What can the assistant see?

Only what that client already sees in the portal: the projects, milestones, tasks and approvals shared with them. Never internal notes, internal money or hours, other clients or anything not shared. If a question is about anything else, it says it can only answer about what was shared.

Can the assistant send or change something?

No. It only answers, and every answer says which shared item it comes from. It sends nothing, changes nothing and makes no promise for your team.

Answers use your own AI connection when you have one, and your AI credits otherwise, like the other assistants. Each client may ask up to 10 questions in ten minutes and 60 a day.

Why does my portal say Powered by?

The plan decides: the lower plans show a small Powered by line on the portal and its emails, and from Professional it is not shown.

Can an AI tool switch the assistant on or change my address?

No. On the MCP, portal_domain_status, portal_branding_get, portal_ai_log and portal_metrics only read. Setting the address, switching the assistant and correcting answers are a person's acts on the screen.

What do the measures show?

The share of your clients' people who came in during the last week, the median time to a client's approval, what waits on the client for more than a week, and status questions the assistant answered beside the messages to your team.

Client portal address, branding and assistant

Give the client portal an address under your own domain, your logo, colours, font and favicon, and, if you want it, an assistant that answers your clients only from what you already shared with them. Projects, Portal access also shows how the portal is doing.

Steps

Open Projects, then Portal access. Under Portal settings set the logo, the accent and header colours, the font, the favicon, the direction for your default language and whether the portal's emails carry your look. The preview shows the portal before you save.
Every colour is checked for readable contrast (WCAG AA, 4.5:1). A colour that is too light is refused with a darker one that reads, or darkened for you when you tick the box.
Under Your portal's own address, type a host such as portal.yourdomain.co.il and save. Add the CNAME and the TXT record shown at your DNS provider and press Check now.
Once the records are right, the secure certificate is issued on our side. Until the address is live, the portal and every sign-in link keep using the usual address; after it, links and emails use yours.
Under The portal's assistant choose Off, On for every project, or Only on the projects I choose. It is off until you switch it on, and only an owner or an admin, signed in, can do that.
Read every question and answer under Questions and answers, with the items each answer is based on, and correct an answer: the client then sees your correction instead.

Questions

What can the assistant see?: Only what that client already sees in the portal: the projects, milestones, tasks and approvals shared with them. Never internal notes, internal money or hours, other clients or anything not shared. If a question is about anything else, it says it can only answer about what was shared.
Can the assistant send or change something?: No. It only answers, and every answer says which shared item it comes from. It sends nothing, changes nothing and makes no promise for your team.
What does it cost?: Answers use your own AI connection when you have one, and your AI credits otherwise, like the other assistants. Each client may ask up to 10 questions in ten minutes and 60 a day.
Why does my portal say Powered by?: The plan decides: the lower plans show a small Powered by line on the portal and its emails, and from Professional it is not shown.
Can an AI tool switch the assistant on or change my address?: No. On the MCP, portal_domain_status, portal_branding_get, portal_ai_log and portal_metrics only read. Setting the address, switching the assistant and correcting answers are a person's acts on the screen.
What do the measures show?: The share of your clients' people who came in during the last week, the median time to a client's approval, what waits on the client for more than a week, and status questions the assistant answered beside the messages to your team.

Updated 2026-11-03 · llms-full.txt