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Portal Assistant

The Portal Assistant is an interactive chat embedded in the Portal Designer that can inspect the dashboard you're building and create and modify pages, widgets, and data wiring -- all through natural language.

To use the Portal Assistant, your role must have the AI permission (see Roles) and at least one AI Integration must be configured in the workspace. Open it from the AI Assistant button in the designer's ribbon.

Conversations

Each conversation is tied to the portal draft you were editing when it was created -- the assistant only ever edits the draft version, never a published one. The model dropdown at the top of the chat lets you pick which AI Integration to use, and each conversation remembers its model choice.

What the Assistant Can Do

Every time you send a message, the assistant automatically receives an overview of the portal you're editing -- its pages and navigation modules, the page you currently have selected, and the data sources wired into it -- so it can respond in context without you having to explain your setup.

The assistant works on three things:

  • Pages -- list, create, update the properties of (name, route, icon, navigation visibility), and delete pages in the draft portal.
  • Widgets -- browse the widget catalog, look up a widget's full configuration reference, and add, update, move, or remove widgets anywhere in a page's layout, including inside containers with named regions (tabs, sidebar sections, and similar).
  • Data -- list and inspect a page's data sources, add a new one (a SQL query against a workspace database, or inline JSON for quick sample data), update or remove one, browse the workspace's external databases, and manage page parameters that data sources and widgets can bind to.

Designs, layouts, themes, and portal-level navigation are not covered by the assistant in this first version -- work on those directly in the designer.

The assistant can also leverage AI Skills -- currently Global skills (always included) and External Database skills (included when a page's data source targets that database) apply to portal conversations; report-scoped skills do not.

Tips

  • Select the right page first. The assistant sees the currently selected page. Navigate to the page you want to work on before sending your message.
  • Select a widget for targeted changes. Select a widget in the canvas so the assistant knows which one you mean.
  • Be specific. Instead of "make the table nicer," try "widen the customer column and sort by total descending."
  • Reference data sources by name. Widgets bind to page data as {$data.<name>} -- tell the assistant the data source name you want a widget wired to, or ask it to list the page's data sources first.
  • One page at a time. The assistant works best focused on a single page. For multi-page changes, work through them sequentially.