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.
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
19
tickets
- Feature8 (42%)
- Request6 (32%)
- Bug5 (26%)
Backlog
Prioritize items here, then mark them ready to move onto the delivery board.
| Key | Summary | Type | Priority | Action |
|---|---|---|---|---|
| KAN-201 | Add discount field to quote screen | Feature | High | Ready |
| KAN-198 | Fix duplicate contact trigger | Bug | Medium | Ready |
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 Users get answers without hunting a wiki or outdated deck.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.
