Customer features

Forget forms.

Create powerful form-like experiences that are connected to your data in real time. Combine your processes, AI and business logic to make your ideal customer workflows.

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See how it works

Digitizing paper was innovative in the 90s. Since then, forms pretty much stayed the same. Ply Portals are like if forms and workflows had a baby, introducing a whole new set of capabilities that will change how you think about customer experiences.

Not just questions, answers too.

Portals have a two way integration with your apps - use live data about orders, tickets, subscriptions, or anything else. Display output, let customers select or edit.

Personalize based on data

Go beyond user inputs for conditional logic. Ask the right questions and route customers based on data from your CRM, enrichment platform, database, or even the weather.

Process complex data

Collect, map, clean, and loop through entire tables of data. Onboard with CSV imports, prepare spreadsheets for export, or summarize multiple sources to provide answers.

Embed mini-apps

Let your customers schedule in Calendly, edit a Google Doc, checkout with Stripe, or record a Loom. Use the output to continue the experience - no back and forth, no redirects.

Serious event tracking

Sure, you can fire a tracking pixel, but you can also send custom events to your analytics platform, marketing automation, or CDP with Ply's visual event mapper.

Your own AI solutions

Extract, categorize, and summarize data, generate personalized questions or answers. Run models in real-time with an AI builder that's more than a gimmick.

Your own AI solutions

Extract, categorize, and summarize data, generate personalized questions or answers. Run models in real-time with an AI builder that's more than a gimmick.

Your own AI solutions

Extract, categorize, and summarize data, generate personalized questions or answers. Run models in real-time with an AI builder that's more than a gimmick.

Everything you dreamt of, and more.

Powerful email capabilities

Go beyond submission confirmations - send dynamic emails with invoices, event tickets, digital assets or onboarding guides. Choose a template or design your own with a drag and drop email builder.

Connected in every way

Get and send data with built-in integrations, URL parameters, APIs and webhooks. Bring live data into interface blocks and allow customers to search your data directly from the source.

Verify customer identity

Verify customer identity by sending a code via email, allowing you to securely share sensitive information with complete confidence.

Custom domain

Put your brand front and center by using your own domain. Build trust and maintain consistency across every customer interaction.

Secure and compliant

Serverless, end to end encrypted, and volatile to minimize data exposure. Compliant with SOC 2 Type II and ISO 27001, pentested regularly.

Embeds anywhere

Seamlessly embed portals on your website, app, or in your customer facing tools, without code. Soon: manage embeds from Ply with a single code snippet.