Self-Service Portal
Customers track orders, start returns and exchanges, edit subscriptions, and reorder on their own. No agent. No ticket. The repetitive where is my order volume gets resolved before it ever reaches your queue.
One portal. Order tracking, returns, exchanges, reorders, and subscription edits, all customer-driven.
What customers can do
The questions that bury your queue, where is my order, can I swap a size, skip my next box, get answered by the customer, on their own, in seconds.
Order tracking and management. Customers find, track, and update the address on their order themselves. The repetitive “where is my order” question gets answered before it ever becomes a ticket.
Returns and exchanges. Start a return or size swap, get a label, choose store credit, no email thread. The customer leaves with the exchange booked, not a redirect to a policy page.
Subscription management. Pause, skip, swap, or change the next date. The save-flow offers a discount before they cancel, so a churn moment becomes a retention moment.
Branded help center. Your help center, in your brand, with answers customers actually find. It looks like part of your store, not a generic support subdomain bolted on.
Custom flows. Build any self-serve flow: warranty claims, order edits, cancellations. If a customer keeps asking for it, you can turn it into a guided flow they finish on their own.
Agent hand-off. When self-serve can't finish it, it hands to a human or the AI agent with full context. Nobody re-explains their order number. See the AI side →
A major upgrade from chatbots
A chatbot points the customer at an FAQ article and calls it deflection. Richpanel self-service completes the action. It issues the store credit, books the exchange, reschedules the subscription, updates the address. The customer leaves done, not redirected.
Proof
The brands that turn on self-service stop firefighting the same questions. The repetitive volume drops, and the conversations that reach a human are the ones that actually need one.
Subscription brand on Richpanel: where-is-my-order tickets down, queue volume cut, after moving order tracking, returns, and subscription edits into self-service.
Onboarding
From connecting your store to a self-service portal your customers actually use. Most brands go live in two weeks, no developer required.
Step 1
Link Shopify, Recharge, Loop, Skio, and your shipping data in a few clicks. Orders, subscriptions, and customer history flow in so self-service has everything it needs to resolve.
Step 2
Turn on order tracking, returns and exchanges, subscription edits, and any custom flow your customers ask for. Style it in your brand. No code, no ticket queue to clear first.
Step 3
Publish the portal to your store and watch the repeat questions resolve themselves. The where-is-my-order volume drops out of your queue, and your team focuses on the conversations that need them.
Part of the helpdesk platform
When a conversation needs a person, it lands in your inbox with the full order and self-service context attached, ready for a human or the AI agent to pick up.
See the AI Agents →Or your money back. No hoops.
We set up your AI on your actual business, with your real policies and integrations. If it doesn't resolve at least 50% of conversations autonomously in 30 days, we refund every dollar. No proration. No "but the data."
SOC 2 + HIPAA-audited · GDPR compliant