Navigating the Iris Platform

1. Home

The Iris Home dashboard is your central workspace. It gives you quick access to the platform's core features — from asking AI-powered questions to managing projects and browsing your knowledge base — all from a single, organized view. The dashboard modules can be rearranged to suit your workflow, so you can prioritize the information most relevant to you.

Ask Iris

The Ask Iris panel lets you query your knowledge base using natural language. Type a clear question into the text field and submit it to receive an AI-generated answer sourced from your uploaded content.

Tags are required to scope your search. By default, three tag categories are pre-selected:

• Approved Answers — surfaces verified, curated responses

• Iris Blog — pulls from blog content in your knowledge base

• Policies — searches policy-related documents

You can add or remove tags using the dropdown to broaden or narrow your results. If you'd like a more focused experience, click Full page in the top-right corner of the panel to open Ask Iris in its own dedicated view.

My Assignments

The My Assignments panel displays any questions that have been assigned to you for review or response. When assignments are pending, they will appear here with relevant context. Click View all to see your complete assignments list.

Recent Projects

The Recent Projects section shows your most recently active projects, including their current status (e.g., Questions Ready) and due dates. From here you can jump directly into a project or click View all to browse your full project history.

To kick off new work, use the Start a Project button in the top-right corner of the page.

Knowledge Map

The Knowledge Map panel provides a snapshot of the files currently in your knowledge base. Each file displays its processing status (e.g., done) and the date it was added. Click View all to explore the full Knowledge Map, where you can browse, search, and manage all of your uploaded content.

2. Ask Iris

• Type one-off questions to Iris and select your tags

  

3. Knowledge Map

Add files for Iris to reference in questions and Projects

4. Projects

Organize and work on RFPs, questionnaires, and collaborative tasks in one centralized hub.

5. Assignments

Review and work on the questions or tasks assigned to you.

6. Reports

Keep track of all your organization's projects, analyze project progress, and view project performance with detailed metrics.

7. Settings

Customize your preferences, team settings, and system configurations.

Settings has the following pages:

• Users -- Add new users, create custom roles, make custom groups, and adjust user permissions

• Integrations -- Configure new Integrations

• Tags -- Create and edit tags

• Standard Criteria -- Create and evaluate Go/No Go criteria for RFPs

• Project Presets -- Create Project templates for consistency

• Instructions -- Create and edit custom instructions

• Templates -- Create export templates for .doc files

• Security -- Adjust security settings

• Media Library -- Repository for images used in answers

8. User Profile

• Manage your account settings and preferences

• Add a profile picture

• Change your password

• Log out