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Build apps · Your App Cloud

Give customers a place to return to.

Build portals, booking experiences, and customer workspaces around your service. Keep account information, files, and conversations connected.

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Illustrative app concept

From an intention to a useful result

A few ways to make it yours.

These examples show how the pieces can come together around a purpose.

A signed-in page for every customer project

Start with

The questions customers email you most, the phases of your work named in plain words, and the files that pass between you.

What you are working toward

Customers follow progress, send files and approve work in one place, while your staff answer everything from a single queue.

  1. Answer the repeat emails first

    Turn each recurring message, like "did my document arrive?", into something a customer can see for themselves after signing in.

  2. Prove the walls hold

    Create two test customers and confirm that neither one can reach the other's files, requests or approvals.

Times customers book for themselves

Start with

The courts, rooms or rental gear people reserve, and the rules your front desk applies when they phone.

What you are working toward

A public page that offers only the times people may book, backed by one list of bookings the staff work from.

  1. Write down what the desk decides

    Note how far ahead each customer may book, the last moment to cancel, and the days each resource is closed.

  2. Book it the way a customer would

    Reserve, move and cancel from a phone, then check that each change shows up on the desk's list.

Member pages that follow the renewal date

Start with

The dues spreadsheet your treasurer keeps, the levels your group offers, and whatever only paid-up members should read.

What you are working toward

Pages that close when a membership lapses, a directory people chose to join, and a short list of renewals coming due.

  1. Let a date decide who is in

    Give each membership a renewal date and a grace period, and work out current, grace and lapsed from those two.

  2. Ask before you list anyone

    Show someone in the directory only with the details they agreed to, then check it from another member's account.

Together in your app cloud

The pieces behind the possibility.

Choose the models and services that support the experience you want to create.

Explore every building block

Find a specific starting point

Go a little deeper.

A little more context

Good questions.

Can customers sign in to the app?

Authentication is a building block for customer experiences. Define which records and files each account may access, and test those boundaries before sharing the app. See Pricing for access and usage details.

Can the app include an agent?

A support agent can help with questions using relevant business material and permitted account context. Design the handoff to a person and choose which actions require review.

Does every customer app need payments?

Start with the service experience you want to create. If it requires payment or another outside service, verify that connection and its behavior as part of the complete customer journey.

Explore Pricing for plans, included capabilities, and usage details.

Your ideas, up and running

Your next idea has a home.

Build an app. Run an agent. Make it yours.

Start building