Included free with your Blue Lightning partnership

Ask your org anything. Get an answer in seconds.

The client portal puts an AI assistant, living documentation, and delivery visibility in one place — free for every Blue Lightning client.

Portal Assistant

Persona: Sales rep

Ask how to use Salesforce in your organization — answers grounded in your org guide. Click a suggested question to try the demo.

Ask about how to use Salesforce in your org…
Send

Example conversation. Your portal is grounded in your organization's own guide.

Client Portal

Acme Corp — Dashboard

Open tickets

7 tickets

Oldest open ticket

3 days

KAN-142: Quote approval flow error

Closed this month

14 tickets

Avg time to close this month

1.8 business days

By status

All tickets, all time — where they sit in the workflow

  • To Do4
  • In Progress3
  • In Review2
  • Done14

By type

All tickets, all time — Feature / Bug / Request mix

  • Feature8 (42%)
  • Request6 (32%)
  • Bug5 (26%)

Backlog

Prioritize items here, then mark them ready to move onto the delivery board.

New ticket
KeySummaryTypePriorityAction
KAN-201Add discount field to quote screenFeatureHighReady
KAN-198Fix duplicate contact triggerBugMediumReady

Example dashboard. Your portal shows live metrics from your organization's tickets.

Three things you stop doing

The portal replaces internal overhead — not your Blue Lightning engineering team.

Answer the same Salesforce questions

The Assistant gives plain-English answers grounded in your org guide, 24/7 — so reps and managers stop pinging admins and team leads.

Saves hours per week of interrupt-driven support.

Maintain documentation

Blue Lightning writes, updates, and indexes your org guide. Users get answers without hunting a wiki or outdated deck.

Saves BA or enablement headcount — or expensive doc projects.

Chase delivery status

Submit tickets, prioritize your backlog, and see live metrics. We manage execution — you stay in control of priorities.

Saves PM overhead and weekly status-meeting time.

Everything in one place

Built for your whole Salesforce user base — with admin tools for delivery leads.

All users

Portal Assistant

Instant answers in plain English, tailored to each user's role.

All users

Living org guide

Always-current documentation — maintained by Blue Lightning, not your team.

Administrators

Ticket submission

One place to request work. New items land in your prioritized backlog.

Administrators

Backlog prioritization

You decide what ships first. We deliver on a fixed weekly cadence.

Administrators

Delivery dashboard

Open and closed metrics, status mix, and average time to close.

Administrators

Team & personas

Invite colleagues and set roles so the Assistant shows the right guidance.

Time your team gets back

50 Salesforce users × 2 "how do I" questions per week × 15 minutes each ≈ 25 hours per week of interrupt-driven support. The Assistant handles the repeatable majority instantly.

Actual savings depend on org size and how much tier-1 support you currently absorb in-house.

No per-seat fee. No setup fee.

Every Blue Lightning client gets the portal at no extra cost — Assistant, documentation, tickets, and delivery visibility included in your partnership.

Ready to sign in?

Use the email and password from your invitation. Need access? Contact us.