The Help Portal Agent lets you ask Citra AI general "how-to" and policy questions and get an instant answer drawn from OrangeHRM's own Help Portal articles. Instead of browsing the Help Portal to find the right guide, you can simply ask Citra in plain language — for example, how to apply for leave or how to set up an appraisal cycle — and Citra summarises the answer for you inside the chat. This is available to both administrators and employees wherever Citra AI is enabled.

How the Help Portal Agent Works

When you ask Citra a question about how a feature works or where to find something, Citra searches the published articles on the OrangeHRM Help Portal, pulls together the most relevant information, and replies with a clear, easy-to-read answer. Where it helps, Citra links related details from more than one article so you get a complete response without opening several pages yourself.

Asking the Help Portal Agent a Question

Step 1 - Open Citra AI from the chat icon in your OrangeHRM instance. A chat window will appear.

Step 2 - Type your question in plain language — for example, "How do I apply for leave?" or "How do I create an appraisal cycle?" — and send it.

Note: If a question is very broad, ask it more specifically — name the module or the exact task — so Citra can point you to the most relevant guidance.

Step 3 - Citra searches the published Help Portal articles and displays a summarised answer directly in the chat.

Note: Citra only uses officially published Help Portal content. Articles still saved as drafts are not included in its answers.

Step 4 - Read the response. Where relevant, Citra includes related information so you do not have to check multiple guides.

Use the response controls to copy the answer with one click, or mark it as helpful or unhelpful to help improve future answers.

Role-Based Access

The Help Portal Agent is available to everyone who can use Citra AI. Employees (ESS) can ask about self-service tasks such as applying for leave or viewing their attendance, while administrators can also ask about configuration and setup topics. The answers come from the same published Help Portal, so the guidance is consistent for every user.