Customer portal

Saga knows who is asking.

In the customer portal, the customer is logged in. Saga sees their machines, orders and documents and answers based on them, around the clock. The customer gets help straight away, without having to call or email.

The difference

Same question, two answers.

On the website, Saga does not know who is asking. In the customer portal, she does.

Web chat · on the website

Which seal kit fits our pump?

Saga

That depends on which pump you have. What type is it, and what year? The serial number is on the rating plate.
I have the serial numberNot sure

Customer portal · logged in as Anna

Which seal kit fits our pump?

Saga

For your PX-320 from 2019, seal kit 20843 fits. You ordered the same kit in March 2024. Do you want to place a new order?
OrderShow the 2024 order

Source: Spare parts list PX-320 and your orders

She sees which machines the customer has, what they have bought and which documents belong to them. No other customer sees it.

How Saga works in the customer portal

24 hours in the customer portal.

Four customers log in. Saga knows who each of them is and answers based on their machines and orders.

07:10

Order status

The buyer at an engineering company

Customer portal

Where is our order 24-1187?

Saga

It was shipped yesterday and arrives on Thursday. Here is the tracking.
Track the delivery

Source: Order 24-1187 in the ERP

The answer comes straight from the ERP. Inside sales is spared the call.

10:30

Documents

The quality manager before an audit

Customer portal

We need the CE declaration and the latest service report for the compressor.

Saga

Here is the CE declaration for your KX-75 and the service report from March.
CE declaration KX-75.pdf Service report 2026-03.pdf

Source: Documents and service history for your KX-75

The customer only sees the documents for their own machines.

14:05

Support

The operator at a machine that has stopped

Customer portal

The compressor shows E-204.

Saga

E-204 means low oil pressure. Stop the machine and check the oil level before restarting. If the fault remains, I will create a service case for you.
The fault remainsThat solved it

Source: Service manual KX-75, page 42

If a technician is needed, the case lands with you, with customer, machine, history and the whole conversation.

21:40

Spare part

The maintenance technician on the evening shift

Customer portal

Need a new air filter for the compressor.

Saga

Air filter 31207 fits your KX-75, the same one you ordered in the spring. It is in stock.
OrderShow the manual

Source: Spare parts list KX-75 and your orders

The order comes in during the evening instead of waiting until tomorrow.

Four customers who would otherwise have called or emailed. Now they got an answer directly.

How she answers in the customer portal

Like a salesperson who knows the customer.

Knows who is asking The customer is logged in, so Saga knows which company and which person she is talking to.
The customer's machines and documents Manuals, drawings and certificates for their machines only. No other customer sees them.
Orders and status Order status, deliveries and previous purchases, straight from the ERP.
The right spare part The right part for the right machine, with stock levels and a button to order.
A case when needed Saga creates the case with customer, machine, history and the whole conversation.
Looks like you The customer portal gets your name and your design, and Saga can be called something else.

What you get

Business even after closing.

Fewer calls and emails

Customers handle order status, documents and spare parts themselves.

More spare parts sales

The right part is suggested straight away, and orders come in during the evening too.

Fewer interruptions

Salespeople and technicians are spared the questions the customer portal already answers.

Everything logged

Every question and case logged. Every month we go through the top questions with you.

Getting started

From web chat to customer portal.

The customer portal builds on the same Saga and the same Foundation as the web chat. We do the setup, and we are with you all the way.

01

A 30-minute conversation

You tell us what your customers ask after delivery. We show you how Saga would answer them.

02

We connect your systems

The ERP for orders and stock levels, and your documents per machine and customer. Everything is gathered in the Foundation.

03

Live for your customers

Saga opens when the customer types in the question field. Name and design are adapted to you.

04

We stay on

We follow the questions, make Saga better based on how your customers ask and check in with you every month.

Tell us about your
business.

30 minutes. No obligations.

You tell us about your day-to-day. We show what can be solved and what it gives you. Fill in the form or contact Martin directly.

Martin Helgesson

Martin Helgesson, Chief Commercial Officer (CCO)

Frequently asked questions.

Does the customer only see their own?
Yes. Each customer sees their own machines, orders and documents, nothing else.
We already have a customer portal. Does that work?
Yes. Then we connect Saga to the one you have. If you do not have one, we set one up for you.
What happens when Saga cannot answer?
She creates a case with customer, machine and the whole conversation, and it lands with the right person at your company.
Do we need to connect our ERP?
For order status, stock levels and previous purchases, yes. Saga can answer about documents and manuals from the start.
Can the customer portal look like ours?
Yes. We adapt the name, design and content to you, and Saga can be called something else.
Where is our data stored?
In Stockholm, and all processing happens within the EU. Your information is used to answer your questions, nothing else.
Who helps us after the start?
We do. We follow the questions, make Saga better and check in with you every month.

What do your customers ask after delivery? Tell us about your day-to-day.

Book 30 min