Pragmatic

Conferencing - Customer Self Serve

The Customer Self Serve is a web site portal where you can manage and view information about your account(s) online from a simple Web Interface. On a totally self-serve basis, you can easily administer your account and you can view and print audio and web usage reports as well as billing information.

The Customer Self Serve solution features we offer are:

  • A secure web portal maintained on our servers.
  • Ability to log in as an Account Owner or a Chairperson with differing access rights


Account Owners have a simple, easy way to view a list of all Chairpersons under his account (a Chairperson is restricted to viewing only his own account information and those associated directly to him/her).



Adding a Chairperson or Editing a Chairperson’s account is simple. On the same page an Account owner can change Account Codes and set or change Account Preferences (such as Entry/Exit tones).



Editing a Chairperson’s profile is just as easy. Simply enter the “Edit a Chairperson” page and make your changes. This allows you to give existing Chairpersons new account codes on-the-fly! Additionally, you can disable a Chairperson’s account in seconds.



Printing or Emailing Chairperson Account information is done with the click of a button.



The extensive online reporting functions of the system are a cost savings feature that will eliminate labor-intensive customer service calls to your staff. Additionally, Account owners and Chairpersons can View or Download conferencing reports and detailed billing information, eliminating the need for long monthly paper statements. ALL reports can be downloaded to use with Excel.



Our Customer Self Serve site is an ever-evolving site dedicated to offering you and your customer easy-to-use complete account access.

The "Enter or Edit Reference Data" feature allows an Account Owner or a Chairperson to manually enter Reference Information related to a specific call or web conference. Reference Information appears in CDRs.