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Agentic Self-Service

Complete resolutions. Smarter with every conversation.

Power self-service with an AI agent that never stops learning. Casey your help agent fully resolves customer issues on its own, turning every conversation into a smarter, faster resolution next time. Higher resolution rates. Lower costs. Better CSAT.

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#1 Best Customer Self-Service Software | 2026

Resolve customer issues 24/7 across channels with Casey your help agent

Casey your help agent shattered our service capacity constraints – handling over 5 million customer enquiries, enabling 24/7 multilingual chat support, and freeing our experts to proactively help customers get more value from Salesforce.

Jim Roth

President Customer Success, Salesforce

Build self-service your customers will actually love.

Find out how to elevate self-service experiences to boost resolution rates and customer satisfaction.

Assess your Self-Service

Deliver resolutions from start to finish with Casey.

Casey your Help Agent

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Meet your customers wherever they are. Casey your help agent deploys across voice, web, portals, SMS, and WhatsApp. It adapts instantly to context and resolves complex customer enquiries in real time whether it’s talking and chatting.

Casey your help agent independently triggers complex workflows like scheduling appointments and managing orders. When a case requires expert assistance, the agent seamlessly escalates the issue, passing complete customer context to your service team for a frictionless handoff.

No resolution, no charge. Casey your help agent’s pay-per-resolution pricing model means you only pay for the agent interaction when the customer issue is actually resolved. No need for complicated consumption forecasting.

Align your costs directly to your outcome

Turn your customer portal into a proactive problem-solver.

Service Portal

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Help customers help themselves faster with a single prompt bar for search and chat that’s powered by Casey your help agent. When disruptions happen, like a cancelled flight, Casey automatically offers real-time support and takes immediate action to rebook. The result? Faster resolutions, happier customers, and fewer escalations for your team.

Stop reacting and start resolving. Data 360 connects every customer’s sales, service, and marketing history to deliver personalised, relevant actions that drive resolution. Casey your help agent uses real-time signals to spot issues and launch automated support instantly, before a case is ever opened.

Help customers answer commonly asked questions and solve issues themselves with knowledge articles. Seamlessly connect third-party knowledge resources into Salesforce with Enterprise Knowledge on Data 360 to ground AI-generated responses. Reduce the cognitive load on your customer support team — freeing their time to focus on critical cases.

Knowledge article with integrated information from Data 360.

Let customers book, reschedule, and manage appointments on their own terms, reducing wait times and increasing CSAT without adding headcount. Native to Salesforce, Scheduler pulls in your CRM data to match every appointment to the right person based on skills, availability, and history, so leads are never missed. And with Casey your help agent, you can deliver an easy, conversational scheduling experience, no matter how complex.

Start resolving now, not months from now.

Setup & Optimisation

Assess your Self-Service

Launch Casey your help agent instantly with guided, no-code setup in Salesforce or Slack. Go live in minutes, not months.

Your agent’s performance continuously improves as it learns from every interaction. It automatically refines how it responds so it can resolve more issues over time. No manual effort required.

Quickly build and launch a branded customer service portal with prebuilt templates and easy-to-use, drag-and-drop functionality. Style your site, create and customise pages, and deliver a personalised experience to your customers. This is the low-code way to get started fast.

A dashboard displaying easy-to-use tools to create a branded self-service customer portal

Launch dynamic experiences on both desktop and mobile. Transform your customer service portal into a pixel-perfect mobile app for iOS and Android, with features like notifications, persistent login, and location. Built with clicks, not code.

A mobile display version of a branded customer portal

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Maximise ROI with agentic self-service powered by Agentforce.

Maximise ROI with a customer service portal powered by Agentforce.

See how you can help more customers with smarter, faster and more personalised self-service.

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Extend the power of customer self-service with these related products.

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Customer Self-Service Pricing

Start by selecting your Service Cloud edition. Some editions already include Self-Service right out of the box. For the others, you can easily add Self-Service at these price points.

Currency convertor

Help Agent Resolutions

The out-of-the-box AI service agent for every channel.

$2 per resolution

Out-of-the-box setup to deploy in minutes across channels
Unified Search and Chat experience on help sites and portals
Personalised, conversational agent grounded in structured and unstructured data
Unmetered Agentforce actions and Data 360 queries per resolution

Service Portal Login

Unmetered Agentforce & Data 360 Queries during 24 hour login session.

$4 per login

Personalised portal with modern conversational experience
Unified Chat and Knowledge article view
Unmetered Agentforce actions and Data 360 queries during 24 hour login session
Dynamic Cards for unified service automations

Service Portal Member

Unmetered Agentforce & Data 360 Queries during login session with unlimited sessions per month.

$10 per member

Personalised portal with modern conversational experience
Unified Chat and Knowledge article view
Unmetered Agentforce actions and Data 360 queries during login session with unlimited sessions per month
Dynamic Cards for unified service automations

This page is provided for informational purposes only and is subject to change. Contact a sales representative for detailed pricing information.

View detailed pricing

Mark Miller, VP of Innovation and Delivery, PowerSchool

With Casey your help agent, we will scale frictionless, personalised service across every channel to give our customers instant resolutions. Together with Salesforce, we are redefining what autonomous service can do.

Mark Miller

VP of Innovation and Delivery, PowerSchool

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Learn, connect, and grow with fellow service and field service professionals. Network and get answers in real time.

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Hit the ground running with Self-Service tips, tricks and best practices.

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How to Prepare Your Service Team for Digital Labour

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All About Autonomous Agents — And 3 Ways They’re Changing Service for Good

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Customer service portal software FAQ

Customer self-service allows users to access information and perform tasks independently without needing assistance from a company's representatives.

A customer service portal is an interface (often found on a business's website) where customers can get the help they need to either answer questions or find resolutions to issues they might be having. Learn more how customer self-service portals can improve your service and support.

Customer self-service software enables customers to access and complete various tasks or actions without the help of a support rep. Customers are empowered to find information, resolve issues, and complete transactions on their own time, through their preferred online or digital channels.

Customer self-service software helps businesses reduce costs, deflect cases and exceed customer expectations. Self-service provides no-touch support at scale, empowering customers to find the answers they need fast. As a result, agents can be more productive and focus on complex cases.

To choose the best customer self-service software, first, evaluate your company’s needs and goals. Think about the challenges your end-users experience and identify the features and functionality that will resolve those challenges and allow your business to deliver better overall support. Then, choose the software that will fulfil those demands.

Self-service benefits both businesses and customers. Customers have 24/7 access to resources, to help find answers at their convenience and improve their satisfaction. Businesses can reduce costs by offering a scalable support solution that empowers customers to help themselves on their own terms.

Online community management software provides groups with a way to connect with one another. These groups can be forums, social networks, customer communities or any online space. Customers can use an online community to share information, discuss topics, ask questions and provide answers.

The customer self-service tools with the most useful automations help customers find answers and complete tasks without needing a support rep. Think of this technology as a first line of defence that frees up time for service reps to focus on high-value work, such as handling tickets that require creative problem-solving and empathy.

The best self-service tools for automation use smart search, AI-suggested content, and guided workflows to surface relevant articles or trigger simple actions like tracking a request or updating information. When self-service is powered by automation and tied to your CRM context, it reduces inbound demand, frees agents for higher-value work, and lets customers resolve issues on their own time.

Leading customer self-service platforms vary in how much you can tailor them to your brand, content, and workflows. The easiest ones to customise will let you shape the look, feel, and behaviour of the technology without writing code or needing to involve IT.

Top options offer visual page editors, flexible content rules, and contextual prompts so that help centres, portals, FAQs, and AI agents reflect your voice and priorities. Smart customisation means you can adapt guidance to different customer segments and product lines, keeping self-service relevant and useful as your business evolves.

You can measure the success of a customer self-service platform by looking at how often customers resolve issues on their own and how that impacts the demand to speak with a human rep. Key metrics include case deflection, faster time to resolution, and higher customer satisfaction after self-service interactions. Strong self-service shows up as fewer repeat contacts and more confident, efficient customer journeys.

Self-service software uses AI to help customers find answers faster and resolve more issues on their own. AI improves search results, recommends the most relevant content based on intent, and powers conversational experiences that guide users step by step. Over time, it learns from real interactions to keep information accurate, remain contextually aware, and make self-service more helpful.

Yes, self-service software can support both internal teams and external customers by delivering the right information to the right audience at the right time. You can use this technology to give employees easy access to internal knowledge while also offering customers public help centres or authenticated portals with guided support. A unified approach keeps information consistent and simple to manage across both use cases.

Customer service portal software FAQ

Customer self-service allows users to access information and perform tasks independently without needing assistance from a company's representatives.

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With Casey your help agent, we will scale frictionless, personalised service across every channel to give our customers instant resolutions. Together with Salesforce, we are redefining what autonomous service can do.

The State of Service: AI Agents Edition

How to Prepare Your Service Team for Digital Labour

All About Autonomous Agents — And 3 Ways They’re Changing Service for Good