Client Portal
User Guide

Your Assignments

Questions for you — The forms assigned to you. Open one to answer it one question at a time; you can even use voice input instead of typing. On any question you can also attach files and add one or more relevant web links. A counter shows your progress (“Question 3 of 8 · 5 answered”).

Voice Q&A (hands-free) — Prefer to listen and speak? Turn on 🔊 Voice Q&A — the toggle at the top of each question card (it gently pulses so you can spot it). Each question (and its choices) is then read aloud as it appears, and the microphone starts automatically so you can answer by speaking. Switch it off any time; your choice is remembered.

Save & continue later — Your progress is saved automatically as you go, and you can save on purpose with a button. A part-finished form shows as “In progress / Continue.” Nobody sees your answers until you actually submit.

“Conflicting information” forms — Occasionally two descriptions of the same thing in your organization's information don't match. Orchid may send you a short “Conflicting information” form that simply asks which description is current — pick the one that matches how things work today (or choose “Something else” and describe it), with an optional box to explain any difference. It's an ordinary form you fill in the same way; it just helps us keep your organization's picture accurate.

Interviews — Sometimes Orchid asks you to do a short interview with Remy, a friendly AI assistant, about your role and day-to-day work, to find ways technology could make your job easier. It's a chat — each message is labelled with Remy's name or yours — that starts by confirming your name, business email, and role and explaining the ground rules (first time only), then it's one question at a time. When you begin for the first time, a short 🎬 guided tour plays automatically to show you around (you can skip or replay it anytime). The interview moves through a set of short topics (about a dozen), and a progress bar at the top of the chat shows the current topic and how far along you are (for example, “Topic 4 of 12”). Before moving on, Remy checks whether there's anything more you'd like to add, and it may recap what it understood and ask you to confirm — that's normal. You can pause anytime — it resumes exactly where you left off, without repeating the introduction. It works like a phone call: questions are read aloud in a natural voice and you can answer by speaking — the 🔊 Voice toggle at the top of the chat turns Remy's voice off (or back on) anytime, and typing is always fine. Answers aren't sent automatically: speaking or typing fills in the answer box, and you press Send when you're happy with it. Need to fix an earlier answer? Just tell Remy — or use "Edit my answers" on your summary page after you finish. You can also paste web links into the answer box and upload documents or photos of forms with the 📎 button (they're read right on your own device before anything is sent). Forget any of this mid-interview? The 📋 Instructions button at the top of the chat replays Remy's guidelines anytime, and the 🎬 Tour button right beside it plays a short, narrated walkthrough of everything on screen — during and after the interview. If we ever have to pause briefly for a technical reason, your progress is saved and Orchid will email you a link to continue — you'll never lose your place. You can share whatever helps, including forms and figures — anything personal, health-related or financial is automatically replaced with realistic stand-ins on your own device before it's sent, so your real details never leave your device and are never stored. If you ever step away mid-chat, Remy gently checks in and then saves your place so you can carry on later — nothing is lost. When you finish you'll get a summary (here and by email) that you can comment on, and you can revise any answer, reopen a topic, or add more to your interview anytime — choose “Add more to my interview” and Remy will invite anything else and keep listening for as long as you like.

A short form after your interview — During the chat Remy digs into each idea you raise, but rather than keep you talking while you spell out every last detail, it saves the remaining detail questions for a short form afterwards — you'll see it called “Use-case details.” Remy mentions at the end of the interview that it's on its way. It reaches you the normal way: an Orchid colleague reviews it first and assigns it to you, you get the usual assignment email, and you fill it in under Questions for you like any other form — nothing is ever sent to you automatically. Once you submit, Remy reads your answers, and if something important is still unclear you may get one more short round of questions; this stops as soon as things are clear, so it's only ever a round or two. While Orchid waits for those answers, your interview may show the status “Follow-up form” — that simply means the conversation itself is finished and only the last details are outstanding. Your summary is already there in the meantime. The same protection applies as in the interview: anything personal, health-related or financial is replaced with realistic stand-ins before it reaches the AI.

Files from Orchid AI Advisors — Files shared with you — by Orchid or by your organization's administrator. You can view them in the browser and download a copy.

Upload files & folders — Send files, a whole folder, or a note to Orchid (up to 50 MB per file; larger files resume automatically if your connection drops).

Files you sent — A history of everything you've already sent to Orchid — open any item to view or download it. Next to each file is a Drop button: if you shared a file by mistake or no longer want it considered, Drop removes that one file and clears anything it added to Orchid's understanding of your organization. It's permanent (you'll be asked to confirm), and it's separate from Retract, which takes back a whole submission.

Submitted Forms

Submitted Forms — The forms you've completed. Open one to view or edit your answers, or to discuss it with Orchid one question at a time.