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Give a Client an Online Project Status 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​

Tell the AI Assistant which client and project the portal is for and what it should show. The assistant proposes the sections of the page and the data behind each one: the project's status, its contract burn, the jobs at risk and the requests still waiting on someone. You review the page, and the assistant publishes it as a client portal with its own address, ready to share.

A client portal is a page of its own, served from Skills Workflow and reading live data. Anyone who opens it signs in and sees the data their own permissions allow. Read Client Portals for how portals work and what is not there yet.

The agency, client, project, numbers and address in this example are illustrative.

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

AI Assistant Chat
You

Northwind Coffee wants to follow the Christmas 2026 project online. Create a portal with the project status, contract burn, risks and the requests waiting on them.

Skilio

I’ll build a portal for Northwind Christmas 2026 with four sections:

SectionWhat it shows
Project statusJobs by stage, delivered this month and due in the next two weeks
Contract burnContracted, planned and recorded hours, and the burn percentage
At riskLate jobs and jobs due this week that are not in production yet
Waiting on youJobs waiting for client approval or feedback, with the days waiting

Should the burn show hours only, or hours and values?

Contract burn
Hours onlyHours and values
You

Hours only. And add the client’s logo at the top.

Skilio
Publish this portalReview the portal before I publish it.
Client
Northwind Coffee
Project
Northwind Christmas 2026
Address
/portal/northwind-coffee/christmas-2026/
Sections
Project status, Contract burn (hours), At risk, Waiting on you
Header
Northwind Coffee logo
DenyPublish
You

I reviewed the details and selected Publish.

Skilio
Publishednorthwind-coffee/christmas-2026

The portal is published. Today it shows 14 jobs, 9 delivered, 62% of the contracted hours recorded, 2 jobs at risk and 3 jobs waiting for client approval.

Before you share the address, restrict the northwind-coffee folder to the roles that should open it.

AI capability

From a request to a page the client opens

The assistant builds a portal around the project the client cares about, with live status, burn, risks and pending requests.

What happens in Skills Workflow

  • Name the client, the project and what the portal should show.
  • Check the sections and the data the assistant proposes.
  • Ask for changes to the sections before publishing.
  • Review the address and select Publish.
  • Open the portal and check it as a user who should see it.

Other ways to ask

“Create a status page for Northwind Coffee with their Christmas project.”

“Give Contoso Bank an online view of contract burn and pending approvals.”

“Add the jobs at risk to the Northwind portal.”

Good to know

  • A portal reads data through the permissions of the person who opens it. Someone who cannot see a project in Skills Workflow does not see it in the portal either.
  • A portal is not limited to its client yet. Any signed-in user who knows the address can open it, so restrict the portal folders by role.
  • The address has two parts, the client and the portal, in lowercase letters, numbers and hyphens.
  • The assistant asks for your approval before it publishes. Select Deny to keep the page unpublished.