AI & widgets · Guide 5 of 37

Ask AI to edit your portal

Request a focused portal change, inspect every proposed edit, and apply or undo it deliberately.

Before you start

Sign in as the workspace owner or an admin. Read-only members cannot change workspace content.
Have AI credits available. Review the proposed result before applying changes.
Keep this panel open if you want to use its immediate undo afterward.

Step 1
Open Ask AI
Select Ask AI in the top bar. On first use, read the notice and select I understand and agree only after you understand what AI can change.
Step 2
Describe one specific change
Name the section, department or widget and say what should stay unchanged. For example: “Add an onboarding checklist in Client Success; keep my layout, colors and existing SOPs.”
Step 3
Inspect Review changes
Read every proposed change. If the scope is too broad or a detail is wrong, choose Discard and make the request more specific. A suggestion is not yet a saved portal edit.
Step 4
Apply and check the result
Select Apply only when the proposal is correct. Inspect the changed section. If you want to revert that application, use Undo last portal change in the same AI panel before making another change.

Practical example

Ask for a five-item client-onboarding checklist inside one named department. Specify the real tasks and forbid changes to other departments.

AI proposes more than I asked for: Discard it. State both the desired change and the sections that must remain untouched.
I cannot find undo later: The portal panel offers a single last-change undo, not permanent version history. Use it immediately in that session; do not assume it survives a reload.

The requested change is applied only after review, with an immediate rollback available in the panel.