Get help in the Client Portal

Short summary

Use AI Assistant to ask questions about the current Document. If AI Assistant is not available, open Help to browse answers by topic.

When to use this feature

Use this feature when you need to:

• Ask how to complete an action in the Client Portal
• Get guidance based on the current Document
• Browse help topics when chat is unavailable

Step-by-step instructions

1. In the Client Portal, open AI Assistant if it is available.

!Screenshot: Ask AI Assistant a question

1. Type your question in "Type a message".

1. Review the answer. If the answer includes a quick link, select it to go to the relevant part of the Document.

1. If AI Assistant is not available, open Help.

▶ Watch video: Open Help and browse answers

1. In the Help dialog, use "Help topic" to filter questions. You can also use "Search questions" to find a specific answer.

!Screenshot: Browse Help topics and questions

1. Select a question to expand the answer.

Notes & limitations

• AI Assistant prioritizes answers based on the current Document when that information is available.
• Help content is filtered by the current document type and selected topic.
• If AI Assistant is unavailable, Help is shown instead.
• Help access changes based on login status:

  - Logged-in users see Help as the last menu item.

  - Not logged-in users see a floating Help icon.

• AI Assistant may use quick links in answers.

Troubleshooting

Why do I see Help instead of AI Assistant?

Help is shown if any of these apply:

• You are not logged in.
• You do not have permission to use chat.
• AI Assistance is disabled in the document settings.

I am logged in but cannot use chat. Why?

Your permission to use chat may be restricted. The specs mention an example of users who are not "Editor", but the exact permission rule is {{missing_data}}.

Why is my answer generic instead of specific to this Document?

AI Assistant uses the current Document first. If no document-specific data is available, it uses general help content.

Can I search inside Help?

Yes. Use "Search questions" in the Help dialog.