Customers
Customer portal
A customer’s user signs in at app.bonnard.ai/connect to find what agents made for their company. They need to be a
user on a customer, and they need no workspace role.
What customers get
| Area | What a user can do |
|---|---|
| Charts | Browse and draw charts. Change, rename, or delete them |
| Dashboards | Open or duplicate a dashboard. Change, share, or delete their own |
| Context | Read what AI clients are told about each data source. Nothing here changes it |
| API keys | Create their own keys, up to 20 for each company |
More than one company
The portal calls each customer a company. A user at more than one company changes between them with the switcher at the top of the sidebar. Each company has its own keys and data.
Connecting an AI client
The Connect your AI client control in the sidebar gives the connection URL and install links. See Connect your AI client. A user whose companies belong to more than one workspace gets a URL for All companies and one URL for each workspace.
What decides the data
The Access tab of a data source and its tenancy decide what a user gets. The portal shows only the data sources given to their company.
What stays with your team
Data, Customers, Activity, and Settings are not in the portal. A user can give a dashboard only to people at their own company, or to everyone there.
Related
- Get customers signed in: invite a user and open the portal.
- Give access to data: set which data sources a company gets.
- Manage API keys: manage the keys customers create.