Help clients use the portal you already built.
Clients still email their account manager when they can't find the right report, invoice, or setting. Adoption Layer guides them inside the portal, from your docs and the live UI.
Portal complexity turns into account-manager work
When clients can't find the right report or setting, they default to emailing your team. That's friction for them and unbillable work for your account managers.
"A B2B client needs to download their Q3 billing history for accounting. Instead of emailing their CS rep, they ask the widget. Adoption Layer highlights the 'Billing' tab, points to 'Invoices,' and selects the specific date-range filter required to generate the report."
Self-service that stays inside the portal
UI Understanding
Don't just show them a help article. The AI understands dense tables and complex menus, mapping the answer directly to the UI.
Friction Insights
Identify which parts of your portal confuse people the most, and export those insights to your product team.
Live Handoff
If a client asks something that needs a person, the widget can hand the request to the right account workflow with the portal context attached.
Secure sandbox
Focuses on the structure of the portal, with redaction controls for financial data, transaction details, and PII.
Covered workflows
- Generating and exporting custom reports
- Managing team permissions and roles
- Finding and paying invoices
- Updating company profiles and tax information
What to expect
Clients get more value from the portal because routine navigation questions are answered in place. Account managers can spend less time explaining where things are and more time on account work.
How it compares
Traditional help centers can struggle with customized, dense screens, leaving account managers to handle routine tech-support tasks. Adoption Layer parses complex DOM structures, freeing up reps for strategic conversations.
Setup and privacy
You drop the script tag into your portal. B2B portals contain sensitive data, so the widget focuses on structural UI context and lets you redact selectors that should never be sent.
Frequently asked questions
Does this work on complex data tables and dashboards?
Yes. Adoption Layer understands the layout of complex interfaces without reading the sensitive data within them.
Can clients still reach a human if they need to?
Always. You can configure escalations so clients can smoothly transition to an email or live chat with their dedicated rep.
Do we need to maintain the guides when our portal updates?
No selector map is required. The AI uses your documentation and the live DOM, so UI changes are less brittle than fixed tours.
Is it secure for financial or healthcare portals?
Yes. We do not track users, set cookies, or read personal data.