The Portal to Everything You Need

For satisfied customers and happy agents.

No more jumping between systems to help customers. Everything you need is at your fingertips: orders, deliveries, invoices, and payments - all integrated.

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View your data the way you want

Hantera's Query Engine gives you easy access to all your data, letting you create custom views in seconds. Whether you're tracking critical signals, monitoring operations, or analyzing customer behavior, the insights you need are always within reach.

The Queries

Filter and sort information

Narrow down results by applying filters and sorting them based on relevance or priority.

Perform complex searches

Use structured queries to locate specific data points based on various parameters.

Ensure real-time access

Retrieve up-to-date data instantly, improving decision-making and operational efficiency.

Create and save personal or shared queries

Store frequently used queries for personal use or share them with your team, ensuring quick and consistent access to data.

Export the data

Right-click and export the query results to your spreadsheet app, for example Excel or Google Sheets.

The Features

The UI is the customer service team's playground. From order management, to team collaboration, everything happens in The Portal.

Self-service

Integrate seamless self-service using Hantera's powerful APIs and standard integrations. Give control to your customers and save time. Allow them to edit or cancel orders, request returns or exchanges, submit claims, or choose the best alternative for the out-of-stock items ordered.

One-click Tickets

Streamline common tasks using custom or standard apps that tailor Hantera's UI to your needs. Automate repetitive tasks, reduce errors, and give your team the tools they need to respond efficiently—so they can focus on what really matters: helping customers.

Order Tracking and Customer Communication

Keep customers informed at every step with automated notifications and self-service tracking. Hantera ensures real-time updates through email, SMS, or app notifications, reducing the need for manual follow-ups. Customers can check order statuses, estimated delivery times, and any changes instantly, enhancing transparency and trust.

Role-based Access Control

Define specific roles and assign access levels based on job responsibilities, ensuring security and efficiency, and reducing the risk of errors and unauthorized changes.

Access to Stock and Stock Reservations

The system automatically reserves inventory upon order placement and synchronizes stock levels across multiple warehouses and sales channels in real-time. Hantera ensures your customer service team has access to accurate stock information. This integration allows your team to quickly resolve stock-related inquiries, manage backorders, and offer alternative solutions.

Shipment Issues Management

Whether it's delays, damaged goods, or missing packages, the system provides real-time updates and detailed tracking information. Your team can quickly pinpoint the issue and present the customer with options to resolve it, such as reshipments or refunds.

Visible Deliveries, Payments

Monitor deliveries and payments in real-time. The system provides a clear overview of all transactions and shipments, making it simple to identify any delays, payment discrepancies, or delivery issues. Accessible actions and automation tools allow your team to quickly resolve problems, initiate refunds, or escalate matters when needed.

Gift Cards

Gift Cards are the most effective way to incentivize your customers, from collecting reviews to minimizing returns. Managing expiring gift cards, redeeming and accounting are sometimes an operational nightmare. With Hantera's payment system, they are natively supported out of the box.

Try Before Apply

'Try Before Apply' is all about making decisions with confidence and accuracy. Your team can experiment with changes to an order, seeing them in real-time. No need to commit right away. Want to see how a discount affects the total? Easy. Curious about simulating an invoice? Done. No more guesswork or backtracking.

Automated Calculations

The system automatically handles complex calculations, such as "3 for 2" offers or bundled discounts, ensuring accuracy and saving valuable time. In case of campaign changes, the engine allows for easy reversals, so your team can quickly adjust and apply new rules without errors.

Order Timeline

The order timeline in the Portal gives your team full visibility into every step of an order's journey. From the moment an order is placed to its delivery, all events are tracked and displayed in a clear, chronological timeline. This enables your team to quickly identify issues, track progress, and provide precise updates to customers in real-time.

Dynamic Fields

With Hantera's Dynamic Fields, custom fields (payment references, special delivery instructions, custom customer notes etc.) can be added wherever they are needed. These fields are indexed and fully searchable, allowing your team to quickly find important details without wasting time on manual searches.

Integrations

The Portal is web-based and embeddable.

Manage your orders and customers within Zendesk, Freshdesk and more.

Check the Hantera App on Zendesk Zendesk and Hantera

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