The FD AI Portal is a data exploration and analytics platform that lets you discover applications, organize them into portals and workspaces, and interact with datasets, and internal tools or applications — all from a single unified interface.

1. Log in using your credentials (Auth0-based authentication).

2. You land on the Home page, where you can browse and search all available apps.

3. Open an app to add it to your Workspace.

4. Organize your workspaces into Portals for different projects or workflows.

5. Save your portal/workspaces to preserve your layouts and searches across sessions.

There are two ways to open an application: the Home page and the Sidebar App Catalog. Both add the app as a tab in your current workspace, but they serve different purposes.

The Home page is the best place to explore applications and understand what each one does before opening it.

- All available apps are displayed as cards in a responsive grid.

- Each card shows the app name, description, icon, dataset count, and a tag badge.

- Click a card to select it and open its detail panel on the right.

- Category filters — Use the filter buttons at the top ("All" plus category-specific buttons) to narrow the grid by app category.

- Dedicated search bar — Type to find apps by name, description, or tags. Search is real-time with debounced input. This is the most powerful way to discover apps, as it searches across all app metadata including long descriptions.

When you click an app card, a detail panel slides open on the right. This panel provides detailed information to help you understand what each app is about. This will evolve as we add more descriptions for each application:

- App header — Shows the app icon and total dataset count.

- Dataset search — Search within the selected app's datasets.

- Category accordions — Datasets are grouped by category. Expand a category to see its datasets.

- Dataset cards — Each dataset displays:

- Cover image (or placeholder)

- Name and detailed description — Helps you understand what data or functionality the app provides before opening it.

- Status badges and tags (first 3 shown; hover to see all)

- "Open app" button — Click to add the dataset to your current workspace.

The left sidebar's App Catalog is the fastest way to open an app when you already know what you're looking for.

Below the main navigation items (Home, Search, My Portals), the sidebar shows the Apps section:

- App groups — Apps are organized into collapsible groups with custom icons.

- Expandable tree — Click a group to reveal its apps and sub-groups, with indented nesting for organization.

- App items show:

- App name with icon.

Click the three dots on any app in the sidebar to access:

Open in a new workspace: Adds the app to a new workspace

- Click the toggle button to collapse the sidebar for more screen space.

- The sidebar auto-expands when you hover over app groups while collapsed.

The Workspace page is where you interact with your apps. It uses a flexible tab-based layout that supports split views and drag-and-drop.

- Apps open as tabs within a tabset.

- You can have multiple tabsets arranged side by side (split view).

- Drag and drop tabs between tabsets to reorganize your layout.

- Toggle full-screen mode to maximize your viewing area.

Data apps display rich, interactive tables powered by AG Grid:

- Data table with column resizing and auto-sizing.

- Number formatting — Values are formatted automatically (absolute numbers, percentages, basis points, custom formats).

- Conditional cell styling — Cells may be color-coded based on values.

- Excel export — Export the current grid data to an Excel file (.xlsx).

- Lazy loading — Large datasets load incrementally for performance.

- Charts — Visual chart representations of grid data.

- Control sidebar (toggleable) — A metadata panel on the side with:

- Dynamic form fields (checkboxes, dropdowns, tree selects, number inputs, etc.).

- Auto-apply or manual apply modes for parameter changes.

- Refresh button to reload grid data.

- Help button linking to documentation.

- Embedded sub-applications from a module registry.

- Can be opened within the workspace or as a standalone page.

- Support sub-routes and search parameter propagation.

- Supports reload.

Double Click on the tab title to rename it.

Click the menu icon on any tab to access these options:

Save Application: Persist the current state of this tab

Reload: Refresh the app content

Share: Generate a shareable link for this specific tab

Save a Copy: Duplicate the tab with its current state

Clear: Reset all parameters to defaults (Data apps only)

- Loading spinner — Shown while an app is loading.

- Save status icon — A checkmark indicates saved state; absence indicates unsaved changes.

- Tab name tooltip — Hover over a custom-named tab to see the full app path.

Visible when on the Workspace page:

- Portal selector — Shows the current portal name and save status. Click to switch portals.

- Add Workspace button (+) — Create a new workspace in the current portal.

- Workspace tabs — Horizontal list of all workspaces in the current portal. Click to switch.

- Click the share icon on a workspace to copy its shareable link.

- The link includes a `workspace_id` parameter so recipients open the exact same workspace.

- The workspace is auto-saved before the link is generated.

Portals are collections of workspaces that let you organize different projects or contexts.

Open the portals panel by clicking "My Portals" in the sidebar (grid icon). A slide-out panel appears on the right.

Use the sort control at the top to order portals by:

- Alphabetical

- Date Created

- Date Modified

Each portal is shown as an expandable accordion:

- Portal name — Click to edit (except for the Playground portal).

- Workspace count — Shown as a badge next to the name.

- Expand to see all workspaces in that portal.

Each workspace within a portal shows:

- Workspace name — Click to edit inline.

- Last updated timestamp.

- Action buttons:

- Open — Load this portal and workspace.

- Delete — Remove the workspace (with confirmation dialog).

- Share — Copy a shareable link.

- Duplicate — Create a copy of the workspace.

- Drag handle — Drag workspaces between portals to reorganize.

Click the more options icon on a portal header to access:

Set as default: Set the current portal as default portal - will load this portal by default instead of the playground

Auto-save: Toggle per portal. When enabled, your portal state is automatically saved as you work on every change made.

Auto-load: Toggle per portal. When enabled, the portal's last saved state is restored automatically on startup.

Save: Persist the portal's current state

Save a Copy: Duplicate the portal as a new one

Rename: Change the portal name

Delete: Permanently delete the portal and all its workspaces (with confirmation)

Share: Copy a shareable link for the entire portal

Clear Workspaces: Delete all the workspaces of the portal

Use the dropdown at the top of the panel to:

Search portals by name.

Create a new blank portal (automatically includes one workspace).

Switch between existing portals (active portal shows a checkmark).

Every user has a default Playground portal that cannot be deleted or renamed. Use it for quick exploration without affecting your organized portals.

Press Ctrl+K (Windows/Linux) or Cmd+K (Mac) to open the global search dialog.

- A full-screen modal appears with a search input.

- Type to search across apps and portals simultaneously.

- Results are grouped into two sections:

- Apps — Matching applications. Click to add the app to your current workspace.

- Portals — Matching portals with their workspaces. Click to navigate to that portal and workspace.

The left sidebar provides quick access to all areas of the platform:

Access your profile from the user menu (top-right corner) > My Profile.

- View your name and email address.

- Click Change Password to receive an email link for resetting your password.

- This option is available when MFA is enabled on your account.

- View your registered MFA devices (e.g., TOTP authenticator, SMS).

- Delete an MFA device by clicking the delete button next to it.

- Click the Give Feedback button in the top-right app bar (desktop only).

- A Usersnap overlay appears, allowing you to select a specific tab or UI element.

- Capture screenshots, annotate, and submit feedback directly from the app.

- Press Escape to cancel the feedback selection.

- Click the help icon in the top-right app bar to open the Intercom support widget (desktop only).

- Browse help articles or start a conversation with the support team.

- Access user guides from the user menu > User Guides.

Admin users see a bell icon in the top-right app bar:

- A badge shows the unread notification count.

- Click to open the notifications dropdown.

- Each notification shows a colored badge (info, warning, error, success), a timestamp, and a message.

- Actionable notifications (e.g., review requests) can be clicked to open the relevant item.

- Use portals to separate different projects or analysis contexts — keep your Playground for quick exploration.

- Enable auto-save on portals you use frequently to avoid losing work.

- Use Ctrl+K for the fastest way to find and open any app or portal.

- Split your workspace by dragging tabs into new tabsets for side-by-side comparison.

- Share workspace links with colleagues to collaborate on the same view.

- Export to Excel from data apps when you need to work with data outside the platform.

- Use the control sidebar in data apps to adjust parameters and refresh data without leaving the workspace.