Build your own agent portal software, no code required
Streamline agent tasks, enhance collaboration, and improve workflows with a fully customizable portal tailored to your team's needs.
Build exactly what your team needs
Create an agent portal tailored to your workflow. Add only the features and views your agents need, and adapt your setup as your business grows.
Ticket submission and tracking
Knowledge base access
Task assignment and management
Customer profile management
Internal communication log
Performance dashboard
Unify your agent data in real time
Connect spreadsheets, CRM systems, and support tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agents.
Give every agent a custom, secure help desk portal.
Provide agents with tailored dashboards and permissions in a branded help desk portal. Manage secure logins and access in minutes.
Easy, secure logins
Agents can access the help desk portal from any device. Mobile-ready design ensures support on the go.
Works on any device
Agents can access the help desk portal from any device. Mobile-ready design ensures support on the go.
Automations
Connect with your ticketing or CRM systems to automate updates, notifications, and task assignments.
User groups
Set up agent groups for different support teams, with each group seeing the cases and tools relevant to them.
Advanced permissions
Control who can view, edit, or escalate tickets. Fine-tune permissions down to each agent group.
Security
Keep customer and ticket information secure. Softr meets SOC2 and GDPR compliance requirements.
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An AI assistant for your agents
Agents can ask AI for customer info, ticket status, or solutions—answers are instant and built right into your help desk portal.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your agent portal in minutes with drag-and-drop blocks and ready-made help desk templates.
Consolidate your stack
Add features like ticket management, chat, or knowledge bases as your support needs change.
Flexible as you grow
Start with your agent portal, then add dashboards or forms—all in one place, no extra tools needed.
Build a fully custom agent portal in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your Help Desk effortlessly