Client Portal Assistant
What clients can ask the assistant in your client portal, and what it can never show them.
Your client portal can include an assistant for your clients. It answers questions about their own work with you, so they do not have to wait for you to reply to a simple question. It is off until you turn it on.
Turn it on
Open Settings > Client portal. In the card Let clients ask questions about their projects, switch on Allow client questions. It then applies to all clients. Switch it off again at any time and clients no longer see it.
The assistant uses your AI credits. If Agiled AI is not part of your plan, or your credits for the month are used up, clients see that questions are unavailable and can write to your team instead. Nothing else in the portal changes.
What clients see
Clients get an Ask a question page in their portal. It suggests questions such as "Where is my project at?", "What do you need from me?" and "Which invoices are open?". Clients are told that the answers are written by AI from what is in their portal and that you can see their questions. Each client can ask up to 30 questions a day.
What clients can ask
Clients can ask about things they can already see in their portal:
- The status of their projects and tasks.
- Their invoices and estimates, such as what is due.
- Files you have shared with them.
- What you need from them, such as forms to fill in, agreements to sign, payments, and requested uploads.
- Their upcoming appointments.
What it can never show them
The assistant only uses what the signed-in client can see in the portal. It does not show:
- Internal notes or staff-only information.
- Costs, margins, or team-only work.
- Anything about other clients.
- What Agiled AI has saved about your business as memories.
If the assistant does not have the answer, it says so and offers to pass the question to your team. A client cannot use it to see more than the portal already allows.
What it cannot do
It is read-only. It cannot pay, refund, or change an invoice, accept an estimate, or change any record. It does not promise dates, prices, or discounts on your behalf, and it does not take payment details or passwords in the chat. For payment, it links to the invoice page.
It can pass a message to your team when the client asks it to, or agrees when it offers. The message arrives in your team's chat with that client, marked as passed on by the assistant. This is limited to a few messages a day per client. Otherwise, clients can still contact you through the portal chat.
Be honest with your clients
The assistant is AI and can be wrong. Do not rely on it for contracts, legal terms, or amounts. Clients should check the invoice or document itself for the final figures.