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What is Portal AI?

🔍 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:

  1. Your contacts access their Portal (no login needed).

  2. 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?”

  3. Portal AI searches the campaigns, lessons, lesson folders, and files that contact has access to.

  4. 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!

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