Full Portal

Deploy AGO as a standalone web application

Deploy AGO as a standalone web application with complete user interface, authentication, and conversation management.

Overview

The Full Portal is a complete web application deployment of AGO, providing users with direct access to AI agents through a dedicated interface. Unlike the embeddable widget, the portal offers a full-featured experience with user accounts, conversation history, knowledge base access, and administrative capabilities.

Portal vs Widget

Feature	Full Portal	Widget
Deployment	Standalone application at dedicated URL	Embedded in existing website
Authentication	Full user accounts with SSO/OAuth	Optional, session-based
Conversation History	Persistent, accessible across sessions	Session-based or limited
Knowledge Base Access	Full knowledge portal with search	Agent-assisted only
Admin Interface	Complete admin dashboard	None
Branding	Fully customizable	Limited customization
User Management	Full user lifecycle	Anonymous or identified visitors

Prerequisites

System Requirements

• AGO platform deployed and accessible
• Domain configured for portal access
• SSL/TLS certificate for HTTPS
• Authentication provider configured (Clerk, SSO, or reverse proxy)

Knowledge Required

• Basic understanding of authentication flows
• DNS configuration
• AGO administration concepts

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Deployment Options

Standalone Portal

The primary deployment mode where AGO runs as the main application:

https://support.yourcompany.com/

Features:

• Full homepage with agent selection
• Conversation threads with history
• Knowledge portal with search
• User profile and settings
• Admin dashboard (for authorized users)

White-Label Portal

Customized deployment with your branding:

• Custom logo and colors
• Custom domain
• Branded email notifications
• Custom CSS overrides

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Configuration Guide

1. Domain Configuration

   Configure your domain to point to the AGO application:

   1. Set up DNS records for your chosen domain
   2. Configure SSL certificate
   3. Update AGO configuration with the domain:

   In the AGO admin interface, navigate to Administration > Settings and set the Portal Domain to your chosen domain (e.g., support.yourcompany.com).

2. Authentication Setup

   The portal supports multiple authentication methods:

   Clerk Authentication

   Recommended for most deployments:

   1. Create a Clerk application at clerk.com
   2. Configure OAuth providers (Google, Microsoft, etc.)
   3. Set environment variables:

   CLERK_PUBLISHABLE_KEY=pk_live_xxx
   CLERK_SECRET_KEY=sk_live_xxx
   

   4. Configure allowed redirect URLs in Clerk dashboard

   SSO Integration

   For enterprise deployments with existing identity providers:

   1. Configure SAML or OIDC settings
   2. Map user attributes to AGO user fields
   3. Set up group-based permissions

   See Security Documentation for detailed SSO setup.

3. Branding Configuration

   Customize the portal appearance in the admin interface:

   Setting	Description
   Logo	Upload custom logo (PNG, SVG)
   Primary Color	Main brand color for buttons and accents
   Favicon	Browser tab icon
   App Name	Displayed in header and page titles

4. Knowledge Portal Setup

   Configure the knowledge portal homepage:

   1. Enable knowledge portal in organization settings
   2. Configure homepage layout and featured content
   3. Set up navigation categories
   4. Enable search functionality

   See Knowledge Home Page for detailed configuration.

5. Agent Configuration

   Configure which agents are available in the portal:

   1. Create agents in the Agents section
   2. Set agent permissions for user groups
   3. Configure the homepage agent selection
   4. Set default agent for new conversations

   See Agents Homepage Selection for details.

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Architecture

Portal Application Flow

1. The user opens the portal in their browser (e.g., https://support.yourcompany.com/)
2. The authentication layer (Clerk, SSO, or proxy) verifies the user’s identity
3. The portal sends the user’s message to the AGO backend API
4. The AI agent processes the message using its knowledge sources and tools
5. The response is sent back to the user’s browser

Key Components

Component	Purpose
Homepage	Agent selection and quick start
Chat Interface	Conversation with AI agents
Thread List	Conversation history and management
Knowledge Portal	Browse and search knowledge base
User Profile	Account settings and preferences
Admin Dashboard	Administration and analytics

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Features

User Authentication

• Secure login with email/password or social providers
• Single Sign-On (SSO) for enterprise
• Session management with automatic refresh
• Optional “remember me” functionality

Conversation Management

• Thread History: All conversations saved and searchable
• Thread Titles: Auto-generated titles for easy identification
• Continue Conversations: Resume any previous thread
• Thread Sharing: Share conversation links (if enabled)

Knowledge Portal

• Browse: Navigate knowledge base by category
• Search: Full-text search across all documents
• Favorites: Save frequently accessed articles
• Recently Viewed: Quick access to recent content

User Preferences

• Language settings
• Notification preferences
• Theme selection (if enabled)
• Default agent selection

Admin Capabilities

Authorized administrators have access to:

• User management
• Agent configuration
• Knowledge source management
• Analytics dashboard
• Organization settings

See Administration for full admin documentation.

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User Roles and Access

Role Types

Role	Access Level
User	Chat with agents, access knowledge portal
Power User	Extended features, additional agents
Admin	Full administrative access
Super Admin	Organization-level configuration

Permission-Based Agent Access

Users can be granted access to specific agents through:

• Direct Assignment: Assign agents to individual users
• Group Permissions: Assign agents to user groups
• Access Control Rules: Dynamic rules based on user attributes

See Access Control Rules for details.

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Troubleshooting

Authentication redirect fails

Problem: Users see errors when logging in or are not redirected correctly.

Solutions:

1. Verify redirect URLs are configured in authentication provider
2. Check domain configuration matches portal URL
3. Ensure SSL certificate is valid
4. Review browser console for CORS errors

Conversations not saving

Problem: Users lose conversation history between sessions.

Solutions:

1. Verify user is authenticated (not anonymous)
2. Check that the portal can connect to AGO
3. Review storage quotas and limits
4. Ensure thread creation is not failing

Knowledge portal not loading

Problem: Knowledge base shows empty or error state.

Solutions:

1. Verify knowledge sources are connected and synced
2. Check user has permission to access knowledge
3. Review knowledge portal configuration
4. Check for indexing errors in admin

Admin features not visible

Problem: User should have admin access but cannot see admin interface.

Solutions:

1. Verify user has admin role assigned
2. Check organization-level permissions
3. Clear browser cache and re-login
4. Review access control rules

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Security Considerations

Data Protection

• All data encrypted in transit (HTTPS)
• Sensitive data encrypted at rest
• Session tokens with secure expiration
• CSRF protection on all forms

Access Control

• Role-based access control (RBAC)
• Permission validation on all API calls
• Audit logging for sensitive actions
• IP allowlisting (optional)

Compliance

• GDPR-compliant data handling
• SOC 2 security controls
• Data residency options
• Data export and deletion capabilities

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Related Documentation

• Widget Configuration - Embedded widget alternative
• Security Overview - Security configuration
• User Management - Managing portal users
• Agents - Configuring AI agents
• Knowledge Overview - Knowledge base setup
• API Integration - Programmatic access