One portal. Every user served.

Customers, DSAs, corporates and brokers each get their own view on one secure platform.

Plan your portal See how it works

One portal, four views

Built for every kind of user.

Each audience sees only what they need, on one secure platform.

Customers

Statements, service requests, payments and live request tracking.

Agents & DSAs

Submit leads, upload documents and track commissions.

Corporates

Bulk payments, maker-checker approvals and user management.

Brokers & partners

Issue policies, file claims and manage renewals.

An assistant that acts, not just answers.

Built with OutSystems Agent Workbench, the assistant can find a statement, change an EMI date or raise a request by itself. Anything sensitive goes to a person for approval.

Finds documentsCompletes requestsHands off to peopleWorks in any language

How it works for the user.

From sign-in to a finished request, without a branch visit or a phone call.

1Sign in

One login

Single sign-on with the right access for each user type.

2See

Their own view

Accounts, loans, policies or leads, from every system in one place.

3Ask

The AI assistant

Questions answered in plain language, any time.

4Act

Request completed

Workflows complete the request or route it to your team.

5Track

Live status

Every request tracked until it is done.

What OutSystems brings to your portal.

Fast to build, safe to run and ready for AI.

OutSystems Developer CloudODC

What it isOutSystems’ cloud-native platform. Apps run as independent services that scale automatically and ship on their own.

How we use it herePortals scale from a few hundred partners to millions of customers, with weekly releases.

Agent WorkbenchAI agents

What it isBuilds and orchestrates AI agents across your data, workflows and systems, with built-in human oversight. Plug in any major LLM.

How we use it hereThe portal assistant uses your systems as tools and hands sensitive requests to people.

Data FabricData layer

What it isA single virtual layer over your databases, APIs, legacy systems and SaaS apps. Data stays where it is and keeps its permissions.

How we use it hereA single customer view across core banking, cards, loans and CRM, without copying data.

MentorAI coding agent

What it isOutSystems’ platform-native AI agent. Describe what you need and it generates apps, AI agents, workflows and libraries for engineers to review.

How we use it hereNew portal pages and journeys are generated quickly and reviewed by our engineers.

Governance & MCPControl

What it isODC roles, approvals and audit trail, which also apply when engineers build and ship through OutSystems MCP.

How we use it hereRole-based access and a full audit trail for every action in the portal.

Up to 30%Fewer routine calls

60%Requests completed by self-service (target)

24x7Service, in every language

Questions banks ask us.

Can one portal serve customers and partners?

Yes. It is one platform with separate views and permissions for each user type.

Will the assistant give wrong answers?

It answers from your own data and policies, shows its sources and hands anything unclear to a person.

Does it work with our existing login and systems?

Yes. We connect to your identity provider and systems through APIs and Data Fabric.

Can partners see commissions and lead status?

Yes. DSAs and agents see live lead status, missing documents and commissions.

Plan your portal with us.

We will map your users, their top requests and where the AI assistant helps first.

Plan your portal See how it works