Docs

Getting Started

Getting Started

What Portal Agent is, first sign-in, the interface, the first steps.

Pages and Tree

Pages & Tree

The portal tree, full-text search, recent page lists, unread marks by content and the row menu.

Document Format

Document Format

A page’s folder: the description file, text files, files and the comments file.

Blocks

Blocks

28 block types: from text and images to showcase, dynamic and visualisation ones; formatting inside lists, tables and cards.

Buttons and Actions

Buttons & Actions

Links, steps inside the portal (in a new tab when needed), requests to the agent as a separate conversation, server-side scripts.

Templates and Variables

Templates & Variables

A sample folder in the address, variable substitution, page priority.

Page Access

Page Access

Draft, “for staff”, public — what each reader sees.

Public Site

Public Site

Open pages at /p/: the menu, addresses, headings for search engines.

Dynamic Python Blocks

Dynamic Python Blocks

Blocks that compute data with a script, and how it works.

Scripts and Dependencies

Scripts & Dependencies

What a script can do, data exchange, limits, installing libraries.

Charts

Charts

A chart from script data and from a query to a database: kinds, settings, temporary storage.

Forms

Forms

Fields, input validation, submitting to a script or to the agent as a separate conversation.

Agent Management

Agent Management

The management address with a key, plus a ready-made guide for the agent: pages, sources, queries, checks, state.

Chat with the AI Agent

Chat with the AI Agent

Connecting Xedant Agent, edits in plain words, committing the work.

Data Sources and Visualisations

Data Sources & Visualisations

Connecting your databases, queries and 33 visualisation types with drill-by-value.

Page Validation

Page Validation

Errors and hints: structure, data queries, tables and forms — what is wrong on a page and how to fix it.

Page Comments

Page Comments

A remark on selected text or an immediate task for the agent; how remarks are worked through.