User Guide · AI Agents
Portfolio library
Keep your past work in one library and let agents show it to customers inside the chat: carousels, a pop-up with every picture, and videos that play in the conversation.
The portfolio library holds your past projects: websites, apps, brand identities, videos and more. When a customer asks to see your work, the agent picks the projects that match and sends them right in the conversation. Customers never get a link to Behance, Google Drive or your website; everything opens inside the chat.
Open it from Settings › Portfolio. The library belongs to the whole workspace, so every agent can use it, and each agent chooses which categories it shows.
Adding projects
- 1Import from a linkPaste your website (or its projects page), a Behance profile or project, or a Google Drive folder shared with “anyone with the link” (each sub-folder becomes a project). Inboxi reads the title, description, pictures and videos of every project. Videos embedded from YouTube or Vimeo are not copied; upload the video file to the project instead.
- 2Or add one by handUpload up to 12 pictures and 3 videos, and write a short line and a full description.
- 3Review and publishEverything arrives as a draft. Agents only see published projects, so check the text, pick the cover and publish.
| Field | What it is for |
|---|---|
| Short description | One line under the picture on a card (about 140 characters). |
| Full description | Shown inside the project pop-up. Write what you did and for whom. |
| Client name | Optional. The agent mentions the client only when “Show the client’s name to customers” is on. |
| Pictures | Up to 12. The first one is the cover. |
| Videos | Up to 3 (reels, ads, films). Converted to play on WhatsApp, Messenger and Instagram; the first 3 minutes are kept. |
| How pictures are shown | Automatic, Website design, App design, or Pictures as they are (see below). |
How your work is shown
Every picture is shown whole, never cropped. Inboxi prepares long designs for you:
The guess is made from each picture's shape. If it is wrong for a project, change How pictures are shown in the project. The Preview button shows exactly what a customer receives on WhatsApp and on the website widget.
On each channel
| Channel | Several projects | One project |
|---|---|---|
| A swipeable carousel; each card has a “📸 name” button (“🎬 name” for video work). | A pop-up inside WhatsApp with the pictures at their own shape (a whole web page to scroll through), the description and “I want one like it”. “See more pictures” opens the next ones, up to 12. Video work sends the videos themselves. | |
| Messenger | Cards with “See project”. | The project page opens as a half-screen window over the chat, with the whole pictures and videos. |
| Cards with a “📸” button. | The pictures (or videos) in the chat, then “I want one like it” and “Other work”. | |
| Website widget | A row of project cards. | A pop-up inside the chat with the whole pictures (long pages scroll) and videos. |
What happens in the conversation
- Tapping “📸 name” or “🎬 name” opens that project straight away.
- “I want one like it” reaches the agent with the project’s name, so it can move to the next step (for example, offer a call).
- “Other work” makes the agent send projects the customer has not seen yet.
- When a customer opens a project, the conversation shows a note for your team (“👀 The customer opened …”), and the library counts the opens.
Agent settings
In the agent editor's Actions tab, the Show our work (portfolio) action is on by default. You choose:
- When to show work: only when the customer asks, or also on its own when seeing similar work would help (never in the first reply, at most twice per conversation).
- Which categories this agent may show, for example only websites and apps.
Links (optional)
By default nothing leaves the chat. If you prefer the card button to open each project's own page, switch the library to Opens the project link. Links then go through Inboxi, so opens are still counted in the conversation.