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
๐ Secure Access
- Password protection
- Client-specific views
- Permission controls
- Activity logging
๐ File Sharing
- Document upload/download
- Version history
- Organized folders
- Preview capabilities
๐ฌ Communication
- In-portal messaging
- Comment threads
- Email notifications
- @mentions
๐ 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