Engage with your customers from one place
A self-service customer portal, one central inbox for all customer communication, and analytics that help you focus on helping your customers.
- Unlimited users
- Self-serve setup, or our team
Customer portal
Fewer phone calls, happier doctors
Doctors check case status, pay invoices, message your team, track shipments, request pickups and print return labels from the portal, without picking up the phone.
- Live case status and tracking
- Online payments and statements
- A Messenger for questions to your team
- Pickups and return labels
Inbox
Every customer conversation in one inbox
Emails, portal messages and logged calls land in one inbox your whole team shares. Assign, sort and reply from one screen, so nothing gets missed.
- Shared inboxes for each team, with assignment
- Every conversation linked to cases, customers and tasks
- Flexible SLAs that flag what has been waiting too long
Inquiry routing
Get every question to the right team, automatically
Choose what customers see when they reach out, and build support trees that ask what it is about before anyone on your team picks it up. Then triage each conversation by keywords, or let AI read the message and route it by what it means.
- Customize what customers see, and build your own support trees
- Route by keywords, or let AI triage by what the message is about
- Send each topic to the right inbox, with anything else to a general one
Customer portal · Messenger
Matched “invoice” in Billing → Billing inbox
Route · subject and first message
- Billing Keywords Billinginvoicepaymentstatement
- Remakes & adjustments AI Quality
“A problem with a delivered case: fit, shade, something broken”
- Pickups & shipping Keywords Front deskpickuptrackinglabel
- Everything else General
When no branch above matches
More in Customer Support
Other customer support features
Email integration
Connect your lab’s mailbox, reply to doctors without switching apps, and leave notes for teammates beside the thread.
Support SLAs
Set reply targets, and see the conversations about to miss them first.
Any customer structure
Solo doctors, group practices and offices in several locations, each billed the way they actually pay.
Email templates
Ready-made replies for the questions you answer every day, with the case details filled in.
Scanner management
Every scanner that sends you cases, by type and name, and the customers it is mapped to.
Customer notifications
Choose which emails each customer gets about their cases, invoices and statements.
See Customer Support with your own cases.
Talk to our team and we will walk through it on a lab like yours, then help you set it up.
- Unlimited users
- Every module on one case record
- Self-serve setup, or our team