Getting Started with the Orchestral Client Success Center

Overview

Welcome to the Orchestral Client Success Center (CSC)! This guide will help you create an account, reset your password, and navigate the key features available to support you. The CSC provides access to support cases, documentation, training, and account management tools. You can access the CSC by visiting support.orchestral.ai or through the Orchestral.ai website by clicking on the Support banner.

You can find a complete guide in PDF format at the end of this article.

Creating an Account

Creating an account is quick and simple:

1. Visit support.orchestral.ai and click on Sign Up.
2. Enter your First and Last Name, email address, and create a password.
   • Use your official work email as it is linked to your Orchestral Portal Account.
3. You will receive an email with your login credentials.
   • Note: Your username will not be the email you provided.

Resetting Your Password

If you need to reset your password:

1. Go to support.orchestral.ai and click on Forgot Your Password?
2. Enter your Orchestral CSC username and company email address.
3. Follow the instructions in the email to reset your password.

CSC Usability Features

Creating a Support Case

1. Once logged in, you will see the Home screen where you can create Support Tickets.
2. Each support ticket requires the following information:
   • Subject: A brief title describing the issue.
   • Type:
     • Problem – Report a bug or issue.
     • Feature Request – Suggest a new feature.
     • Question – Ask general inquiries or troubleshooting questions.
     • Feature Enhancement – Suggest improvements to existing features.
   • Description: Provide details, background information, and any relevant code samples.
   • Priority:
     • Severity 1: Critical issue requiring immediate attention.
     • Severity 2: Major issue with high priority.
     • Severity 3: Minor issue with no immediate need.
     • Severity 4: Cosmetic issue or feature request.
   • Attachments: Upload logs, screenshots, or other files to support your case.
3. Review the case details and click Submit.

Documentation Library

• The Documentation Banner provides access to Orchestral guides and support ticket attachments. These documents are curated for your account, ensuring privacy.

Managing Your Cases

• The My Cases section allows you to:
  • Check the status of your support tickets.
  • Sort cases by different fields.
  • Create new cases directly from this page.

Account & Licensing

• View license information, subscription details, or trial duration.

Autonomous Infrastructure Academy

• Access Orchestral.ai training courses.
• Track your learning progress with our content management system.
• Expect future additions covering automation and orchestration concepts.

Profile Settings

The Profile Settings Menu (top right corner) includes:

1. Home – Navigate back to the home screen.
2. My Profile – View and edit profile details, cases, and associated files.
3. My Settings – Update notification preferences and account details.
4. Contact Support – Submit a less formal support request.
5. Logout – Sign out of your account.

Contact Us

If you experience issues logging in or need further assistance, please reach out to:

• Email: support@orchestral.ai
• Website: Submit a contact form at orchestral.ai

We are here to help and look forward to assisting you!