🌐 Customer Portals & Shared Links

The customer portal is a secure, branded page where your customers can view all of their work orders and invoices in one place — and pay outstanding balances directly. No app download, no account creation: they authenticate with just their email address and a one-time code sent to that inbox.

If the customer has only work orders, the portal shows just the Work Orders tab. If they have only invoices, only the Invoices tab is shown. When both exist, a tab bar appears at the top so they can switch between the two views.

You can paste this URL into any confirmation email, SMS, or invoice — or add a "View Your Orders" button to your website. Replace {tenant} with your actual subdomain. Example: yourai.bot/o/acmerepair/portal.

Work Orders appear in the portal when the Work Order Tracking panel is enabled on your account. Invoices appear when the Invoice panel is enabled. At least one must be active for customers to see anything after login.

The service portal is a mobile-first dashboard built for field technicians and service staff. It gives your team everything they need to manage work orders from the job site — without needing access to the full analytics dashboard. Large tap targets, swipeable status chips, and a native camera prompt make it practical to use with dirty or gloved hands.

If you have connected Google Drive in Manage Integrations → Google Drive, techs can tap the camera icon on any work order to snap a photo — it uploads directly to a YourAI folder in your Google Drive and appears as a link on the work order. No files are stored on YourAI's servers.

The Work Order Tracking panel must be enabled on your account. Staff sub-user accounts are available on all Neural plans under Account Settings → Staff Logins.

When you send a quote from the Invoices panel → Quote, YourAI emails the customer a unique approval link. This page shows the full quote — your branding, itemized line items, any tax rates, and notes — with a prominent Approve or Decline button. No login is required: the token in the URL authenticates the customer automatically.

The {token} is a long, unique, random string automatically generated per quote. You never need to construct this URL manually — it is included in the email sent to the customer.

Set the "Valid Until" date when you create a quote. Once expired, the Approve button is disabled and a red notice tells the customer to contact you. You can resend an active quote from the Quotes modal at any time — a fresh email goes out with the same approval link.

The Invoice panel must be enabled on your account. Payment gateway credentials (Stripe or PayPal) should be configured in Manage Integrations → Payments for the approved quote to automatically generate a payable invoice. Without a gateway, the invoice is still created but customers won't have an online payment link.

Every chat session between a customer and your AI assistant gets its own permanent, shareable URL. These read-only conversation pages are useful for support escalation, dispute resolution, or simply letting a customer re-read what your AI told them.

The {shortId} is a short alphanumeric code assigned to each conversation when it begins. These IDs appear in your Recent Requests log on the analytics dashboard.

Conversation links require no login. Anyone with the link can read the conversation — so treat them like an email forwarded to a third party. Only share them with parties involved in or authorized to view the conversation.