OrbitQuote Help Center

• Opens in a modal with fullscreen, a new-tab option, download, and a button for split view.
• Check the description, unit, and values right at the source, without leaving the screen.

• The gallery has zoom, pan, rotation, and arrow navigation between images.
• It also offers fullscreen, new tab, and download.

• The viewer brings the spreadsheet tabs (when there is more than one) and a navigable grid.
• It opens in split view so you can check it side by side with the extracted table.

• Shopping cart: the items in use in the current order.
• Outside the quote (trash): items you removed. They can be restored at any time.

• Search by code, description, or category to find an item quickly.
• Filter by category, browse through the pages, and sort by clicking the column header (a click toggles between ascending and descending).

• Edit the description, quantity, and price right in the table, without opening extra screens.
• Check the "Buy" box on the items that should go into the export.

• Show or hide columns through the "Columns" menu, depending on what you need to see.
• Several technical columns — tax rates, CST, CFOP, NCM, CEST — and the notes columns come hidden by default; turn them on through the menu when you need them.

• "Select page" marks only the items on the current page — through the table header checkbox on desktop or the "Select page" button on mobile.
• The "Select all N items in the budget" button marks every active item in the entire flow: it crosses all pages and ignores the search and category filters currently active.
• Hold Shift and click to select a range of items at once.

• Apply the same quantity or the same price to all selected items in the flow. Quantity accepts whole numbers; price accepts decimals.
• Remove the selected ones, remove the unselected ones, or restore items from the trash. Restored items come back to the active list keeping the buy flag and quantity they already had — only the removed marker is cleared.

• The order total, the search, the category filter, and the columns menu live in the control bar at the top, always visible.
• The bulk actions bar, which appears when you select, brings the count of selected items, the quantity and price adjustments, and the remove and restore buttons.
• In the table header, the checkbox shows a partial state (a dash) when only part of the items on the current page is marked.

• Available on desktop, when the flow already has at least one attached file. It shows the table on one side and the preview of the original file on the other.
• Use the panel swap to flip the sides and put the document in the most comfortable position.

• Messages without an attachment reply in streaming, appearing on screen bit by bit.
• Stop the reply at any moment with the "Cancel" button or the Esc key (the key only cancels while the reply is in progress).
• On chat requests and item adjustments, the AI may show a "Thinking…" block that you expand or collapse.

• Messages with an attachment use the traditional send (no streaming), because they need to process the file.
• The assistant already receives the active items, the removed ones, the files, and the flow history — you do not need to repeat the context.

• Updates items: price, quantity, category, description, marking or unmarking the buy, removing, and restoring.
• Adds new items. If an identical item already exists (same code or same description), the quantity is added to the existing item and you are notified — it does not create a duplicate row.
• Renames the flow or a file and reprocesses the main file. It can delete a file, and actions that erase something usually ask for confirmation before running.

• In PDFs, ask for the extraction of specific pages instead of the whole document.
• Page extraction through the chat runs in the background and appears in the Task Center.

• Cite the exact reference: the item code, a snippet of the description, or the category name.
• Ask for 1 to 3 actions per message. Lean commands reduce ambiguity and error.

• Each conversation is born untitled; the title is created on the first turn, with up to 60 characters, and can be renamed later.
• Search by title or message text to find a conversation again, and delete the ones you no longer need.

• When a reply generates a file, it stays on the conversation artifact shelf, ready to download later.
• Conversation history can be browsed at any time without spending a turn.

• The number of simultaneous conversations with the AI depends on the plan and is shared across /fluxo, /compare, and /chat.
• Only the turn (the question that talks to the model) counts toward the limit — browsing history and managing conversations is free.

• Click "New Flow" and choose "New Price Comparison".
• Select 2 or more existing flows, or upload new files — each new file goes through an extraction, which consumes tokens and respects your plan's limit on simultaneous processing. The comparison is saved in the sidebar so you can come back to it anytime.

• Each row is an item and each column is a supplier, with price, quantity, and the "Lowest" badge on the cheapest item.
• At the top of each column you see that supplier's total and how many items it covers, in the format "X of Y items".

• On each item, mark which supplier to buy from — the choice is exclusive per item, so selecting one supplier unmarks the others for that item. Use "Select all" to pull an entire supplier at once.
• The automatic modes — cheapest per item, cheapest total, fewest suppliers, and widest coverage — build the selection with one click, and the "Order" card sums everything in the Grand Total.

• The "Items not available per supplier" section shows what each supplier left out of its quote.
• Use this to negotiate or to complete the order with another supplier.

• The automatic cross-reference can get it wrong: merging different products into one row or splitting the same product across two. Click "Organize groups" in the comparison bar, tick the items with the checkboxes, and use "Merge" (they become a single row) or "Separate" (each item gets its own row). The fix is instant and consumes no tokens; if two purchased items land on the same row, only one stays selected.
• The checkbox in the "#" column selects the whole row; the checkbox next to each price selects just that offer. While the mode is on, the view switches to "All" and the purchase selection is paused — click "Done" to go back to normal.
• Prefer to chat? Ask the assistant — "these two items are the same product", "separate this row", or "deduplicate" — and it applies the same fix. The chat consumes tokens.

• Through the chat you apply a mode, choose a supplier, change the view (buying/all), or remove a flow. The heavier actions — removing a flow, redoing the cross-reference, or exporting — ask for confirmation before going ahead.
• The "Executive analysis" (a summary of who wins on total and the biggest gap between suppliers) is temporarily unavailable in the interface. It uses AI and consumes tokens when enabled.
• Each supplier in the Order can be exported in WhatsApp, PDF, or Excel; when you export two or more, a ZIP file comes out.

• See the current plan, the cycle, and the subscription status.
• Turn automatic renewal on or off and upgrade when you need more capacity. The upgrade is always to a plan with more tokens.

• The account shows the brand and the last 4 digits of the saved card; you can update it there or enter a new card at the time of purchase.
• Keep the country, tax ID, and billing address up to date to avoid declines.

• Track the status, the amount, and the description of each payment.
• See the date and the plan associated with each charge.

• Buy credit packs to keep using the AI when the plan reaches its limit.
• On the account page, the credits appear in a usage bar separate from the plan.

• AI chat, both in streaming and in the traditional send.
• Extraction and reprocessing of documents and pages.
• Excel export, when it uses AI to preserve the original supplier spreadsheet.
• In the comparison: the chat and the cross-reference (rematch and incremental match) of items. The Executive analysis is temporarily unavailable in the interface.
• In Agents (/agentes), when access is enabled: conversation turns with suppliers and audio transcription.

• Manual editing in the table, filters, and sorting.
• Export in WhatsApp and in PDF.
• Viewing and downloading files.

• Carryover are the tokens left over from the plan that were transferred on an upgrade to a plan with more tokens. Changing only the cycle (monthly to annual on the same plan) does not generate carryover.
• Consumption always follows this order: first the carryover, then the plan, and last the one-off credits.
• One-off credits work even without an active plan or with an overdue payment — the AI stays available as long as there is credit with a balance and within its validity.

Open the Task Center to track the progress, the time estimate, and the final status. You do not have to sit and wait: you can work in another flow in the meantime.

Resend the command with the exact reference (code, description, or category) and a direct action. Generic requests usually are not applied.

Repeat it stating the price and unit rule better, and cite a real line from the document to guide the AI.

When the Excel is generated from the original supplier spreadsheet, it uses AI and depends on a token or credit balance. If the flow has no original spreadsheet, the Excel is built from scratch and does not depend on a balance. WhatsApp and PDF never consume tokens and work even without a balance.

Yes, as long as there are one-off credits with a balance on the account. They work even without a plan or with an overdue payment.

Use the "Cancel" button in the chat or press the Esc key while the reply is in progress.

It is the Orbi assistant outside of a flow: a conversation screen using the same tools as the flow and comparison chat. The simultaneous-conversation limit comes from the plan and is shared across /fluxo, /compare, and /chat.

Yes. Agents require access to be enabled on your account: if you do not have it yet, request it under "My account" (Agents card) or on the Agents screen itself. With an active subscription it is one click; without one, "Talk to sales" sends your phone number to the team. The API requires the API flag plus a key created under "My account". Without the API flag, the request becomes an email to the team.

• A campaign is born from a step-by-step wizard, from your flows or comparisons, with a preview of the contacts before you authorize.
• You can search suppliers on the internet (you approve the findings before they become conversations), add a supplier you already know, and request a fresh search whenever you want.

• Follow each negotiation: talk to Orbi about the conversation to steer the agent mid-way, pause and resume, take the conversation over yourself, or cancel it.
• Orbi gives the order to the agent, and the conversation timeline shows whether it is pending, done, returned with a question, or superseded.

• The persona sets the agent tone; you can keep several and mark one as default.
• Connect the WhatsApp number and the sending email under channels before activating the campaign.
• In the Email tab you can save the mailbox password and also your Google or Microsoft account; agents use only one, and you pick which under "Mailbox your agents use".

• Create the key under "My account", in the API keys panel. Each key is identified by its NAME, and the secret value is shown exactly once, at creation.
• Without the API access flag, the access request becomes an email to the team.

• Keys carry scopes (quote reading and writing) and traffic is limited to 60 requests per minute.
• The number of simultaneous processing runs follows the same limit as your plan.

• The API contract for agents lives at /v1/skills.md, with references the agent opens on demand.
• There is also an MCP server at /v1/mcp, exposing the Orbi tools over JSON-RPC.