Using ORCA
Help library
How-to guides and plain-English answers for getting the most out of ORCA Opti. Browse by topic below.
Where do you want to start?
Pick the thing you want to fix, and we'll show you what to build.
| I want to… | Build a… | Start by… |
|---|---|---|
| Stop repeating the same answers | Workspace | Listing the top questions people ask you |
| Make information findable | Knowledge Pack | Picking the folders that matter most |
| Automate a regular report | Agent | Describing the output and where the data lives |
| Answer from your own documents | Ask Opti + Knowledge | Connecting your first knowledge source |
Get started
New to ORCA Opti? Start here.
Get things done
Start from the thing you want to fix, and we'll show you what to build.
Get an AI assistant that answers from your own documents
Set up an AI assistant that answers from your own company documents with source citations, kept inside your own tenancy.
OpenStop your team asking you the same questions
Turn the questions you answer over and over into a Workspace that answers them consistently, for everyone, at any hour.
OpenAutomate a report that takes hours every week
Turn a report you compile by hand into an Agent that drafts it on a schedule and waits for your approval.
OpenMake your policies and documents easy to find
Stop hunting through shared drives. Connect the folders that matter as a Knowledge Pack so people can just ask.
OpenCore concepts
The building blocks you'll use every day, in plain terms.
What is a Workspace?
A shared space where an AI teammate does a role, with its own instructions, knowledge, tools and schedule. What it is, why it beats a one-off chat, and how to set one up.
OpenWhat is a Pearl?
A reusable AI specialist you switch on for a single subject, trained on the Knowledge Packs you give it. What a Pearl is and how it differs from a Workspace and an Agent.
OpenMore help
Video walkthroughs, quick answers, and a way to reach our team.
Video guides
Short screen recordings that walk through common tasks. Watch here, or share by link.
OpenFrequently asked questions
Quick answers on data safety, Workspaces, plans, frameworks and trials.
OpenContact support
Can't find what you need? Send our team a support request and we'll get back to you.
Open