AI Chat: Integration with Other PortPro Features

Relationship with the Main PortPro Platform

The AI Chat Agent is fully integrated with the PortPro platform:

• Shared Data:
  The agent accesses the same datasets as the main PortPro platform, ensuring accuracy and consistency across systems.
• Complementary Functionality:
  Provides a conversational interface that simplifies information retrieval and supports quick actions, enhancing the overall platform experience.
• Authentication:
  Leverages the same authentication system as the main platform. No separate credentials are required.
• Permissions:
  The agent adheres to the platform’s permission settings, only displaying data based on assigned access levels.

Enhanced Integration

• Feature Toggle Integration:
  Code execution capabilities can be toggled on or off at the account level via PortPro’s administration settings.
• Enhanced Platform Navigation:
  The chat history function is designed to align with and enhance the overall PortPro navigation experience.
• Audit Trail Integration:
  All code execution activities are recorded in the platform’s audit logs to support compliance and security.
• Consistent Data Presentation:
  Tables shown in chat match the style, formatting, and terminology used throughout the PortPro interface.

Working with External Services

The AI Chat Agent can connect with key external services:

• Google Workspace:
  Supports reading from and writing to Google Sheets and accessing Drive files.
• Microsoft SharePoint:
  Enables data retrieval and updates for SharePoint-stored content.
• Email Notifications:
  Can send reports and tables directly through email to internal or external contacts.

Improved External Integration

• Enhanced Google Sheets Integration:
  Provides more reliable access with improved token refresh handling and connection stability.
• Enhanced SharePoint Integration:
  Offers more consistent performance and secure access to SharePoint documents.
• Email Delivery Service:
  Supports seamless delivery of chat-generated tables and reports through integrated email services.
• Improved Token Management:
  Reduces disruptions by automatically managing authentication token lifecycles for external services.

Example – Working with Google Sheets

Prompt: "Update the 'Driver Assignments' sheet with tomorrow's schedule."

Agent Response: "Updating the 'Driver Assignments' sheet in Google Sheets. The following data will be added:"
[Displays table with upcoming assignments]
"Proceed with the update?"

Confirmation: "Yes, proceed."

Final Response: "The 'Driver Assignments' sheet has been updated successfully."