에이전시와 서비스 팀을 위해

팀의 실제 업무 방식에 맞는 고객 포털 만들기

사용자와 워크플로를 설명하면 Marky가 실제 데이터와 프로덕션 경로를 갖춘 편집 가능한 풀스택 프로젝트로 만듭니다.

Marky로 이 사이트 만들기 모든 웹사이트 기능

핵심 답변

AI 고객 포털 빌더란?

AI 고객 포털 빌더은 작성한 요구사항을 편집 가능한 웹 앱으로 바꿉니다. Marky는 UI, 백엔드, 데이터베이스, 인증, 배포 설정을 한 프로젝트에 구성합니다.

실제 업무에 맞춘 설계

Marky가 구현할 수 있는 기능

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.

권장 데이터 모델

첫 버전에 필요한 데이터

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

프롬프트 예시

추상적인 표현보다 구체적인 요구사항을 알려 주세요

“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.”

이 내용으로 시작하기

실용적인 구축 순서

Marky로 만드는 방법

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.

공통 프로덕션 스택

표준 코드와 관리형 출시 경로

전체 기능 맵 보기

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.

구체적인 질문

고객 포털 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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