This prototype shows a chat-first client portal for NDIS plan management.
Ask questions
Type a question or pick a suggested prompt. The assistant answers using sample data about Jordan Hayes's plan, invoices, providers, and recent communications.
Conversations
Each time you open or refresh the portal, you start with a clean conversation. Use Start new conversation in the header to clear the current thread without leaving the page. Pinned items and invoice actions from this prototype session may still be remembered in your browser.
Take actions
- Approve, decline, or hold an invoice — confirm with Yes or No buttons in the chat.
- Pin items for quick access from the home list.
- Reorder pinned items by dragging, using Move up / Move down, or by asking in the chat (for example: "Move the April statement to the top").
Pinned items
When you start a conversation, pinned items collapse to a single "Pinned items" button. Open it to see your list again.
Accessibility
- Large text size toggle in the header.
- Keyboard access to all controls.
- Screen reader announcements when new replies arrive.
Starting the prototype
You need Node.js 18 or newer. From the package folder, run npm start and open http://127.0.0.1:3847/. Do not open the HTML file directly — chat requires the local server.