Help center

In simple words

Help center is part of Help & Support. Searchable articles. This guide takes you through it in 6 short steps.

Where it fits in your work — Ask. The help assistant answers from the official help content.

Before you start

• You need to be signed in to your company's workspace. Help & Support appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Help center belongs to Get help in Help & Support. Searchable articles.

Step by step

1. 1

   Step 1

   Open Help & Support

   Sign in and open the Help & Support panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Help Assistant”

   In the left menu, click “Help Assistant”. The “Help Center” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“e.g. create a project, invoice, add employee…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
5. 5

   Step 5

   Other actions on this screen

   You will also see these buttons:

   • Apply
6. 6

   Step 6

   Done

   Searchable articles.

Tips

• The search box accepts: e.g. create a project, invoice, add employee…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Help & Support → Open “Help Assistant” → Find what you need → Narrow the list → Other actions on this screen → Done

What it connects to

• Workspace

  Help from every panel's header.

• AI Assistants

  AI answers grounded in your own content.

What you will see on this screen

These are the parts of the Help Center screen, exactly as they appear in the product.

Why use Help & Support

Help & Support replaces helpdesk & help-center tools, on the same login and the same data.

• Answers in seconds from an AI that knows the screen you are on
• A clear path to a person when it matters
• Requests tracked with attachments and status
• Help content searchable in the product

Who uses Help & Support

• Every user

  Ask the assistant or search the help center.

• Administrators

  Send requests — questions, problems, ideas, feedback — with attachments.

• Customer success

  Track every request and reply.

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