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Ply Portals offer dynamic, form-like experiences that integrate with your data in real time, enabling seamless customer workflows without the need for coding. They transform traditional forms by combining processes, AI, and business logic, creating interactive and personalized user experiences. Portals support two-way data integration, allowing real-time use and display of information such as orders and tickets. They enable conditional logic based on CRM data, complex data processing, and embedding of mini-apps like Calendly and Stripe.
Portals also provide robust event tracking and AI capabilities for data extraction and real-time model execution. They offer powerful email functionalities, allowing for dynamic content delivery, and support extensive integrations through APIs, webhooks, and URL parameters. Additionally, they ensure secure customer identity verification, custom domain usage, and compliance with SOC 2 Type II and ISO 27001 standards. Portals can be embedded anywhere, enhancing customer experiences across various applications and platforms.
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