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Oppy is the AI assistant built into Firmhouse Portal. Use it to ask questions about your project, investigate operational work, and prepare changes with Firmhouse context. When Oppy is enabled for your user account, you can start and manage conversations from inside the Portal. To open conversations from Oppy in the Portal sidebar, you need an Agent seat. You can also use Oppy in the Customer Portal editors and Workflow Builder on Advanced if you have editing permission, without an Agent seat. Contact Firmhouse support if Workflow Builder is not available in your project. See Access Management.

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Open Oppy and start a conversation

  1. Open your Firmhouse project.
  2. Open Oppy from the Portal sidebar.
  3. Select New conversation.
  4. Ask your question or describe the work you want help with.
Oppy uses the current Firmhouse project as context. Start with a concrete question, such as:
You can keep asking follow-up questions in the same conversation. Use a new conversation when you want to switch to a different topic or workflow.

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Use Oppy in Workflow Builder

Once Workflow Builder is enabled, you can use Oppy on Advanced if you have permission to edit workflows. You do not need an Agent seat.
  1. Open your Firmhouse project and select Workflows.
  2. Open an existing workflow and use its Oppy conversation to request a change, or select New workflow.
  3. For a new workflow, describe the trigger, conditions, and desired action, then select Draft with Oppy.
  4. Review the resulting draft before publishing and enabling it.
See Workflow Builder for ready-made templates, publishing, and run history. To use Oppy in the Customer Portal, open the template or component editor; see Customer Portal setup.

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Remove a conversation

Remove conversations you no longer need from your Oppy history.
  1. Open Oppy from the Portal sidebar.
  2. Find the conversation you want to remove.
  3. Open the conversation menu.
  4. Choose the remove or delete option.
  5. Confirm that you want to remove the conversation.
Removing a conversation only removes that conversation from the Oppy interface. It does not remove Firmhouse project data. Share a conversation when you want a teammate or Firmhouse support to see the same context.
  1. Open the conversation in Oppy.
  2. Open the share or link option.
  3. Copy the conversation link.
  4. Send the link to the person who should join or review the conversation.
People can only open a shared conversation when they have access to the same Firmhouse project and the required Oppy permissions.

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Open a conversation full screen

Use full screen when you want more room for longer analysis, batch operation review, or a conversation with multiple people.
  1. Open Oppy from the Portal sidebar.
  2. Open the conversation you want to continue.
  3. Select the full screen or expand option.
  4. Continue the conversation in the full screen overlay.
You can return to the sidebar view when you want to keep Oppy available while working elsewhere in the Portal.