Build secure, branded portals where customers can self-serve, collaborate, and get AI-assisted support-backed by the same data, workflows, and governance your internal teams rely on.
Customers want transparency and speed, but most portals are hard to maintain, disconnected from operational data, and not designed for collaboration. AI Portal Builder creates portals that feel like part of the product: secure, data-driven, and AI-assisted.
From B2B SaaS to enterprise - any team that needs to give customers a real, trusted window into their account.
Offering customer self-service without building a portal from scratch.
Shipping client portals at scale with consistent branding and workflows.
Needing structured customer collaboration backed by real data.
Requiring auditability, SSO, and fine-grained access controls.
From role-based access to embedded AI assistants and branded experiences.
Expose the right data to the right people-customer admins, end users, partners, and internal support roles.
Match the portal to your brand-logo, colors, typography, custom domain, and consistent UI components.
Move beyond static FAQs-answer questions using policy and data, summarize account context, guide users to next actions.
What shows up in the portal
Share invoices, contracts, and deliverables with permissions, auditability, and clear visibility controls.
Give customers dashboards they can trust-KPIs, exports, and scheduled delivery with drill-down capabilities.
Portals that support approvals, status updates, and notifications-not just static pages.
Define portal audiences, connect the right records and workflows, then launch with branding and AI help already in place.
Set roles and access scopes-customer admins, end users, partners, and support roles.
Add dashboard, records, file views, and support pages, then connect them to live data.
Enable the AI support assistant with your knowledge base, policies, and guided actions.
Set your logo, colors, and custom domain-then go live with one click.
AI Portal Builder is a Docyrus product for creating secure branded portals with self-service, collaboration, and AI support.
Teams can build customer, partner, or employee portals with documents, dashboards, approvals, messaging, and AI-assisted workflows.
It is built for B2B SaaS teams, operations teams, agencies, and enterprises that need structured external collaboration.
It combines Docyrus records, access control, workflows, dashboards, and AI assistance so portals feel like part of the product instead of a disconnected add-on.
