Answerbell docs
 v1.2.0
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● Run · For each business

Client portal
the business's own page.

A page for the business itself, at https:///portal, in your brand and in Slovak, Czech or English according to the client's language. Off until you switch it on.

E-mail sign-in linksYour brandNumbers masked

01Switch it on

  1. Settings → Client portal: turn on the portal. Choose whether businesses may play their call recordings and whether they may edit their FAQ, special hours and closed dates.
  2. On each client's Portal tab: add the e-mail addresses that may sign in (up to 10).
  3. Send the business the address https://<your public URL>/portal.
Portal tab of a demo client: who may sign in Client portal settings: on or off, recordings, editing

02Who signs in

The people on the client's Portal tab enter their address and get a sign-in link valid once for 20 minutes; the session lasts 30 days. Removing a person signs them out at once. The login page answers the same for known and unknown addresses.

03What they see and may change

  • their own calls (summaries, mood, transcript; recordings only if you allow it)
  • upcoming bookings (they can cancel) and messages (they can mark them handled)
  • the monthly report
  • Payments and invoices: opens Stripe's own billing page (card, invoices, cancel)
  • if you allow it, they edit their FAQ, special hours and closed dates, which updates their agent

Numbers are masked. Every action is in your audit log as portal:<their e-mail>.

Recordings are personal data

Allow them only when your contract with the business covers it and the opening sentence says calls are recorded.