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Portals

Portals

A shareable entry surface for your end users - one link that bundles Flows, Agents, and Suites behind optional sign-in, plans, and metered credits.

Portals

Beta

Portals are currently in beta. If you don't see them in your sidebar (Deploy > Portals), the feature isn't enabled for your organization yet.

A Portal is the front door you hand to end users: one link or embed, your branding, and a decision about who may come in. What a visitor can use behind the door is decided by the groups they belong to - see Users.

The split to keep in mind:

  • Suites are content - a curated collection of Flows and Agents. The same Suite can be reached through many Portals.
  • Portals are doors - branding, an admission list, and optionally a displayed Storefront.
  • Storefronts are where plans are sold - displayed on a Portal or embedded anywhere.

What a visitor sees

The Portal adapts its presentation to what the visitor can reach:

  • A single Flow or Agent renders as a standalone app.
  • Several loose items render as a menu of products.
  • One Suite renders as that Suite.
  • Multiple Suites render as a workspace with a switcher.

Visitors sign in with their email and a one-time code - no passwords. A Portal embedded behind your own login can skip the code with signed sign-in. A Portal that displays a Storefront shows its offers before sign-in; a Portal without one is a sign-in-only door. See the end-user experience for the full journey.

How access works

  • Assets are assigned to groups, on each asset's Assignments tab. A Portal does not carry a product list.
  • The Portal admits groups - only the groups you name, or anyone who signs in when a Storefront is attached (Portals as doors).
  • An attached Storefront sells plans - each plan is a group, so buying one is how a stranger becomes someone the door admits. Its default $0 plan is what new sign-ups start on.
  • Everyone signs in - there is no anonymous use, and signing in by itself grants nothing.
  • Only Portals gate - a direct share link to a Flow or Suite enters no Portal, so it opens without admission or group checks (embedding restrictions still apply). Share a Portal link when access needs to be controlled.

Rolling out

Workspaces that have not been switched to the Access section still see the previous Portal editor (a product list, a Plans & Credits tab, and an access policy). Portals as doors describes the mapping.

The pieces

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