代理店とサービスチーム向け

チームの実務に合った顧客ポータルを構築

ユーザーとワークフローを説明すると、Markyが実データを扱える編集可能なフルスタックプロジェクトに変換し、本番公開まで支援します。

Markyでこれを作るすべてのWeb機能

簡潔な回答

AI顧客ポータルビルダーとは？

AI顧客ポータルビルダーは文章の要件を編集可能なWebアプリに変換します。MarkyはUI、バックエンド、データベース、認証、デプロイ設定を1つのプロジェクトに構築できます。

実際の業務に合わせて構築

Markyが実装できること

These are functional product layers tied to the workflow—not decorative sections copied from a template.

Private client workspaces

Give authenticated clients a focused view of their projects, milestones and requested actions.

Files tied to real records

Store uploads in S3-compatible object storage and associate each asset with the right client or deliverable.

Review and approval flows

Capture feedback, approval state, timestamps and revision history instead of losing decisions in email.

Internal operations view

Keep private notes and team controls separate from the simplified experience your clients see.

Your services and integrations

Connect payment, email, CRM or document APIs through protected project secrets when needed.

Branded URL and source code

Publish on an editable subdomain or custom domain, then sync the project to your GitHub repository.

推奨データモデル

初期版に必要なデータ

Clients: Organizations, contacts and access scope
Projects: Status, owners, milestones and client-visible progress
Deliverables: Files, versions, feedback and approval decisions
Activity: Comments, requests, notifications and audit history

プロンプト例

抽象語ではなく具体的な要件を伝える

“Build a client portal for a branding studio. Clients sign in with Google, see project milestones, review two deliverable types, upload reference files and approve work with comments. Staff need a private dashboard for deadlines, revisions and client requests.”

これを出発点にする

実践的な構築手順

Markyでの構築方法

01
Map what clients should see
Separate client-visible records and actions from private notes, controls and team workflows.
02
Design the access and data rules
Define clients, projects, files and approvals before Marky implements the authenticated views.
03
Test both sides of the portal
Review the customer experience and the internal operator path in the live preview.
04
Launch under your brand
Save the approved version, publish it, connect a custom domain and keep the code in GitHub.

共通の本番スタック

標準コードと管理された公開フロー

機能の全体像を見る

React + TypeScript

An editable frontend, not a proprietary page format.

Postgres + typed APIs

Persistent records and protected server-side logic.

Accounts + secrets

Authentication and protected credentials for integrations.

Built-in publishing targets Google Cloud Run. AWS services can be integrated through protected credentials, and the GitHub codebase can be adapted for an AWS deployment by a developer.

個別の質問

顧客ポータル FAQ

Can different clients see different portal data?

Yes, when that rule is included in the brief and implemented in the server and database access layer. Describe the roles and boundaries clearly so Marky can build and test client-scoped queries rather than relying on visual hiding alone.

Can clients upload and download files?

Yes. Full-stack projects can use the included S3-compatible object storage configuration for uploads. Marky can connect file metadata to database records so a document belongs to the correct project, deliverable and client.

Can the portal collect payments or show invoices?

Marky can create invoice records and integrate a payment provider such as Stripe when you add the provider credentials. Payment behavior and webhook handling should be specified and tested as a dedicated part of the build.

Is a client portal suitable for sensitive regulated data?

A generated portal should receive a dedicated security and compliance review before handling regulated or highly sensitive information. Marky can implement the application, but your legal, privacy and security requirements still determine the production controls you need.

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