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Why your business needs its own Portal

A website for serving customers: conversations, orders, payments and support.

PDF · 10 pages2/9 openPortal / Brain / Atlas / AgentEnglish edition
Customer
PortalActions and customer history
Team
AgentTakes action
ReadsSaves
  1. Customer Portal
  2. PortalActions and customer history Team Agent · Reads
  3. Team
  4. AgentTakes action Portal · Saves
Portal becomes the agent's primary memory.
01/09Beyond the landing page

How Portal differs from a landing page

Landing page01/09
PageService description
FormCustomer inquiry
TeamEmail and other systems
After the inquiry, the work continues outside the website.
Portal01/09
RequestCustomer
ActionAgent / team
OutcomeOrder, payment, resolution
Shared customer history

Portal replaces a static landing page, whether made with a website builder or coded by hand.

02/09What you can build with Portal

What your website can do for customers

What you can build with Portal02/09

In-stock products

RequestStockMatching products

With current prices and stock availability.

Book or reschedule

ScheduleSelectedBooking confirmed

Availability checked. Schedule updated.

Order status

ReceivedIn progressReady

Current progress and changes the customer can make.

Help with a problem

PurchaseComplaint

Staff receive the issue along with the purchase history.

These actions need current business data. Agentic engineering helps build the functions they require.

7 more chapters and the PDF

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  1. 03Development with AI agentsHow Portal is built
  2. 04A customer's payment failed.What the agent needs to know
  3. 05Where the agent gets the information it needsInside INITE
  4. 06From a message to a resolved problemAn example from the INITE website
  5. 07Did the fix help complete the purchase?The customer journey
  6. 08What belongs in the knowledge baseWhen Second Brain is needed
  7. 09Agent memory at INITEAgent memory at INITE

Your website can work this way too.

At INITE, conversations, actions and outcomes are saved in a shared customer history.

Discuss your PortalOr check your site first