Help
This section gathers what applies to the whole assistant rather than to one screen: the questions people ask most, what to do when something doesn’t work, and what happens to your data. Each page repeats the steps it relies on, so you can read any of them on its own.
Your provider, the company whose product shows the assistant, decides which parts of the assistant you see. Where an answer depends on that, the page says so and tells you to ask your provider.
Pages in this section
Section titled “Pages in this section”- Your data and privacy: what is stored about you, what is masked, and who at your provider can see it.
- Frequently asked questions: short, self-contained answers about signing in, chatting, the customer portal and your data.
- Troubleshooting: symptoms you might see, what to check, and what to send your provider if you are still stuck.
What you can do here
Section titled “What you can do here”- Find a quick answer. Start with Frequently asked questions when you have a question about how the assistant works.
- Fix a problem. Use Troubleshooting when the assistant does not load, you can’t sign in, or an action fails.
- Understand your data. Read Your data and privacy before you share documents or personal details with the assistant.
Concepts to know
Section titled “Concepts to know”- Your provider is the company whose product you are using. It sets up the assistant, decides which features you see, and is the right contact for account and data requests.
- The customer portal holds your profile, background runs, memory and, for Admins, your company’s set-up. See Your customer portal.
Availability
Section titled “Availability”Everything in this section applies to everyone who uses the assistant. Some answers depend on features your provider has switched on.