Overview
Use the built-in chat to ask Iris detailed questions about a client's plan, RightCapital functionality, or planning strategies. Get quick answers any time of the day, right when you need them:
To ask Iris a question, you can use the chat box at the bottom of the screen. This will draw from the RightCapital Help Center and the financial plan to provide you the best possible answer to your question.
Iris can field a broad range of questions about the software, but will respond better to specific details. If you feel an answer does not sufficiently answer your question, providing more details will typically improve the answer's quality. The agent will also ask for clarifying details that can improve it's answer.
Feedback
You can leave feedback on answers by selecting the thumbs up/thumbs down options at the bottom of each response. Be sure to leave positive and negative feedback to help us refine the agent!
