Prerequisites: a workspace with at least one published form and a published agent. Read Portal and privacy before you enable anything, because turning the Portal on changes who can see a workspace.
Who actually lands in the Portal
The Portal is for people who are not workspace members:- Organization guests, who submit and follow their own requests
- Members of other teams in your organization who have not joined this workspace, so they get a front door instead of a dead end
1
Turn it on for one workspace
Go to Workspace Settings > General, find the Visibility card, and turn on Available in Portal. It is off by default. That does two things: it lists the workspace as an option when requesters file from the Portal, and it lets that workspace’s agent answer Portal chat.
2
Brand it so people trust it
Organization admins style the Portal in Organization Settings > Portal. Changes save as you edit.
- Primary color and an optional gradient banner
- A welcome message, up to 120 characters, used as the greeting
- Your organization logo and a cover image
- Up to six suggested questions, each with an icon, color, a label up to 80 characters, and an optional prompt up to 500 characters that steers the agent. Drag to reorder.
3
Connect an agent
Portal chat needs a published agent connected to it. Without one, requesters are limited to forms, which works but wastes the best part of the Portal.When a Portal conversation is routed to an agent, that agent shows as the Working on it owner on the resulting ticket until it is published to a human channel.
Learn more about Portal chat
4
Decide on Ravenna AI in Portal
Ravenna AI in Portal, in Organization Settings > Portal, lets Portal chat answer platform questions about a requester’s own tickets and approvals without creating a ticket. Questions like “what is the status of my laptop request” get answered directly instead of generating another ticket for your team to close.It is off by default and applies to every workspace with the Portal on. Turn it on. It removes a category of ticket that has no value to anyone.Real support requests still route to the workspace’s agent.
5
Feature the right forms
Open a form and enable Feature in Portal to put it on the Start new request tab. Non-featured forms still appear in the full catalog if the requester has access.Feature four to six, no more. The Portal home is a menu, and a menu with thirty items is a search box with extra steps.Form audience settings apply on top of all this. Only published forms whose audience includes the requester show up, and private folders stay hidden.
Learn more about form audience settings
6
Preview as a guest before you tell anyone
Workspace admins can toggle View as Guest on the Portal home and forms pages to see exactly what a non-admin requester sees, without changing their own role.Do this before launch. Admins see forms and workspaces that guests do not, so the Portal you have been admiring is not the Portal your users get.
7
Open guest access, if you need it
Organization guests cannot see your organization at all by default. To change that, go to Organization Settings > General and turn on Guest Member Access.Guests can then view the organization, see their own tickets, submit requests, and send public messages. They cannot edit ticket properties or reach workspace settings.Only do this if you actually have external requesters. Contractors and vendors are the usual reason.
Learn more about guest access and roles and access
8
Give people the link
The Portal only works if people can find it. Put the link where they already are:
- Your intranet or company homepage
- An Okta or identity provider dashboard tile
- Email signatures and footers for the IT and People teams
- Onboarding documentation for new joiners
Learn more about deep linking and adding an Okta bookmark
Where teams get this wrong
Enabling the Portal on a private workspace without reading the privacy semantics
Enabling the Portal on a private workspace without reading the privacy semantics
Do that first.
Launching with no agent connected
Launching with no agent connected
Forms alone make the Portal feel like a 2015 ticketing system.
Featuring every form
Featuring every form
Four to six, chosen by volume.
Never previewing as a guest
Never previewing as a guest
What you see as an admin is not what they see.
Leaving Ravenna AI in Portal off
Leaving Ravenna AI in Portal off
Every “where is my request” ticket it prevents is pure saving.
Next
Portal and privacy
What Portal exposure actually means for a private workspace.
Email support
The other front door for people outside Slack.