Your portfolio is everything uman knows about what your company sells: your offerings, the cases that prove them, your thought leadership and your brands. uman uses it to prepare your sales meetings, to match signals to what you sell and to write your outreach. The more complete your portfolio, the better uman can help.
Open Portfolio in the sidebar to find it.
📦 What's in your portfolio
The portfolio has four tabs:
Offerings: the products, services and solutions you sell, grouped in categories, with sub-offerings where you need them. See Offerings.
Cases: stories of customers you helped, with the customer's account and the offerings you delivered. See Cases.
Thought leadership: your insights, articles, best practices and playbooks. See Thought leadership.
Brands: presentations that tell your company's story, such as "about us" slides, ready to go into your presentation templates. See Brands.
🎯 How uman uses your portfolio
Meeting preparation: the Offerings that fit each sales meeting best, and Value propositions backed by your cases. See How uman can help you with your sales meeting preparation.
Signals: every signal shows its Matches, the offerings, cases and thought leadership that answer what is happening at the account. See Signals overview.
Outreach: when you reach out from a signal, uman writes the messages with that signal's matches in mind.
AI chat: ask the AI chat about your portfolio, or ask about one offering, case or thought leadership from the chat box at the bottom of its page.
Presentations: presentation templates can insert a brand's slides, or slides made from your portfolio templates.
Signals and meeting preparation only use Published items. Each team can also choose which offerings it focuses on and which it leaves out: see Teams.
🚀 Initialize your portfolio
A new workspace starts with an empty portfolio. If you're a portfolio admin, uman can draft it for you:
Open Portfolio. Under Initialize your portfolio, click Get started.
Add at least one of these: URLs related to your workspace (your website, for example), Files related to your workspace (brochures, decks) or Additional information. Then click Submit.
The portfolio shows Drafting your portfolio while uman puts it together. When it's done, the tabs come back with your first offerings, cases and thought leadership. Review and refine them like any other item.
If something goes wrong, you see We couldn't create your portfolio with the reason. Click Try again, or contact support.
ℹ️ Your portfolio needs a file storage. uman keeps your portfolio's files in your company's file storage (see How uman persists your documents). Without one, the portfolio shows Portfolio integration required and you can't add items yet. Contact support@uman.ai to get started.
👀 Find your way around
Grid or list: switch with the two icons at the top right of the tabs. The grid shows cards, with your offerings grouped by category. The list is a table you can search, filter (for example on owners or labels) and sort.
Columns: in the list, choose which columns to show, such as Owners, Last update, Key content or one of your labels.
Export to Excel: in the list, open the menu next to the add button and click Export to Excel.
Colleagues only see Published items. Portfolio admins see everything, and owners also see the items they own.
🔑 Who can do what
Portfolio admins add and edit everything: items, offering categories and labels.
Owners keep their own items up to date: they edit, publish and delete them. An offering's owners can also add sub-offerings to it, and cases and thought leadership linked to it.
Template admins manage your portfolio templates (see Template content below).
➕ Add an item
Offerings, cases, thought leadership and brands are all added the same way. Click Add offering, Add case, Add thought leadership or Add brand, then follow the steps on the left of the window:
The item's name, for example Offering name. A custom ID is optional: it's included when you export your portfolio. Offerings also need an Offering parent, and cases ask for an Account and their Confidentiality.
Owners: the colleagues who create and maintain the item. You're added by default.
URLs & files (Files for brands): add web pages and up to 10 files. Drag files in, click Browse..., or pick them from Google Drive or OneDrive, depending on your company's file storage.
Related offerings for cases and thought leadership, or Related cases and Related thought leadership for offerings: link the items that belong together. Brands skip this step.
On the last step, click Finish creating offering (the button names the type you're adding) and follow the progress in Recent activity. uman then reads your web pages and files and builds the item, which takes a few minutes. When it's ready, the item is a Draft: check it, then click Publish to make it available to others.
Didn't add any web pages or files yet? Then the button reads Save & finish later. The item is saved without content, and Finish setup on its page takes you back to the steps.
✏️ Keep an item up to date
Open an item to see its page. Owners and portfolio admins can:
Publish or Unpublish it: make it available to others, or take it back.
Edit its name, custom ID, image and owners, the parent of an offering or the account of a case.
Tag it with Edit labels.
Add web pages under Webpages and files under Key content. Files are processed in the background, and you get an email when they're done.
Delete it. This can't be undone.
Changes detected appears at the top of an item when one of its files was changed in your file storage. Click it, then Sync to update what uman knows about the item. Linked files don't update by themselves: to refresh them, select them under Regenerate files in the same window.
At the bottom of an offering, case or thought leadership page, ask the AI chat anything about that item.
Labels
Labels are your own tags, such as industry, region or priority, to organise and filter your portfolio. Portfolio admins create them with Manage labels in the grid view: Add label type (for example "Industry"), then Add label for each value (for example "Retail"). Owners then tag their items with Edit labels. In the list view, your labels show up as filters and columns.
🧩 Template content
Portfolio templates let uman create the same kind of content, in your own layout, for every offering, case or thought leadership they apply to. What uman made for an item shows under Template content on its page, above Key content. The section only appears when it has content, and you can't add to it yourself.
New template content can come with a review period. Owners and portfolio admins then see Review content by and a date on it. Open it to check it: Approve & publish publishes it straight away, and Regenerate archives it and creates a new version. Content that isn't reviewed in time is published when the review period ends.
Template admins set up portfolio templates in Settings > Portfolio > Templates, with the tabs Offerings, Cases, Thought leadership and Default. There they add, test and publish templates, and choose which items each template applies to, for example by Label, Parent offering or Confidentiality. Manage your templates in an item's Template content section takes them straight there.