Orbit AI settings
Use Settings → Orbit AI to open Help & support and choose whether the floating Orbit help button appears while you work.
Settings → Orbit AI is where you choose how Orbit offers help while you work in Spacebrain. Use it to open the Help & support panel or to show or hide the floating Orbit help button. These settings are personal, so they only affect you.
Before you begin
- Any signed-in user can open this page. You don't need an admin role.
- The setting is saved for your account in this browser. If you use another browser or device, set it there too.
- This page doesn't change how Orbit answers questions about your workspace, or what AI Copilot does for your customers. For those, see Orbit, your AI assistant and AI Copilot.
Open Orbit AI settings
- Select Settings at the bottom of the sidebar. On a phone, open the menu first.
- In the Settings list, select Orbit AI.
What you should see: a page titled Orbit AI with the note Choose how Orbit helps you while you work in Spacebrain. It has one card, Your Orbit assistant.
Open Help & support
Select Open Help & support. The Help & support panel opens with these tabs:
-
Get Help: ask a question in your own words. Orbit looks for relevant guides and writes an answer. When you're on a page it recognizes, you can select Use … page context so the answer fits the page you're on.
-
Contact: send our team a note. Choose Contact support, Report a bug or Share an idea. If you've been chatting with Help, you can select Send conversation to support so you don't have to repeat yourself.
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My requests: replies from our team. A number, such as My requests (1), shows when there's something new to read.
The bottom of the panel also links to the Help Center and to Email support.
Show or hide the floating help button
The floating Orbit help button sits in the bottom-right corner of the screen. Its tooltip says Help & support, and it opens the same panel. Now and then it may show a small Need help? bubble, which you can dismiss.
- Open Settings → Orbit AI.
- Turn Show floating Orbit help button on or off.
What you should see: the change applies straight away. The note under the switch reads Saved for your account in this browser. Help is always available here. Even with the button hidden, you can always come back to this page and select Open Help & support.
Orbit help versus Orbit in your workspace
| Help & support panel | Orbit panel | |
|---|---|---|
| What it knows | How Spacebrain works, from our help guides. | Your workspace data, such as leads, deals, tasks and reports. |
| What it can do | Answer how-to questions and send your question to our team. | Find records, prepare changes for you to approve and run longer jobs. |
| Where to open it | Settings → Orbit AI or the floating help button. | Home, Ask Spacebrain at the top of the sidebar (⌘K or Ctrl+K), or Ask AI on a record. |
If something goes wrong
| What you see | What to do |
|---|---|
| The floating button came back after you hid it | You may be in a different browser, profile or sub-account. The setting is saved per browser. Turn it off there too. |
| The floating button is missing | Check that Show floating Orbit help button is on. If you cleared your browser data, turn it on again. |
| Help answers don't match your page | Turn on Use … page context, or describe the page in your question. |
| You need a person to help | Open the Contact tab, or see contact support. |
FAQ
Does hiding the button turn off Orbit?
No. It only hides the floating help button. Orbit is still available from Home, Ask Spacebrain and records.
Do these settings affect my teammates?
No. They only apply to you, in the browser where you changed them.
Where did the Orbit settings in General go?
Orbit's help settings now have their own page, Settings → Orbit AI. Your profile, preferences and sign-in options stay in Settings → General.
Next step
Learn how to ask Orbit about your workspace in Orbit, your AI assistant.
Next step
Keep moving
Open the relevant Spacebrain screen or contact support if you need help.
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