Living Portals

Definition: Living Portals are Genesis-powered client and booking systems that connect directly to your workspace. AI agents handle requests, automations confirm and sync data, and your workspace becomes the living system powering every interaction.

What Makes Portals "Living"?

Traditional Portals:

• Static forms that collect data
• Manual processing of requests
• Disconnected from business systems
• Require constant maintenance

Living Portals:

• AI agents handle requests intelligently
• Automations process and confirm instantly
• Fully connected to your workspace DNA
• Evolve and improve over time

Types of Living Portals

🦷 Booking Portals
Schedule clients, auto-confirm requests, sync calendars, process payments, and send reminders — all automatically.

👥 Client Portals
Give clients access to their projects, documents, communication history, and status updates in a branded experience.

📝 Request Portals
Collect and process service requests, quotes, applications, or submissions with intelligent routing.

🎓 Learning Portals
Deliver courses, track progress, issue certificates, and manage student interactions.

How Living Portals Work

The Request Flow:

1. Client submits request through portal
2. AI agent analyzes and categorizes
3. Automation routes to appropriate handler
4. Confirmation sent automatically
5. Data synced to workspace projects
6. Follow-up scheduled if needed

The Intelligence Layer:

• Natural language understanding of requests
• Smart scheduling based on availability
• Automatic conflict resolution
• Personalized responses based on history

Building Living Portals

Booking Portal Example:
"Create a booking portal for my dental practice. Clients should see available appointment times, select their preferred dentist, and pay a deposit. Send confirmation emails and calendar invites automatically."

Genesis Creates:

• Calendar integration with real-time availability
• Dentist selection interface
• Payment processing
• Automated confirmations
• Calendar sync for clients and staff
• Reminder automations

Client Portal Example:
"Build a client portal where my consulting clients can view their project status, access deliverables, schedule meetings, and message our team."

Genesis Creates:

• Project status dashboards
• Document library with access controls
• Meeting scheduling integration
• Secure messaging system
• Activity notifications

Portal Intelligence Features

Smart Scheduling:

• Considers staff availability, client preferences, and business rules
• Suggests optimal times based on patterns
• Handles rescheduling gracefully

Request Understanding:

• AI interprets client needs from natural language
• Routes requests to appropriate team members
• Prioritizes based on urgency and importance

Personalization:

• Remembers client preferences and history
• Customizes experience based on past interactions
• Suggests relevant services or content

Connecting Portals to Your Business

Workspace Integration:

• Portal data flows directly into your projects
• AI agents learn from every interaction
• Automations keep everything synchronized

Team Coordination:

• Staff receive notifications for new requests
• Assignments based on skills and availability
• Performance tracking and analytics

Client Communication:

• Automated updates on request status
• Personalized follow-ups and reminders
• Feedback collection and analysis

Real-World Portal Examples

Yoga Studio:
"Clients book classes through my portal, pay online, and get automatic reminders. When someone cancels, the waitlist is notified automatically. I can see everything in my dashboard."

Consulting Firm:
"Each client has their own portal space where they can see project progress, download reports, and schedule calls. Everything syncs with our internal project management."

Property Manager:
"Tenants submit maintenance requests through the portal. The AI categorizes urgency, assigns to the right contractor, and keeps tenants updated on progress."

Getting Started

Simple Portal:
"Create a booking portal for [your service] where clients can [primary action] and receive [confirmation type]"

Advanced Portal:
"Build a client portal with [features list], connected to [integrations], with AI handling [specific tasks]"

Related Wiki Pages: Living Dashboards, App Builder, Automation