Customer care tip: Make your self-service portal more visual

Faith Ocampo • Published on April 27, 2016

colorful-jigsaw-puzzle-pieces

As tools for customer self-service, visual aids help customers easily follow instructions and fully understand a product’s features.

Customer self-service is rapidly becoming the new norm. With this feature, you re not only providing people an option, but you re also allowing them to make decisions independently. In other words, it empowers consumers by letting them do more online using just their smart gadgets.

At the other end of the line, however, customer care providers are expected to make this process fast and fuss-free. They can t simply back down from this challenge, as 90% of customers now expect them to have a self-service portal.

employee-in-glasses-biting-pen-staring-at-laptop

If you want to improve your brand s knowledge bank (AKA the self-service channel), visual aids can help you. Made from text and images, visual materials are effective instructional kits. They convey messages clearly and accurately, helping customers resolve issues quickly.

Here are five visual tools you must use to make your call center self-service platform more powerful and customer-friendly.

1.     Videos

movie-clapper-on-the-floor-with-pen-and-notebook-and-coffee

Videos are among the most widely used tools for customer self-service, and it s easy to see why. Using both visual and audio components, they re incredibly useful for presenting solutions to problems, explaining product features, or demonstrating how a process or service works.

When creating videos for customer care purposes, remember to shoot them in the finest quality. Also, the audio must be crisp and clear. If possible, you may provide translations especially if you have multilingual customers.

2.     Screenshots

woman-using-laptop-with-coffee-in-hand

For those in the tech industry, building a self-service portal may seem tedious at first. To provide tech support successfully, call center agents rely on highly technical details. However, some aspects, like troubleshooting, can be easily illustrated using screenshots.

Screenshots can also be used to tell customers about the features of a website or a mobile app, which makes them useful for e-commerce brands and software developers. However, make sure to keep your other customer service channels accessible at all times, as your customers may be experiencing highly unique issues.

3.     Graphs and charts

printed-business-graphs-and-charts-with-eye-glasses-pencil

Graphs and charts have a special appeal to data-driven customers. These visual aids help explain complex processes, making them great tools for illustrating a product s performance. They can be used for cross-comparing product prices and specs and categorizing information. You can incorporate them in your presentations to demonstrate a point and persuade customers to take certain actions.

4.     Infographics

infographic-sample-in-gray-background

Infographics are excellent tools that collect complex data and keep them in one place in a visually appealing arrangement. As part of your customer self-service portal, you can use them to enumerate step-by-step information complemented by a variety of visual components such as graphs, tables, icons, or diagrams.

However, you have to work carefully on the infographics’ layout and design. Be sure to highlight important data using the right colors, shapes, or fonts. Also, avoid crowding a space with too many elements so as not to sacrifice coherence and clarity.

5.     Product drawings

man-holding-paper-instructions-and-wrench-coming-out-of-computer-monitor

These illustrations are usually part of manuals and instruction kits. They re great for orienting buyers about a new product, its parts, and their individual functions. These are commonly used for smart gadgets like phones and wearables as well as home and office appliances. Now, it’s also being used by retail stores who want to highlight the unique features of their products, be it clothing, footwear, and other customized apparel.

Promoting self-service can give your customer care a great boost. However, don t forget to include a feedback tool in your self-service portal so you ll know whether your customers successfully found the answers they were looking for.

Faith is a digital media enthusiast aiming to become an active part of the tech world by sharing her insights. She likes to blog about everything digimarketing, technology, and social media.
Join us on facebook
Open Access BPO Yesterday
🌱 𝗔 𝗴𝗿𝗲𝗲𝗻𝗲𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝘀𝘁𝗮𝗿𝘁𝘀 𝘄𝗶𝘁𝗵 𝘄𝗵𝗮𝘁 𝘄𝗲 𝗽𝗹𝗮𝗻𝘁 𝘁𝗼𝗱𝗮𝘆.

On September 26, in observance of Save Sierra Madre Day, #OpenAccess and Fostering Education & Environment for Development (FEED) held Plant It Forward 2026 at the UP Laguna-Quezon Land Grant in Siniloan, Laguna.

With more than 30 volunteers planting native saplings, the initiative supported local reforestation efforts and highlighted the importance of protecting the Sierra Madre and its forests.

Observed annually on September 26 under Presidential Proclamation No. 413, Save Sierra Madre Day calls attention to the importance of conserving this vital mountain range.

Watch the highlights from Plant It Forward 2026.

#MomentsAtOpenAccess
#PlantItForward2026 #SaveSierraMadreDay
Open Access BPO 11 days ago
#Outsourcing empowers businesses to adapt quickly, manage risks, and sustain growth, even in unpredictable markets.

💡 Discover how strategic outsourcing builds unbreakable resilience for international enterprises:
https://buff.ly/xyrhSA6

#OpenAccess
#BusinessResilience #OutsourcingStrategy #GlobalCX
#RiskManagement #FutureReady
Open Access BPO 18 days ago
𝗚𝗹𝗼𝗯𝗮𝗹 𝗯𝗿𝗮𝗻𝗱𝘀 𝗴𝗮𝗶𝗻 𝗮 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗲𝗱𝗴𝗲 𝘄𝗵𝗲𝗻 𝗼𝘂𝘁𝘀𝗼𝘂𝗿𝗰𝗶𝗻𝗴 𝘁𝗼 𝗺𝘂𝗹𝘁𝗶𝗹𝗶𝗻𝗴𝘂𝗮𝗹 𝗖𝗫 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝘄𝗶𝘁𝗵 𝗶𝗻𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝗵𝗶𝗿𝗶𝗻𝗴 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲𝘀.

Diverse teams deliver cultural sensitivity, empathy, and language expertise that strengthen customer trust across markets.

💡 See how #InclusiveHiring in multilingual #outsourcing builds stronger brand‑customer relationships: https://buff.ly/z7F5gJQ

#OpenAccess
#OutsourcingStrategy #GlobalCX #BusinessGrowth
Open Access BPO 25 days ago
𝗠𝘂𝗹𝘁𝗶𝗹𝗶𝗻𝗴𝘂𝗮𝗹 𝗮𝗻𝗱 𝘀𝗲𝗰𝘂𝗿𝗲 𝗼𝘂𝘁𝘀𝗼𝘂𝗿𝗰𝗶𝗻𝗴 𝗱𝗲𝗳𝗶𝗻𝗲𝘀 𝘁𝗵𝗲 𝗲𝗱𝗴𝗲 𝗳𝗼𝗿 𝗴𝗹𝗼𝗯𝗮𝗹 𝗯𝗿𝗮𝗻𝗱𝘀.

International businesses thrive when customer trust, #DataSecurity, and language inclusivity are built into every interaction.

💡 Learn how secure #multilingual #outsourcing empowers global brands to expand confidently across borders: https://buff.ly/ZHo7Xbd

#OpenAccess
#BusinessGrowth #StrategicOutsourcing
#FutureOfWork #CX #GlobalBusiness
Open Access BPO 39 days ago
How do you measure an outsourcing partner’s true stability? Look beyond the SLA. Real commitment means sustained, need-driven investment in the community, not one-off gestures.

#OpenAccess recently partnered with Foundation of Balay Pasilungan, a non-profit oragnization in Davao, to provide essential donations and volunteer support for disadvantaged children.

This builds on our annual commitment to community impact through initiatives such as school-building, animal shelter support, and tree-planting.

Read more about our team's volunteer experience here:
https://buff.ly/9vCE5C6

#OpenAccessCares #CSR
#CommunityImpact #givingback
#CommunityOutreach
Open Access BPO 40 days ago
𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝘀𝗺𝗮𝗿𝘁𝗲𝗿 𝗶𝗻 𝟮𝟬𝟮𝟲 𝗺𝗲𝗮𝗻𝘀 𝘁𝗮𝗰𝗸𝗹𝗶𝗻𝗴 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗹𝗶𝗸𝗲 𝗿𝗼𝗴𝘂𝗲 𝗔𝗜, 𝗹𝗮𝗻𝗴𝘂𝗮𝗴𝗲 𝗯𝗮𝗿𝗿𝗶𝗲𝗿𝘀, 𝗮𝗻𝗱 𝗴𝗹𝗼𝗯𝗮𝗹 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗵𝗲𝗮𝗱‑𝗼𝗻.

#Outsourcing partners are now the bridge between innovation and resilience, helping businesses thrive in uncertain times.

💡 Discover how strategic outsourcing transforms these roadblocks into growth opportunities: https://buff.ly/LfisKAl

#OpenAccess
#BusinessGrowth #StrategicOutsourcing
#FutureOfWork #CX #GlobalBusiness