AI for customer portals

Self-service that answers back, grounded in each customer’s account.

AI inside your customer, trade and punchout portals: answers from the customer's own account once they've signed in, reorders and changes proposed for them to confirm, and a hand-over to your team when it matters.

What it does

Fewer calls, faster answers.

  • Account assistants

    Orders, invoices, deliveries and documents, answered from the customer's own data.

  • Case handling

    Claims, returns and service requests triaged and kept up to date, with a person deciding anything that needs judgement.

  • Trade reordering

    Repeat orders and quotes built from account pricing, stock and history, proposed for the customer to confirm.

  • A hand-over that works

    When confidence is low, the case goes to your team with everything they need, and someone owns that queue.

Built for trust

Their account, their data, their decision.

  • Signed in first

    Nothing from an account is shown until the customer has signed in to your portal.

  • Only their own data

    Answers come only from what that customer is allowed to see. The AI can't reveal what it was never shown.

  • The assistant proposes; the customer commits

    Reorders, returns and changes are prepared for the customer to check and confirm. Nothing commits on its own.

  • Escalation is a path

    Hand-overs go to the right person on your team, with the conversation and the account context, not into a queue nobody reads.

Northgate Insurance Services is delighted with the customer portal provided by PureNet. The initial customer feedback we received was positive and the online functionality we can now deliver for our customers is much more effective and in line with their needs.

Andrew LangfordChief Information Officer, Northgate Insurance Services (formerly Auxillis)
Our work

Portals we have built.

  • A secure customer portal that cut helpdesk calls by 78%

    A bespoke, fully secure car hire and repair portal for Northgate Insurance Services (formerly Auxillis), part of ZIGUP plc, integrated with its case management system and built to keep working when that system is down.

  • A B2B trade app that converts at 35%

    A Flutter mobile ordering app for Pedigree Wholesale's trade customers, integrated with SAP for customer-specific pricing, with barcode scanning and offline ordering.

All case studies

How we work

Plan. Build. Govern.

  • Plan

    Where AI pays, and in what order. For a whole business, the PureNet Group's Converge Methodology; for a single area, a fixed-scope assessment.

  • Build

    A pilot with a number to move, an owner and a way to stop it, then production in your storefront, portal and back office, integrated with your ERP and CRM.

  • Govern

    Govern the use, not the technology. Your own AI on business terms, with an owner, a one-page policy and an inventory; and every system we build for you tested on every change, logged, overseen by a person and fitted with an off switch, under our ISO 27001 controls.

Questions

What people ask us.

Could the assistant show one customer another customer's data?

No. It works only after the customer signs in, and it can only look up what that customer is allowed to see. It is never given anyone else's data, so it can't reveal it. How AI answers from your own information (RAG).

Will it place orders on its own?

No. It prepares reorders, returns and changes for the customer to check and confirm. The assistant proposes; the customer commits.

What happens when it can't answer?

It says so and hands over to your team, with the conversation and account details, so the customer doesn't have to start again.

Can you add AI to the portal we already have?

Often, yes, if it can connect to your account data and systems. We look at what's there first, as part of an AI assessment, before recommending whether to add to it or rebuild.