Xenett

Draft Questions let you save questions without sending them to clients right away. This is useful for reviewing the questions before publishing them to the client portal.

Save Questions as Draft

Private Questions allow you to ask questions that are visible only to specific users.

Set Private Questions

Learn how to white‑label your client portal.so clients only see your branding, not Xenett’s.

White Labelling / Custom Branding

Learn how Two-Factor Authentication (2FA) works for Client Portal, when to use it, and how to enable or disable it to improve login security.

2FA for the client user

Learn how to save time and standardize client communication by using Snippets to quickly reuse common follow‑up questions.

Snippets

Learn about various settings related to Client Portal

Firm Level Client Portal Settings

Training Videos

Implementation Guide

Join Facebook Community

Suggest a feature

Find answers and get help from Intercom Support and Community Experts

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