Ask for help using documentation or the assistant
Use the help panel to ask questions, see cited answers from the docs, or switch to the autonomous assistant for action-oriented support.
This guide is designed for project manager.
Steps
Step 1: Open the help Q&A panel
Open the help panel from within the application so you can type questions and review previous answers.
Step 2: Choose between Docs and Assistant modes
Use the Docs or Assistant switcher at the top of the panel to decide whether you want a documentation-grounded answer or help from the autonomous assistant.
Step 3: Enter your question
Type a clear question into the message box, such as how to complete a task or where to find a feature, and prepare to send it.
Step 4: Send your question
Select the send button to submit your question and wait while the system processes and displays a response.
Step 5: Review the answer and citations
Read the response in the chat area and check any documentation citations shown beneath the answer.
Step 6: Open cited help topics in the sidebar
Select a cited help topic title to open the relevant documentation in the sidebar for more detailed guidance.
Step 7: View full documentation in a new tab
Use the external link icon next to a citation to open the full documentation page in a new browser tab.
Last updated: 2026-07-06