Client Knowledge Portal

Par

Private AI-powered client portal & file hub

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Offre non payante disponible

Aperçu de Client Knowledge Portal

Private client workspaces - members see only their files
AI Q&A with citations grounded in workspace documents
Secure file & link sharing with signed, expiring URLs
Full audit trail, GDPR export/delete, usage caps & BYOK

Client Knowledge Portal gives every client a private, secure workspace on your site - no more lost emails or shared drives. Create a workspace per client, upload documents, add links, and share files through signed expiring URLs. Clients log in with their existing site member account and see only their own workspace - isolation is enforced at the database level. Built-in AI search: members ask questions in plain language and get answers grounded in the workspace's own documents, with citations to the source file. A local provider is the default, so no document content leaves your infrastructure; connect your own model key (BYOK, AES-256-GCM encrypted) for higher-quality answers. Everything is auditable: invites, uploads, downloads, sign-ins and admin actions appear in a per-workspace timeline. Usage caps, retention windows, GDPR export/delete and uninstall cleanup are built in. Made for agencies, consultants, bookkeepers, coaches and any merchant who shares documents with clients.

Voir la démo de l'appli

Catégories

Médias et contenu Partage de fichiers

Disponibilité :

Cette application est disponible dans le monde entier.

Langues de l'application :

Anglais

À l'affiche dans :

Nouvelles applis

Appli développée parSanestly

Contacter l'Assistance Politique de confidentialité

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Prix et formules

Formule Basic

Gratuit

Client workspaces - files & links

Member portal - search & Ask tab

Auto sign-in site widget

Email invites & member mgmt

Formule Pro

11

/mois

Unlimited client workspaces

AI search with source citations

Delivery notifications and audit trail

Secure file sharing and member portal

* Le prix est en USD.

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