Command center
How to use the command center to jump to pages, search records, create items, run workflows and start AI prompts from one keyboard-driven dialog.
Notifications
How notifications reach you in the topbar and the Notifications hub, how to act on approvals and replies inline, and how watch levels and channel preferences control what you receive.
Command center
How to use the command center to jump to pages, search records, create items, run workflows and start AI prompts from one keyboard-driven dialog.
Notifications
How notifications reach you in the topbar and the Notifications hub, how to act on approvals and replies inline, and how watch levels and channel preferences control what you receive.
How the guided tours in the app work, where to find the tour library and how to start, continue or restart a tour.
Product tours are short walkthroughs that point at the real buttons and menu items in your workspace. A tour highlights one control at a time, explains it in one or two sentences and, where it makes sense, waits until you click it yourself. Every page in the sidebar has a tour.
Tours run inside an organization. They do not run on the workspace setup pages, the customer portal or the admin pages.
A tour has a few steps. A step either has a Next button or asks you to click the highlighted control. A step that points at a control you cannot see, for example because your role does not include it, is skipped.
Your progress is saved per organization. A tour is new, in progress at a step, completed or stopped. Progress survives a reload and is visible only to you.
You see the tours for the pages your role can open. The goals chosen during workspace setup decide which tours the Getting started card suggests first; the library always lists every tour you can use.
| Control | What it does |
|---|---|
| Next | Goes to the next step. On the last step it reads Finish. |
| Back | Goes to the previous step. |
| Skip tour | Stops the tour. It counts as stopped, and you can start it again from the library. |
| Escape | Stops the tour, the same as Skip tour. |
When a step asks you to click the highlighted control, the tour continues after your click. If a step opens another page, the tour waits until that page is loaded.
Tours need no permission of their own. Each tour is offered only when your role has the permission that its page needs, for example customer.create for the customers tour or invoice.read for the invoices tour.
Last updated on
Command center
How to use the command center to jump to pages, search records, create items, run workflows and start AI prompts from one keyboard-driven dialog.
Notifications
How notifications reach you in the topbar and the Notifications hub, how to act on approvals and replies inline, and how watch levels and channel preferences control what you receive.
