Use Case

Private Client Portal Assistant

2026-03-22•5 min read

An authenticated assistant for customers, members, or partners who need answers from private documentation and role-aware access.

ServicesCustomer SuccessB2B

Problem

Clients and partners need fast answers, but account teams and email threads do not scale for every repetitive request.

How It Works

  1. Publish a customer-facing assistant with built-in authentication and conversation history.
  2. Train it on private onboarding, implementation, and account documentation.
  3. Restrict access to the right audience instead of exposing knowledge publicly.
  4. Use analytics to monitor adoption, common asks, and account friction.

Outcome

Organizations provide a faster self-serve experience without opening private knowledge to the public internet.