Ask Optra

Ask Optra is integrated into the updated shell so users can access AI assistance from sidebar and header entry points. Availability is account-controlled and can be disabled at tenant level. When disabled, the platform shows a clear message and directs users to contact an administrator.

Open Ask Optra

To open Ask Optra, do the following:

1. Click Ask Optra in the left sidebar, or click Ask Optra in the top-right page header.
2. If chat is enabled, use the chat experience directly.
3. If chat is disabled, review the message and contact your administrator.

Chat Disabled State

If chat is disabled, do the following:

1. If you see Chat is not enabled for this account., this is an account feature setting.
2. Contact your administrator to enable chat capabilities for your account.