Testing Portals

When a portal is created, the Agent Portal URL and Customer Portal URL are automatically generated. These URLs can be copied and provided to agents and customers as access points for the portal. If you are using a custom template, you must manually edit the URL to update the location and name of the template.

To test a portal:

In the Navigation Menu, browse to Publishing > Portals.
On the Portals page, select the desired portal.
To test the agent portal, do the following:
- On the General tab, in the URL- Agent Portal field, click the Open in New Tab button.
- Alternatively, from the General tab, in the URL - Agent Portal field, click the Add button. In the URL - Agent Portal window, click the Copy button. Open a web browser and paste the URL in the Address box and make any necessary changes to the template name, and press Enter.
- On the login page that opens in the new tab, provide the username and password of a user who has a license with Knowledge enabled (ChatPlus, EmailPlus, CalltrackPlus). If you want to test Guided help, make sure that the user has the eGain Knowledge+AI license as well.
To test the customer portal, do the following.
- In the General tab, in the URL - Customer Portal field, click the Add button. In the URL - Customer Portal window, click the Copy button.
- Open a web browser and paste the URL in the Address box, make any necessary changes to the template name, and press Enter.
- If you have enabled authentication on the portal, you need to get a login name and password from your administrator, or sign-up to be able to access the customer portal.

Using Short Portal URLs

The portal URLs can be shortened in length to enhance its appearance and reduce the character count of the URL. Shortening the URL can make it easier for agents to remember and easier to share it with customers during an interaction. These URLs are generated by the system.

To generate a short portal URL:

In the Navigation Menu, browse to Publishing > Portals.
On the Portals page, select the desired portal.
In the Edit Portal page, click the Manage Portals button.
From the Manage Portals menu, select Short URLs.
The Short URL Properties window appears. Click the New button or you can also edit existing Short URL Properties by clicking the Edit button.
In the Create Short URL Properties window, provide the following parameters for the URL:
- Audience: From the dropdown menu, select Agents or Customers.
- Language: From the dropdown menu, select a language.
- Template Name: Provide a name for the portal template. For example, ombre. If you wish to use the agent template, enter ombre_agent. If you are using custom templates, enter the custom template folder name here.
- Short URL Name: Enter an alphanumeric string unique to the system. For example, customer-us or agent-uk. This name is displayed in the URL.
  
  If you use custom templates, configure the short URL for article subscription in the following format for agents and customers: subscribe-agent-Portal ID and subscribe-cust-Portal ID.
Once the parameters have been entered, click the Save button to save and validate all configured URLs. You can create multiple URLs for a portal.
Navigate to the saved URL and click the View button.
From the Short URL Properties window, click the Open in New Tab button to access the portal.
Click the Close button to close the window.

Deleting Short Portal URLs

To delete a short portal URL: