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Customer Self Service Portal Workflow

Enable customer self-service for account management, billing, and service requests.

Complexity: Medium | Duration: 15-30m | Category: Industry/Energy Utilities

Tags: self-service portal digital customer-experience mobile

Workflow Diagram​

Steps​

Step 1: Authenticate customer​

Authenticate customer

Step 2: Display account summary​

Display account summary

Step 3: Enable bill viewing and paymen​

Enable bill viewing and payment

Step 4: Allow usage analysis​

Allow usage analysis

Step 5: Process service requests​

Process service requests

Step 6: Manage account preferences​

Manage account preferences

Step 7: Enable outage reporting​

Enable outage reporting

Step 8: Provide program enrollment​

Provide program enrollment

Step 9: Support rate comparison​

Support rate comparison

Step 10: Track portal engagement​

Track portal engagement

Usage​

To execute this workflow:

/workflow industry/energy-utilities/customer-self-service-portal-workflow.workflow

See other workflows in this category for related automation patterns.