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Quick Help

Quick Help is the in-platform support surface. When you're in the middle of work and want to know how to do something, this is the panel that surfaces the right reference without yanking you out of your current task. It consolidates documentation, tutorials, and learning materials so you don't have to context-switch into a separate docs site every time.

Think of it as the in-app counterpart to this documentation: faster for in-task questions, less depth than the Features reference or the How-to procedures you'd reach for when learning a new surface from scratch.

Accessing Quick Help​

To access Quick Help, click on the Help (Question Mark) icon located at the top right corner of the page.

Quick Help Button

Upon clicking, the Help Center page opens, providing a centralized location for support resources, guidance, and documentation. Users can browse available help content and access relevant information as needed

Quick Help Page

Getting Started​

The New to ConverSight section is intended for first-time users and provides a structured entry point into the platform. It includes the Start Product Tour, which delivers a guided walkthrough of key features, navigation elements, and core workflows. This helps users quickly build foundational understanding and begin using the platform with minimal onboarding effort.

Quick Help New To CS

Suggested Documents​

The Suggested Documents section provides detailed written guidance to help users understand and use the features of the platform effectively. It includes clear explanations, step-by-step instructions, and structured guidelines covering different functionalities across ConverSight.

In addition to feature usage, this section also includes helpful tips, examples, and troubleshooting guidance to support users during implementation and daily usage. It is especially useful for users who prefer a text-based learning approach or need a reliable reference for deeper understanding.

Quick Help Suggested Docs

Academy​

The Academy section offers structured learning resources to help users build a strong understanding of the platform. It focuses on practical learning through guided content, best practices, and recommended approaches for working with key features. It helps users adopt efficient workflows and gradually develop expertise, making it easier to use the platform confidently and effectively.

Quick Help Academy Button

Docs​

The Docs section provides comprehensive product documentation covering all features and functionalities of the platform. It includes detailed explanations, step-by-step instructions, and structured guidelines to help users understand how different components work and how to use them effectively.

Quick Help Docs Button

Contact Support​

The Contact Support option allows users to reach out to the support team for assistance with platform-related issues or queries. It provides a direct way to report problems, request help, or seek clarification on specific features.

Quick Help Contact Support Button

Users can submit a support request by providing relevant details about the issue, ensuring faster resolution and accurate assistance. This ensures that any challenges encountered during usage are addressed promptly, helping maintain smooth and uninterrupted workflow.

Quick Help Support Page

Video Tutorials​

The Video Tutorials provide quick, visual guides to help users understand the features and functions of the ConverSight platform. These videos are designed to break down complex tasks into simple, step-by-step instructions, making it easier for users to follow along. They are ideal for users who prefer to learn through visual demonstration and concise explanations.

Quick Help Video Tutorials

Search and Guided Assistance​

Users can utilize the Search option at the bottom of the Help Center. Users can interact with a search and query input field, where they can either type their own questions or select from suggested queries such as common tasks or workflows. This feature helps users quickly navigate to relevant resources, reducing the time required to find information.

Quick Help Chat

If you type a query and click the Send button, you will be redirected to the Athena Help page, where you can continue the conversation for further assistance.

Quick Help Chat QnA