Build a client portal
This is a guided example to adapt and test in Studio. Use sample information before introducing customer or business data.
Customers sign in and requests are saved, so it is an app with data, not a one-page site.
Plan: Build and preview it on any plan. Putting it live needs Go or Pro. See pricing.
Our build agent is free for your first app, up to an allowance; after that it needs added funds (from $10), Go or Pro. Your own AI assistant (ChatGPT or Claude) can build your other apps on Free.Describe the first version
Section titled “Describe the first version”Create a client portal with projects, documents, and requests. Customers sign in and see only their projects. Staff review requests and update statuses. Save the customer and project on each request.
Start in Studio, review the generated experience, and make focused changes until its main journey fits the brief.
Check the important behavior
Section titled “Check the important behavior”Create two test customers with different projects. Open the other customer’s project and document links to confirm access is denied. Submit a request, update it as staff, and verify the first customer sees its new status.
If a test fails, describe the exact action, result, and expected behavior in the editing conversation. Repeat the same test after the change.
Give it the capabilities it needs
Section titled “Give it the capabilities it needs”Connect the records, files, and access required by the task. Add a model or agent only when it serves a clear purpose, with relevant context and a review step. Confirm its availability and usage before a larger trial.
Publish and keep improving
Section titled “Publish and keep improving”Once your plan allows it (see the plan note at the top), publish from Studio. Repeat the main journey on the published link with the intended type of account. Keep the example as a repeatable check when you make later changes.