AI Client Portal

Definition: The AI Client Portal Builder creates secure, branded portals where clients can access their projects, communicate with your team, and track progress - all from a single prompt.

Portal Features

🔐 Secure Access

• Password protection
• Client-specific views
• Permission controls
• Activity logging

📁 File Sharing

• Document upload/download
• Version history
• Organized folders
• Preview capabilities

💬 Communication

• In-portal messaging
• Comment threads
• Email notifications
• @mentions

📊 Project Tracking

• Status updates
• Milestone progress
• Timeline views
• Deliverable tracking

Portal Types

Project Portals
Track deliverables, timelines, and approvals

Support Portals
Submit tickets, track resolution, access knowledge base

Account Portals
View invoices, manage subscriptions, update information

Onboarding Portals
Complete tasks, submit documents, track progress

Example Portal Prompts

Agency Client Portal
"Create a client portal for my marketing agency. Each client sees their projects, can approve deliverables, view invoices, and message our team. Send email notifications for updates."

Consultant Portal
"Build a portal for my consulting clients. They can see project status, access shared documents, schedule calls, and view session notes."

Service Portal
"Make a customer portal for my home services business. Clients can see upcoming appointments, past service history, request new services, and pay invoices."

Portal Architecture

Client View

• Personalized dashboard
• Their projects only
• Relevant documents
• Communication history

Team View

• All client portals
• Cross-client reporting
• Team assignments
• Workload management

Admin View

• Portal configuration
• Access management
• Branding settings
• Analytics

Related Wiki Pages: Living Portals, App Builder, App Publishing