Next Steps & Exploring Further

Congratulations on completing the Getting Started guide for Portal One! You've learned the basics of navigating the platform, creating AI agents, connecting LLM providers, and automating simple tasks with human oversight.

Now you're ready to explore further. Below are recommended next steps, categorized to help you find what's most relevant to your journey:

Recommended Next Steps for All Users:

These core features will help you build more powerful and sophisticated automations:

• Explore MCP Tool Integration (Intermediate):
  • What: Connect your agents to a vast ecosystem of tools and services via the Model Context Protocol (MCP). Access thousands of open-source MCP servers or integrate your own to significantly expand agent capabilities (e.g., accessing databases, external APIs, specific knowledge bases).
  • Where: MCP Integrations
• Utilize Tables and Forms (Intermediate):
  • What: Structure data collection and interaction. Create forms for agent data entry, and organize information within tables for agents to process or reference during conversations.
  • Where: Tables and Forms
• Set Up Auto Reply Triggers (Intermediate):
  • What: Enable agents to react instantly to incoming messages or events in real-time. Configure triggers based on message creator, number of messages created, or time elapsed since last message.
  • Where: Auto Reply Triggers
• Configure Message Routing with Channels (Intermediate):
  • What: Direct incoming messages to the appropriate agent based on defined rules. Use channels to organize communication flows and ensure the right information gets to the right place.
  • Where: Message Routing & Channels
• Manage AI Teams & Agent Delegation (Intermediate):
  • What: Create and manage multiple agents that can collaborate. Learn to delegate tasks between agents to build synergistic AI teams for sophisticated projects.
  • Where: Managing Agents / AI Teams

For Developers & Advanced Users (Coming Soon & Early Access):

We're actively developing advanced features to help you integrate Portal One even more deeply into your technical workflows. While full documentation is in progress, we're eager to hear from users interested in early access or learning more.

• Portal One API Integration:
  • What: Programmatically manage agents, trigger workflows, retrieve results, and integrate Portal One deeply into your existing applications and infrastructure using our RESTful API.
• Portal One Webhooks:
  • What: Receive real-time notifications about events happening within Portal One. Configure webhooks to push data to your external applications when specific actions occur (e.g., workflow completion, action approval).
• Portal One MCP Server:
  • What: Programmatically manage your resources and conversations directly from your favorite MCP client, e.g. Claude Desktop or Cursor IDE.

Interested in these developer features? Please contact us to express your interest and potentially gain early access or more information. Your feedback will help us prioritize development!

Need More Help?

• Explore the Full Documentation: Use the navigation menu or search bar to find detailed information on any Portal One feature.
• Contact Support: Support Page - If you encounter issues or have specific questions, our support team is here to help.

You're now equipped to explore Portal One's powerful features further. For a great next step, we recommend diving into MCP Tool Integration or Tables and Forms to quickly unlock more value from your AI agents.

Happy automating!