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Follow Several Clients From One Portal

Preview

This use case is in preview, the conversation shows how the AI Assistant is expected to handle it, and what it answers or does today may differ from this example.

Overview​

Ask the AI Assistant for one page that shows all the accounts you are responsible for. The assistant proposes a portal with a row per client: active projects, late jobs, jobs waiting on the client and the contract burn, with the accounts that need attention at the top and a link to each client's own portal where one exists. You review the page and the assistant publishes it.

A client portal is a page of its own, served from Skills Workflow and reading live data through the permissions of whoever opens it. Read Client Portals for how portals work and what is not there yet.

The agency, clients, numbers and addresses in this example are illustrative.

An example conversation between an account director and the AI Assistant.

AI Assistant Chat
You

I look after Northwind Coffee, Contoso Bank and Fabrikam Motors. Create one portal where I can see how all three are doing.

Skilio

I’ll build an accounts portal with one row per client, ordered by late jobs:

ClientActive projectsLate jobsWaiting on clientContract burnPortal
Contoso Bank43281%—
Northwind Coffee21362%christmas-2026
Fabrikam Motors30144%—

Contoso Bank has 81% of its contracted hours recorded with two months left on its fee.

How I read your question

  • Included: projects of the three clients that are not in a closing stage, and their jobs.
  • Assumed: contract burn is the share of contracted hours already recorded on each client’s active fees.
You

Good. Publish it.

Skilio
Publish this portalReview the portal before I publish it.
Clients
Northwind Coffee, Contoso Bank, Fabrikam Motors
Address
/portal/accounts/anna-smith/
Columns
Active projects, Late jobs, Waiting on client, Contract burn, Portal
Order
Late jobs, most first
DenyPublish
You

I reviewed the details and selected Publish.

Skilio
Publishedaccounts/anna-smith

The portal is published. Select a client’s row to see its late jobs, or the portal name to open Northwind Coffee’s own portal.

AI capability

Every account on one page

The assistant builds one portal across your clients, ordered by what needs attention, and links to each client’s own portal.

What happens in Skills Workflow

  • Name the clients the portal should cover.
  • Check the columns and the order the assistant proposes.
  • Review the address and select Publish.
  • Open the portal and follow a client into its own portal.

Other ways to ask

“Create one page with all my accounts.”

“Add Tailspin Toys to my accounts portal.”

“Put the clients with late jobs first.”

Good to know

  • Each person who opens the portal sees only the clients and projects their permissions allow.
  • A portal is not limited to a client yet. Any signed-in user who knows the address can open it, so restrict the portal folder by role.
  • The assistant asks for your approval before it publishes. Select Deny to keep the page unpublished.