CUSTOMER PORTAL ASSISTANT

Give every logged-in customer a secure AI assistant.

Orckai turns your customer portal or SaaS app into an AI action surface. Users get account-aware answers, approved system checks, guided next steps, and workflow actions without exposing credentials or bypassing permissions.

Primary buyerProduct, support, success, platform teams
First rolloutCustomer portal, SaaS app, partner dashboard
Business outcomeFaster self-service with safe account-aware actions

What the Buyer Sees

A logged-in customer asks why an invoice failed. The assistant uses their session identity, checks billing data, retrieves the relevant policy, explains the issue, and triggers the approved follow-up workflow.

Why this matters

The highest-value AI experiences are inside the product, where identity and account context matter. Orckai lets product teams ship that experience without turning every action into a custom engineering project.

JWT or signed session contextPass identity and tenant information into the widget.
Scoped knowledge baseShow only the documents and answers the user is allowed to access.
Approved toolsQuery databases, APIs, and internal systems through governed connections.
Action layerTrigger workflows, create tickets, notify teams, or call specialist agents.

Secure Rollout

This is where Orckai becomes harder to copy: the assistant is not just chat. It is a secure action surface inside your product.

1Pass identity

Attach user, account, tenant, plan, and role context.

2Scope knowledge

Limit answers by customer, team, role, or use case.

3Attach tools

Give the assistant approved database, API, and agent capabilities.

4Trigger action

Start workflows with logs, permissions, and review paths.

What Makes It Different

Many tools can embed a chat bubble. Fewer can combine identity, knowledge, live system tools, agents, and workflow triggers in one governed customer-facing experience.

  • Built for logged-in product and portal experiences
  • Works with knowledge, databases, APIs, agents, and workflows together
  • Keeps credentials server-side and actions auditable
  • Gives product teams a path from support answers to in-app automation

Best first customer

A SaaS or portal-based company that wants AI inside the logged-in product, where answers need account context and safe actions.

Bring AI Into the Logged-In Customer Experience

Give customers answers and actions that respect account context, permissions, and operational controls.