In this section, you'll be able to find answers to common questions as well as more advanced troubleshooting.

To navigate FAQ & Troubleshooting, click on the topic on the left menu to open its contents.

Jet Admin is an app builder that allows you to create Client Portals, Business Apps, and Internal Tools with your existing data, whether it's from databases, APIs, or Storages. You can build apps such as Onboarding apps, Admin Panels, Vendor portals, CRMs, and much more quickly and without code.

This 2-min video will explain what Jet Admin is and what you can build with it:

In Jet Academy, you'll be able to learn both the fundamentals of Jet Admin and more advanced topics through a series of short tutorial videos.

To navigate Academy, click on the topic in the menu on the left to open its contents, or get started with the most basic functions:

In this Crash Course, we'll learn the fundamentals of Jet Admin so you can start building your app today.

We'll also dive deeper into advanced concepts to help you get the maximum juice for the squeeze.

Finally, we'll build some of the most popular kinds of apps together, guiding you step by step from the square one to production-ready.

In this section, you'll learn how to connect your Data to Jet Admin.

You can connect as many data sources as you need to create a centralized place for all your operations. You can integrate with anything using native integrations or custom APIs.

Use the submenu to navigate to a particular topic or start with the first one:

Data Editor is a key part of the Jet Admin App Builder. Typically you end up in Data Editor right after you connect your data source(s).

In Data Editor you can audit, edit, and refine your data before using it in the App Builder.

This short video will help you understand how to get around Data Editor and start working with your data more quickly.

Once you've connected your Data Source to Jet, you can specify its settings, specify the sync intervals, see audit logs, manage collections (tables), and more:

Before you start working with your data, it makes sense to organize it so you can easily access the relevant parts.

This video covers the basics of sorting, filtering, working with columns, and more.

In this video, we'll learn how to edit your data in Data Editor:

• Edit particular fields

• Add and delete records

This video explains how to change field types so that you can make sure your data is rendered in the correct format.

In this video, we'll learn about the related data – what this means and why relational databases are such a great concept. We'll also learn how to work with related data in Jet, how to set relations, and what to do with these related data sets later on.

In this video, we'll learn about the very powerful field types Rollups and Lookups. We'll also go over an example of how to use them to "look into" the related table and get the information you need from there.

This is the overview video on how to work with files in Jet, whether that means connecting an Airtable with files attached to records, connecting a dedicated storage such as Firebase, or using another data source.

In this video, we'll look behind the "no-code" curtain and explore how you can consolidate data from multiple data sources (Non-SQL included) using custom SQL queries.

In this Crash Course section, we'll learn the fundamentals of the App builder.

App builder is a core part of Jet Admin. It allows you to assemble your UI, and layout as well as bind and transform data to create custom user flows for your app. All this is done through an intuitive Drag & Drop and Point & Click interface.

Go into the submenu to navigate to a particular topic or start with the first one:

Any app you'll create with Jet will be built in the Builder mode so it's important to understand what it is and how it interacts with the user mode where your end users will be using the app

Before diving into the features of the builder, it's important to understand the fundamental structural elements of any app you build with Jet: Pages and Overlays.

UI builder is a part of the App builder and allows you to assemble the UI components on the page using pre-made Drag & Drop UI components

To build any app you'll need two things: your UI and the data. But how to link or connect the two in Jet Admin? Learn in this video

In this and the following videos, we'll cover how to bind data and components in various situations. In this video, in particular, we'll learn about the Filter-Table binding use-case: you have a filter component and you want all the inputs in it to be passed over into the Table and used to filter it.

In this video, we'll learn about the Field-Table binding use-case: you have an input field component and you want a value from a specific column from in a selected row of a Table to be fetched into this field

In this video, we'll learn about the Form-Table binding use-case:

• You have a Form and you want this form to dynamically receive the values from a selected row (a record) of a Table into the fields of this form

In this video, we'll cover binding UI elements from separate pages:

• You have a Table on Page 1 and an input field on Page 2 and you want, when you click on the specific row in the table to drill down into Page 2. Additionally, as you drill down, you want to "pass" a specific value from a selected record in the Table into the input field on Page 2

In this video, we'll cover binding a UI element in the Modal to the UI component on the Page:

• You have a Table on a Page and an input in a Modal and you want, when you click on the specific row in the table to open up the Modal. Additionally, as the Modal opens up, you want to "pass" a specific value from a selected record in the Table into the input field in the Modal

In this section, we'll go over specific apps, building each use-case from scratch to the point when it's up and running.

Go to a specific one in the submenu or start from the first one:

If you want to duplicate your app, you can save your progress as a backup to a file, create a new app, and restore your app from a backup. Please be aware that created actions won’t be copied, you will need to add them manually.

Go to MyApp in upper right corner -> Environment -> Settings -> Download backup

After that, create a new app and go to the Environment -> Settings to restore your backup.

If you've added new SQL tables to your database, you will need to manually select new tables to load into JetAdmin.

Go to Data -> Your Resource Name -> Three dots -> Edit resource

Scroll down and click on "Choose Tables"

You will see a list of your tables there. You’ll need to click on checkboxes of tables that you want to add and then click on "Update resource".

If your data is not loading, there might be many potential causes for this. This might as well render differently in the UI component: the infinite load, or the error.

In this article, we'll review the most common causes of this issue and help you identify and fix the problem.

Case 1 - VPN

A user supposedly hasn't changed anything but started to get this error:

Solution: Disabling VPN solved the problem - this is the most common reason for such an error. After disabling it, reload the page.

Case 2 - SQL query filters

In this case, a user wanted to display a filtered collection from a custom SQL query but got the "Nothing found" message

Even though the query was correct, it didn't account for the fact that Jet handles filtering automatically, so you should not add the WHERE clause.

Solution: omit WHERE and only set up the inputs and reference them in the query.

👉Before we jump into the thick of it, there is one thing that needs to be clarified:

Internal Tools vs Customer Portals

Both Client Portals and the Internal Tools are the same in their essence - they are just web or mobile apps built on Jet Admin. However, they differ from the usage perspective: end-users of the Portal are external users, e.g. Vendors, Partners, Merchants, or Individuals, whereas end-users of the Internal App are internal users, i.e. your organization's employees. They also differ in pricing.

Typical use-cases for the Client Portal and for the Internal Tool also differ, that's why we've created two separate quickstart journeys based on the common use-cases:

If you want to save time building your app, you can apply one of the templates that you can find on the dashboard. You can preview the templates .

If you are having trouble connecting Django to JetAdmin, you will need to check a few things:

• Make sure there are no network restrictions.

• Check whether your Jet Bridge is the latest version.

• Check your CORS policies in Django.

If your network with Django is okay, and you are using the latest Jet Bridge version but still getting errors like this:

That means that you need to check your CORS policies in Django.

By default, there is a parameter in Jet Bridge for Django that contains CORS in settings.py called "JET_CORS_HEADERS".

It is enabled by default and filled automatically, but if your Django already has an app called “corsheaders” then it turns off. You can configure your CORS settings in the "corsheaders" app instead.

Alternatively, you can try to force "JET_CORS_HEADERS" to be set to True, but it can lead to strange effects, so we would advise trying it only as a last resort.

To fix this you need to Recreate Scheme.

1- In Jetadmin, open the resource that is failing to sync;

2- Click on the 3 dots button on top-left near the resource name;

3- Choose ‘recreate scheme’ from the menu;

4- Click the ‘recreate structure’ red button;

5- Wait a few seconds till the data is being imported, then click the ‘Start working with …’ blue button.

Now your resource should be synced and working fine.

Custom CRM in 10 mins 🚀

To familiarize yourself with how Jet works, let's build a simple CRM that will allow us to View and Edit the Customers:

We'll go through the whole process of creation step by step. Let's start with our data:

Nested filters allow you to go through the layers of relations between collections and filter by ANY field from ANY collection (table), that's related to the original one.

This tutorial will show how to customize the app's primary colors, typography, and menus.

The menu is a great component when you would like to implement navigation between pages.

After you've made the changes to your app, you can preview it to test and, if everything's right, publish it. To preview your app, click on the Preview button at the top.

Great! Now that we're done with the Basics, we can get to the advanced functionality of Jet Admin:

If you want to allow an input to only receive a certain number or text format, you can use regular expressions.

For example, let's say that you want your input to receive an ID number that is structured like this: “010.124.501-55”. If you don’t know how to write regular expressions, you can simply ask any AI bot to do this for you, ChatGPT for example:

After you get your regular expression, you can input it in the validation field of your component. Click on the component in builder -> Display tab -> Validate -> Use Regular expression

You can also mention your field format in the custom validation error field for easier understanding.

Generate documents for your Jet Admin applications with the Documint.

Slowly ramping up the complexity of the use-cases, now we'll look at the Table-Table binding:

• You have two related tables and want, in the second Table, to dynamically show the records related to the selected (clicked) record in the first Table

PM Portal in 5 mins 🚀

As an example, we'll build a Portal for a Consultancy agency's corporate clients where they can View their Projects, Edit the related Tasks, and Update their Profile:

To build the portal, we start with preparing the data:

In this article, we'll review the integration with Airtable, and its characteristics and will go through the steps necessary to connect it to Jet Admin

You can connect to Airtable from the data tab on the left menu bar or from the data section within a UI component. You'll need to enter a valid personal access token, and choose a base.

To obtain your personal access token on , follow the steps below:

1. Go to Airtable's page

Jet allows you to connect and sync with 50+ data sources: business apps (Airtable, Stripe, Zendesk), Data Warehouses, Internal and external REST or GraphQL APIs, and File Storage. Once a is set up, you can utilize your data to create apps.

This guide focuses on using as the data source. Jet Table offers a quick and secure method for storing and modifying data specifically for Jet applications. It integrates the robustness of a PostgreSQL database with the user-friendly aspect of a spreadsheet interface, enabling efficient data management.

To insert test data into the Jet Database, first download the following provided CSV files:

Our Slack channels are available for Pro and Enterprise plan users, including:

• Internal Tool Pro

• Internal Tool Enterprise

• Customer Portal Pro

After creating a project, you'll be prompted to start with the Blank app or your Data. Select your chosen Data Source, fill in the credentials, and finish the process.

1. Click on the Data Source icon

2. Click on the Add Resource icon

You can link different tables as long as there's a common field in both of them. In our case, we'll link by the Unit name field.

Drag the Table component and change the mock data to your own. Select the data source you've connected and the page you want to display:

1. Drag and Drop the Table Component to the page

You can build Portals with data from pretty much Any Data Source: Firebase, Sheets, Airtable, Stripe, REST API, and so on. We'll use Airtable in our example.

In our case, we will use two tables: Projects and Tasks. The projects table has the Link to Tasks column and the Tasks have the Project column in it.

To set up Frame for Image – add Border to the Rectangle:

1. Select Ellipse

To customize Cards in the Gallery, follow the steps:

1. Click on the Gallery

2. Click on the Property card button in the right panel

This part focuses on advanced Jet features such as custom HTTP, SQL queries, conditional visibility, and related fields (e.g. single relation). Let's start with the latter:

Jet can automatically generate a user interface when creating a new page. There are several use cases that you can cover:

1. Record Review: allows you to view the details of a record selected from a list.

2. Record Update: update the data of a record chosen from the list.

Responsiveness and support of multi-screens refers to the ability of a design to adapt and display optimally across various devices and screen sizes. It ensures a seamless user experience by adjusting layout and content to accommodate different resolutions, promoting accessibility and usability.

To fit your component to different screen sizes, follow the steps:

1. Click to fix the width for the text component.

2. Go to the resizing section in the

Where is my data stored, and is it secure?

Yes, your data is secure and is always stored by you, whether that be with your chosen data resources or on your own servers. We provide Jet Bridge that makes our architecture secure. Jet Bridge is a free and open-source app that generates an API and proxies the requests to databases and business apps. We don’t collect, copy, or host your private data on our side. Jet follows best practices to ensure that important data is only accessed by you and your users. Jet encrypts all data and credentials that go through our servers using an HTTPS connection. Jet Admin offers you the ability to use Jet Tables, which is a PostgreSQL database hosted by Jet. Jet Tables, like other top-tier PostgreSQL databases, uses best practices to keep your data secure. Using Jet Tables is the only case in which your data would be stored on Jet servers, but there is no difference between the way Jet Admin allows you to access data in Jet Tables and the way that Jet allows you to access your data in other PostgreSQL databases, so your data remains secure, regardless of which databases you choose to use. You can learn more about Jet Tables here.

Host Jet Bridge on your servers. You can place it behind your VPN, in your own VPC. We won’t get access to your data, however, you will still receive interfaces updates normally.

If your infrastructure doesn't have access to the internet, you can use on-premise on your own servers and block all network connections. You can place it behind your VPN, in your own VPC.

Built-in Security-Grade Features

To prevent bad consequences for your business, Jet Admin automatically creates a backup of your interface, so you can always restore it in case of an incident. Simply push the “Recover” button at the top right corner of your screen and select what you would like to backup.

Since Jet Admin doesn’t require access to your data, you are free to host your admin’s API under DMZ or VPN network. Once you do that, your admin panel will be separated from your public network, leaving no chance for malicious attacks or remote rooting. This might be on a checklist for some large healthcare and financial companies that can be held liable for clients’ personal information. In most cases though, it is not a necessity.

Components are prebuilt UI elements your users engage in, such as Tables, Forms, Buttons. In this example, only a limited number of components are used; you can explore 50+ Components in the UI Component Library. Drag-and-drop components within Layout Columns, Tabs, and Modals, facilitating the building of your app.

You'll be building an app that enables the creation and updating of Deals data. To enable this functionality, you'll add Table, Forms, and Modals. Learn more about in our documentation. Additionally, if you want to implement this functionality swiftly (Create, Update, Delete flow), you can generate it in seconds using .

Columns are used to set the horizontal component of the layout. You can add multiple columns and resize them.

When you select the Table component, the right panel automatically updates to display the properties of the component. Components come with a wide range of properties that you can configure. Properties are accessible from other components and queries, allowing for a more integrated and dynamic user interface experience.

Click Data Source – Jet Tables and the Deals collection that you've created.

Modify the Logo column to have a circular frame and position it as the first column.

Component Binding allows the passing of values between components. In this case, we will bind the Table and Filter components, enabling users to filter Deals by criteria such as Name, Priority, and Amount.

The final component to add is a Form component. This component will allow you to generate automatically based on your Collections fields.

Every field in the Form is individually configurable: you can add or remove fields from the Form, alter the field type, rearrange the order of the fields, and change appearance.

To update a deal, the user must select the corresponding row in the Table. You can configure the first row to be selected by default in a Table. To do this, go to the Display tab in the Table properties and choose Select the first row by default.

In Data, you can set up field types (Number, Text, Select, Date, Rating), define Relations between tables, pull record contents from one linked record into another, perform a calculation on Relation, or calculate the values.

Next, let's set up the field type for the Priority field. We will configure it as a Select type with predefined options: High, Medium, and Low.

1. Click on Priority header in your table to access its settings

2. Choose Edit field to modify the field's properties.

3. Select the field type as Select. This allows you to create a dropdown menu with predefined options.

4. Click on Display to proceed with the visual setup.

5. Add predefined options for the 'Priority' field: High, Medium, and Low.

Use the Link to Record field type to establish a relationship between Deals and Companies. This will enable you to link these two tables, effectively associating specific deals with respective companies.

1. Click on Company id column in your table to access its settings.

2. Choose Edit field to modify the field's properties.

3. Select the field type as Link to record. This option allows you to create a link between the current record and another table.

Once you've established a Relation using the Link to Record field type, you can pull record contents from one linked record into another, and you can perform calculations on this Relation, enabling more complex data manipulations and analyses based on the interconnected data.

Next, we will focus on extracting and inserting the Company logo into the Deals table.

1. Click + New Column on the right-top

2. Select Lookup related field

3. Select Company_id > Logo

In Jet Admin, you can customize the appearance of your Portal for better usability. Let's start with the Units table.

Let's disable unnecessary columns and rearrange the order.

1. Click on the Units Table

2. Disable the unnecessary columns

Let's now set the number of displayed rows to 5, and make the first row selected by default. To do that, follow the steps:

1. Go to the Display Tab

2. Set 5 in the Rows Per Table section

3. Enable the Select First Row By Default option

You can change the field types to render different fields differently and customize their appearance. To do so,

1. Click on the Priority field

2. Choose Low Option

3. Click on the Color field

In Jet Admin, you can configure and customize any component individually on any page. Let's make our record fields non-editable so that the users will be able to change them.

1. Click on the Unit ID field

2. From the menu on the right, change it to Editable

3. Click on the Assign To ID field

Applying similar edits to the Tasks table and we're done with the UI customization.

Now, let's invite external users and make them interact only with their data:

Join the community here → https://community.jetadmin.io/

The community is where you can meet, get help & support, share resources and discuss what you're working on. The community is filled with thousands of kind and friendly users – many of them experts – who are willing to help each other out.

We have only a few simple guidelines:

• Be polite and kind to other members

• Use the search bar to see if your topic has been discussed before

• Check out the community’s different

• When posting questions, try to be clear and concise and write descriptive titles. If you need help with many different things, try posting them as separate topics.

• Where possible, provide links (e.g. to your app), screenshots or even videos that help explain the point you are trying to make

• Please be aware that everything you post in the forums is public

• If you have questions that others could benefit from – try to post publicly and not privately message other members. Some of our experts and staff get a lot of DMs – bear in mind that there are many other people in the forum that may be able to help you.

In Jet Admin, you can make certain components visible or invisible depending on the values or combination of values from your data or user attributes.

Say, we want to show two different status change buttons depending on the status value of the selected row of the users table:

To achieve that, let's first drop two buttons: one that changes the status of a user to "active" and the other that changes it to "inactive":

Then, we proceed to the "Activate" button's settings to the "Visible" section:

Next, we type in the condition: IF the status value from the selected row equals "inactive", then return true, otherwise, return false. Returned true will make the component visible and false will make it invisible:

Here's the expression: =IF(EQ(elements.users["0"].selected_item.Status, "inactive"), 1, 0)

Then we do the same for the "Deactivate" button, grabbing the "active" value from the selected row:

=IF(EQ(elements.users["0"].selected_item.Status, "active"), 1, 0)

And we get our buttons being dynamically hidden based on the status value from the selected row:

A helpful way to think about apps is through how users interact. Two elementary levels of interaction are viewing and editing data, which we built on the previous steps. But often, apps need to be able to perform custom actions with specific workflow.

Initiating a Form is a form of action. Actions such as Open Link and Show notification are native functionalities within Jet, triggering specific processes within your app.

In this tutorial, we'll set up a system to automatically send notifications to the user via email and Slack when a deal is marked as Closed Won.

1. Initiate the workflow when the Deal is updated, which occurs when the associated form is successfully submitted.

1. Add a conditional step in the workflow that checks whether the deal stage is set to Closed Won. For the conditional step, employ the 'Equals' operation using the EQ({deal_stage}, 'Closed Won') to verify if the deal stage matches the Closed Won status. The value for {deal_stage} is selected from Formula.

1. Send email. Add actions to send an email with the content formatted as: "Deal {0} is Closed Won". Here, {deal_name} should be dynamically inserted into the email content, and its value can be selected using a formula that references the {deal_name} field from the data source.

1. Show notifications. Use the same logic to implement notifications.

To pass data of type Image from Visual Builder to Component Designer, use the Parameters:

1. Click on Parameters in Toolbar

2. Click on Add Parameter in the Parameter sidebar

3. Click on Edit button to rename the Parameter

4. Change the type of the parameter to Image

5. Drop a test value for the Parameter

6. Save the test value

To show an image in the design, follow the steps:

1. Click on the shape you want to add an image to.

2. Go to the fills on the Right Sidebar.

3. Click on the Image button.

To add text to your design, follow the steps:

1. From the menu on the top left, click on the Text button.

2. Locate the field in your design.

3. Add a test value to the field and save it.

To connect the text field to the parameter using the formula, follow the steps:

1. Click on the field you want to connect a parameter to.

2. Click on the Function button.

3. Click on the Function button inside the field to specify the parameter.

Hiding elements is useful for optimization, such as concealing large navigation menus on smaller screens. Conditional visibility improves user experience by showing only relevant content.

Hide elements in Component Designer using Conditional Visibility:

1. Click on the element you want to set conditional visibility to.

2. Go to the Right Sidebar.

3. Click on the Conditional Visibility button.

4. Scroll and choose the option that fits the best for your requirements.

Dynamically change elements in Component Designer using Conditional Fill:

1. Click on the element you want to set the conditional fill to.

2. Go to the Right Sidebar.

3. Go to the Fill section.

To add shapes, follow the steps:

1. Click on the Shape icon in the Toolbar at the top-left.

2. Select Rectangle as a Shape

3. Drag-and-drop Rectangle to the Canvas

Customize (resize, reshape, position,...) the Rectangle shape using the Right sidebar:

1. Click on Rectangle

2. Update the positioning of Rectangle

1. Update the corner radius of Rectangle

You can set up agents in several ways:

• Use Jetadmin triggers by selecting “Agent” as the action when setting one up.

• Choose from the component list: Type “Agent Chat” in the search box and drag it onto your page

• Left menu: Click Agents → Add Agent. Then choose to create an agent from scratch or use a built-in template.

Single relations help you fetch data from the related collections.

To illustrate how it works, let's imagine we have the Transactions table that doesn't contain a customer's email and the Users table that contains the customer information including the email:

And we want to display the email in the Transactions list:

First of all, we identify how our tables are related: for each user, there are several transactions that are related to the users list by the ID and Customer ID fields:

Now, let's create a new custom column in the Transactions table:

Then change the column type to Link to record

Now, we need to select where we'll get the user email from (a related Users table), what field in the Users table is used to set relations with the Transactions table (the ID field), and what field from the Users table we'd like to display (the Email field):

And the final step is to get our custom field value from the Transactions table field that sets relations to the Users table (the Customer ID field):

Now, let's make UI components dynamically visible based on a rule:

Jet Admin provides a library of pre-built UI components, such as Table, Map, Gallery, or Charts that you can drag and drop to display your data. As well as the Layout components that are used to assemble other components on the page.

Set the Layout

Columns are used to set the horizontal component of the layout. You can add multiple columns and resize them.

To add columns, follow the steps:

1. From the Layout menu, drag and drop Columns

2. Drag and Drop the Tasks Table in the Right Column

3. Drag and Drop a Form in the Left Column

We also can change the position of the individual fields in the record view. For that, drill down into the record and drag and drop the fields you want to reassemble:

Now, let's add our Project table and link it to the Tasks table:

To pass and bind simple data with the elements, follow the steps:

1. Click on the Gallery

2. Click on the Property card

3. Click on the Change Data Binding

4. Pass the corresponding Data for each of the Custom Components.

5. Click Use Selected Binding for saving.

To pass and bind data with the elements using Functions, follow the steps:

1. Click on the Gallery

2. Click on the Property card

3. Click on the Change Data Binding

Jet Email allows you to send emails via Action or Workflow/Automations. All emails will be sent through no-reply@jetadmin.app (unless you have set up a custom From email address in App Settings).

Use the following guide to set up emails, and specify the next operation:

1. Choose operation -> App built-ins

2. Action -> Send email

3. Specify inputs:

• to – receiver email (allows only email's format)

• subject – text field to specify the email subject

• text – text field without markups

Instead of defining logic manually, you can enable tools that allow the agent to fetch information, take actions, and process results.

Tool Capabilities

Data Access & Operations

Connect data sources and MCP integrations to let the agent:

• Read and query records

• Create new entries

• Update existing data

• Delete records when needed

This is essential for building agents that work with your application data.

Use built-in tools to perform actions inside your app, such as:

• Sending emails

• Accessing user or team data

• Triggering internal processes

Enable tools that allow the agent to retrieve information from outside your system:

• Internet Search: find up-to-date information

• Fetch URL Content: read and analyze specific web pages

Allow the agent to generate new content:

• Image generation: create visuals from prompts

• Code execution: process data, run logic, or perform calculations

To familiarize yourself with how Customize with Designer works, let's build a simple design:

We'll go through the whole process of creation step-by-step.

1.1 Choose Component Type

Identify the type of component you want to create, whether a button, card or any other UI element.

1.2 Customization with Designer

You can type SQL directly in the editor or click Ask AI to describe what you need in plain language. AI will generate the SQL for you—for example, “show tickets created in 2019 with low priority.”

Or consider using AI to refine or write your SQL query for enhanced accuracy and efficiency.

On the right-hand panel, you will see a list of all available tables and their columns. By clicking on any table or column, it is automatically inserted into your SQL editor. This eliminates the need to manually type table names or remember exact column names, reducing errors and making query construction much faster.

The Query Builder also allows you to add dynamic parameters using the Insert Input option below the editor. Inputs act as placeholders for values that can change, so you can reuse the same query multiple times with different filters. This is particularly handy when running similar queries across different date ranges or user IDs without rewriting SQL each time.

Agents in JetAdmin are AI components that can understand a task, decide what actions to take, and execute them using available tools. They don’t rely on fixed steps instead, they determine the best way to complete a task based on your instructions and context.

• Decision-based: choose actions instead of following fixed logic

• Action-oriented: use tools, workflows, and data to get things done

If you need to make your own API request, simply select "Make an HTTP request" as the operation. This allows you to connect to any external API and display the response data using available components, such as tables or charts. Just configure the request method, URL, headers, and any necessary parameters based on your API.

1. Go to the Component Settings then Add Data Resource

2. Select a resource then choose collection as Make an HTTP request

Now you are in API Query Builder. Specify endpoint and add any new parameter.

The key functionality of any Portal is that any user or group of users see and interact only with their data. In this step, we'll invite our users and set permissions to turn our Airtable app into a secure portal.

Invite Users

Click Share and add the email of a user. Then we can invite this user to the existing team or create a New Team by clicking Add a new Team. In our example, we build a portal for corporate clients, so we'll create separate teams for every company we work with.

1. Click on the Share button

2. Paste the Email you want to send an invite to

3. Click on the Team Icon

4. Choose Add a New Team

5. Write the Name of the New Team

6. Click on the Create button

Then send invites to the users.

Team Properties and User Properties are used to set the data separation in Jet Admin. For each team or user, we add a Property that uniquely identifies a company or a client, such as domain or email. In our case, we use the company name:

1. Click on the Add Property

2. Choose the Name of the Property

3. Click on the Create button

Next, we need to filter our Portal's data by the property. Select the component you want to separate data for, proceed to filters, and set them Client field to match Client property what we've created.

1. Choose the Table

2. Click on the Filter icon

3. Choose Client -> Client equals

Additionally, we want our Coffee Beans employees to interact only with the portal page we've created. For this, go to the Teams and set page-level permissions to allow access to the Tasks , Tasks-edit and the Tasks-create pages:

Now, let's check how that works: the Beans Coffee employee that we've invited can see only their company's projects:

A skill can contain custom instructions, knowledge, or specialized behaviors that agents can use when responding to users.

Skills can be attached to multiple agents and managed centrally.

To add a skill:

1. Open your agent settings

2. In the right-side Skills section, click

Files generated by agents are automatically collected and stored, making it easier to access outputs from long or complex conversations.

During conversations, agents can generate files such as reports, spreadsheets, documents, JSON data, or exported results.

All generated files are automatically saved to the agent’s Files section.

To access generated files:

1. Open the agent

This is useful for recurring reports, monitoring activities, notifications, data processing, and other automated workflows without requiring manual interaction.

To create a task:

1. Open Agent Settings

2. Navigate to Automatic Tasks