# Self service portal

The Portal is your company’s self‑service home for internal resources. Employees can submit and track requests, find apps, browse the directory, and read knowledge—everything in one place. Admins brand and control access from Settings.

<figure><img src="https://451675063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz9xmM8V3atukfr2XaElR%2Fuploads%2FXLqornp51jbCRupGFMIO%2Fimage.png?alt=media&#x26;token=5f611291-2870-44dc-a188-a6aae23ba112" alt=""><figcaption></figcaption></figure>

### Accessing the Portal

* URL: yourcompany.siit.io
* Sign‑in: Microsoft 365 or Google or SAML (same identity you configured in Siit)
* Entry points: link from Slack/Teams, Web, or Admin console

### What employees see

**My Requests**

* Request history, Followed requests, Pending approvals, AI conversations (if enabled)
* Search, filter by status, sort by date
* Open a request to reply, attach files, or add participants

**Services Catalog**

* Browse categories (IT, HR, Finance, etc.) and open a service form to submit a request
* Visibility honors service audience rules set by admins

**App Library**

* Find company tools by category, search, and mark favorites

**Directory**

* Search colleagues; see title, department, manager, and location

**Knowledge Base**

* Search and browse articles; open guides directly from results

### Create and manage a request

<figure><img src="https://451675063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz9xmM8V3atukfr2XaElR%2Fuploads%2FoFMoiMhzgEPWtMQpjawE%2Fimage.png?alt=media&#x26;token=7b307992-ba49-4182-8ef2-660127cf30ab" alt=""><figcaption></figcaption></figure>

**+ Create**

* Click Create a request (top right) or open a service from the Services Catalog
* Fill the form, attach files, submit

**Track and act**

* My Requests shows status for open/closed items and those you follow
* Reply to agents, add info, upload attachments
* Approvals assigned to you appear under Pending approvals—Approve/Reject in one click

### AI in the Portal (Pro plan)

<figure><img src="https://451675063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz9xmM8V3atukfr2XaElR%2Fuploads%2FhIavTvcc2HsNaOP7nOWI%2Fimage.png?alt=media&#x26;token=19e0af26-0aa2-4314-8142-0cf8193ad790" alt=""><figcaption></figcaption></figure>

If enabled, employees can:

* Ask questions in the search bar or AI conversations tab and get instant answers from your knowledge
* Turn an AI exchange into a tracked request when human help is needed

Admins control availability and guardrails in [Settings → Portal → AI](https://app.siit.io/settings/channel/portal)

### Admin setup

<figure><img src="https://451675063-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fz9xmM8V3atukfr2XaElR%2Fuploads%2FEcUX2xAs8UDE4zn9gMq9%2Fimage.png?alt=media&#x26;token=97e3d447-55ce-48b5-b41b-5bc70223fc01" alt=""><figcaption></figcaption></figure>

1. **Settings → Portal**

* Settings: Portal name, domain, logo, and cover image; Set live when ready
* Navigation: show/hide and reorder My Requests, Services, App Library, Directory, Knowledge
* AI: toggle AI assistant and configure sources/permissions
* Survey: enable CSAT after resolution
* Audience: choose who can access the Portal (all employees or specific groups)<br>

2. **Publish content**

* Services: configure forms, routing, SLAs, and audience; mark visible in Portal
* Knowledge: create categories and articles; set visibility
* App Library: organize apps by category and ownership

#### What to expect

* A single, branded destination for help
* Fewer back‑and‑forths thanks to service forms and knowledge suggestions
* Consistent tracking: requests created in the Portal sync with Slack/Teams conversations and the Siit inbox

#### Best practices

* [ ] Pin the Portal link in Slack/Teams and your intranet
* [ ] Feature 6–10 most requested services on the Services page
* [ ] Keep forms short; ask only what’s needed to start
* [ ] Use Knowledge for common “how‑to” and policy questions; refresh monthly
* [ ] Enable AI when your knowledge base is ready to deflect simple requests


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