Seamlessly integrated with Microsoft Dynamics 365, the Portal Agent enhances your customer portal with AI-driven intelligence. It enables users to effortlessly navigate, access information, and complete actions using natural language—reducing friction and improving overall user experience while leveraging real-time ERP data.
Core Capabilities
- AI-powered assistant embedded within your customer portal
- Enables natural language navigation and actions
- Retrieves real-time data from Dynamics 365 Business Central
- Simplifies access to orders, invoices, and account details
- Automates support and reduces dependency on manual assistance
- Enhances portal usability with intelligent guidance
Key Features of Portal Agent
Smart Navigation Assistant
Guide users through the portal with AI-powered prompts—helping them quickly find pages, documents, and actions.
Conversational User Experience
Allow customers to interact with your portal using natural language instead of traditional navigation.
Instant Data Retrieval
Fetch invoices, orders, account details, and reports instantly from Dynamics ERP through simple queries.
Order & Account Assistance
Enable users to check order status, payment details, and account summaries without manual searching.
Seamless ERP Connectivity
Real-time synchronization with Dynamics 365 ensures accurate and up-to-date information at all times.
Task Automation
Automate common portal actions such as downloading documents, checking balances, or initiating requests.
Secure Access & Control
Ensure enterprise-grade security with controlled access to sensitive customer and financial data.
Usage Insights & Analytics
Track user interactions, behavior patterns, and portal engagement to continuously improve experience.
Smart Alerts & Notifications
Provide proactive updates for orders, invoices, payments, and important activities.
Upgrade your customer portal with AI-powered intelligence.
Request a Demo today and experience the future of self-service with Portal Agent.