When to use portals
Use a Portal when you want to give someone a ready-to-use experience rather than a building environment. Some common situations:- Internal tools for teams: Build a Portal for your support team, finance team, or operations team with the specific agents and knowledge bases they need. They get a clean interface without any of the underlying complexity.
- Client-facing products: Deploy a Portal as a standalone product for a client. Brand it with their colors and logo, restrict access with a password or SSO, and embed it directly in their website.
- Controlled access to agents: You have built several agents but want different people to access different ones. Portals let you surface only the relevant interfaces to each audience.
- Self-serve AI workspaces: Enable workspace features so users can upload their own documents and query against their own knowledge base, all within your branded environment.
