# In-portal task and journey guidance assistant

**Summary:** Deploy an in-portal guidance assistant that understands user context and current screens. Help customers complete tasks, navigate complex dashboards, and understand their data without switching to separate help centers or opening tickets.

**In short:** Offer contextual AI help inside your portal so users can complete tasks and understand screens without leaving the page.

**Published:** 2026-02-18

*This recipe focuses on bringing help into the portal rather than sending users out to look for it.*

Portals and dashboards in regulated industries concentrate a lot of information and actions. Users must interpret metrics and complete tasks while staying compliant. An in-portal assistant answers questions and guides steps right where users are working.

Build an **AI Skill** for “In-portal help” that takes `current_screen`, `user_role`, and `intent` as its main variables. The integration layer can set `current_screen` automatically based on the route or component, while the skill infers `intent` from the user’s question and only asks clarifying follow-ups when needed.

Ground answers with flat **Topics** such as `Portal-navigation`, `Dashboard-metrics`, `Workflow-steps`, and `Configuration-help`. Tag the relevant parts of your documentation and internal notes with these Topics so the assistant can respond with screen-specific guidance.

In some cases, the skill can trigger limited actions, like opening a related settings page or starting a predefined workflow. When it cannot complete a task safely, it should create a support **ticket** or internal **task** containing `current_screen`, `user_role`, the user’s question, and a short AI summary. This saves users from explaining everything again when humans step in.

On the analytics side, you can aggregate questions by `current_screen` to see where confusion is highest. The assistant can send regular **notifications** summarizing “top 5 screens by help requests” and the most frequent topics, giving product and CX teams concrete areas to improve.

Within the portal, you can also show **in-app notifications** that depend on `user_role` and simple behavioral segments. For example, new admins might see onboarding hints, while experienced users see reminders about advanced features they have not touched yet. These are powered by the same segmentation layer that the AI Skills use.

**Conclusion**  
An in-portal task and journey guidance assistant brings context-aware help into the heart of your product. AI Skills and flat Topics keep answers precise, while internal tasks and notifications turn user questions into design insight. Segmented in-app notifications complement the assistant, creating a more supportive and efficient portal experience.