User Portal
Self-service interface for users to manage settings, products, and ICPs.
Portal URL
https://users.platform.warmai.ukOverview
The User Portal is a web interface for users connected to your Warm AI account. It allows them to manage their own settings, products, and ideal customer profiles (ICPs) without requiring any API integration on your side.
- Use the portal when you want minimal development effort and want to give users direct control.
- Use the User Settings API when you need full programmatic control over user configuration.
Portal Features
The portal provides three main areas:
| Feature | Description |
|---|---|
| Settings | Profile and message preferences |
| Products | Product descriptions used for outreach |
| ICPs | Ideal customer profile targeting |
User Authentication
Users can log in to the portal using:
- Email and Password — credentials created during the connect flow
- Google OAuth — sign in with Google
The portal is login-only. Users cannot create new accounts through the portal — they must first connect via a connect link.
Settings Management
Profile Settings
Users can update the following profile settings directly from the portal:
- Name — first and last name
- Calendar Link — scheduling URL (e.g. Calendly, Cal.com)
- CTA Preference — call-to-action type for outreach messages
- Connection Requests — whether to include a note with LinkedIn connection requests
Message Builder Settings
Users can fine-tune how their outreach messages are generated:
- Message Length — brief, moderate, or detailed
- Tone — professional, casual, or consultative
- Reference Posts — whether to reference the prospect’s LinkedIn posts
- Lead with Question — open messages with a question
- Mention Trial — reference a free trial or demo in messages
- Custom Instructions — free-text instructions for the AI message builder
Products & ICPs
Users can manage their products and ideal customer profiles through the portal:
| Action | Description |
|---|---|
| View | See all configured products and ICPs |
| Edit | Update product descriptions, features, and ICP targeting criteria |
| Status | Check whether products are approved and active |
Integration Options
You can integrate the portal into your own application in several ways:
| Approach | Description |
|---|---|
| Direct Link | Link users directly to https://users.platform.warmai.uk |
| Embed in Docs | Include the portal URL in your documentation or onboarding guides |
| Conditional UI | Show the portal link only to users who have completed the connect flow |
Portal vs API
| Use Case | Recommended |
|---|---|
| Quick setup, minimal dev work | Portal |
| Full programmatic control | User Settings API |
| Both self-service and automation | Provide both options |
Related
- User Settings API — manage user settings programmatically
- User Management — add, suspend, and migrate users
- Webhooks — receive notifications when users complete setup