📢 New Feature: Portal AI Search!
ConveYour’s Portal already gives your contacts a seamless way to engage with your content—whether it's training campaigns, lesson folders, or file folders. But what if your contacts could ask questions and get instant answers, just like they would with a smart assistant?
Say hello to Portal AI Search. 🧠⚡️
🔍 What Is Portal AI Search?
Portal AI Search is an add-on service that makes every lesson, campaign, and shared document smarter and easier to access.
Here’s how it works:
Your contacts access their Portal (no login needed).
They ask a question—something like:
“Where do I find information about commissions?”
“What is the minimum credit score needed to purchase?”
“Can you show me the change order form?”
Portal AI searches the campaigns, lessons, lesson folders, and files that contact has access to.
If relevant content exists—say, a Change Order Form.pdf in a shared file folder—Portal AI finds the answer and delivers it instantly.
No digging. No confusion. Just helpful answers at their fingertips.
💡 It’s like putting a company expert in the pocket of your rep/tech!
💰 How Much Does Portal AI Cost?
Portal AI Search is just $2 per user per month FOR EXISTING USERS.
But here’s the best part: it’s metered—you’re only charged if a user actually uses it. So if someone never asks Portal AI anything? You don’t pay a cent for them.
🧪 Want to Test It First?
You don’t have to roll it out to everyone all at once.
You can activate Portal AI Search for just a handful of users to test the waters. This way, you get to see the value without breaking the bank.
Pilot it with your onboarding team, your sales reps, or even just your admins—it’s totally flexible.