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Finding Answers in the Articles Tab

HelpOS is the built-in help system inside the admin console, and the Articles tab is one part of it. It gives you a library of step-by-step guides and answers right where you work, so you never have to stop what you're doing to find help.

To reach it, open the HelpOS help center: click the HelpOS widget in the bottom-right corner of the screen. The help center opens with the Articles tab, alongside the other parts of HelpOS (Casey AI chat, Support, and the HelpOS Inbox).

Getting there

  1. Open the HelpOS help center by clicking the HelpOS widget in the bottom-right corner of the screen.
  2. Select the Articles tab (it usually opens here by default).

What you can do

  • Search: type a question or keyword in the search box to find matching guides instantly.
  • Browse by category: guides are grouped into categories. Pick a category to see the articles inside it. (If a category has just one guide, it opens straight to that guide.)
  • Page-aware suggestions: the help center notices the page you're on and surfaces the most relevant articles first, so the answer is usually one click away.
  • Read a guide: open any article to see a short summary, an introduction, and clear steps to follow.

Show me how

Many guides include a Show me how button. Click it to start a guided walkthrough that highlights each step on the screen, one at a time. Just follow along and click Next.

Tips

  • Use the Back button to return to the previous category or the full list.
  • Can't find what you need? Try the Casey AI chat tab to ask in your own words, or the Support tab to reach a person.
  • Every tab here lives inside HelpOS, so you can always return to it through the HelpOS widget in the bottom-right corner.

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