Dashboard Help Center: guides for every screen with images, search and step-by-step instructions
The "Central de ajuda" (Help center) is the documentation inside the dashboard: one guide per screen, with annotated images and step-by-step instructions, which opens on the topic of the screen you were on.
When it appears: Always available, for all roles. The "IA própria" (Own AI) and "Base avançada" (Advanced base) guides only appear for accounts that have those screens, and some parts of the guides change depending on the account ("IA própria" (Own AI), "Base avançada" (Advanced base) included or paid).
Who can use it
Role
What you see and do
Owner
Reads all the guides, including those for screens that only the Owner and Admin operate.
Admin
Reads all the guides, like the Owner.
Agent
Also reads all the guides, including those for screens their role does not open (in those cases, the "Abrir esta tela" (Open this screen) button takes them back to the "Painel" (Dashboard)).
Screens
"Central de ajuda" (Help center)
The "Central de ajuda" (Help center) screen is for finding the right guide: through search in everyday language, through the lead journey in five steps, or through the index of all screens in menu order.
Address in the dashboard: /app/ajuda
The "Central de ajuda" (Help center) screen in the demo account, with sample data and blurred values.
How to get there: Through the "Menu do usuário" (User menu) (your photo or initials, in the right corner of the top bar), item "Central de ajuda" (Help center). The "Busca de comandos" (Command search) (Ctrl K) also brings up help guides.
How to use your dashboard
The page header, with the search right below it.
Fields and filters
"Buscar na ajuda" (Search help)
Write your question in your own way (for example, message many contacts at once or does the AI make up prices?). From 2 letters on, up to eight guides appear, with the passage that matched.
Buttons and actions
/
Shortcut: the slash key moves the cursor to the search field from anywhere on the page.
In the results, the up and down arrows choose, Enter opens the guide and Esc clears the search.
Search understands accents and punctuation any way you type them: café and cafe find the same thing.
"Você estava em" (You were in)
When you open help from a screen, the first block is that screen's guide.
Buttons and actions
"Você estava em ‹guia›" (You were in ‹guide›)
Opens the guide for the screen you came from, with its summary.
"A volta completa" (The full tour)
The path every lead follows, in five numbered steps; each step opens the corresponding section of the guide.
Buttons and actions
"Ler a jornada inteira" (Read the whole journey)
Opens the guide for the complete lead journey.
"O que a IA faz por dentro" (What the AI does behind the scenes)
Opens the guide that explains who decides each part, why the AI replied the way it did and what it checks before sending.
The steps: the lead arrives, your AI talks to them, you step in when it is worth it, the deal moves on the board, nobody goes cold forgotten.
"Todas as telas" (All screens)
The index of guides in the same order and the same groups as the side menu (OPERAÇÃO, INTELIGÊNCIA, CONTA).
Each row shows the guide's title and summary; a newly added guide carries the "Novo" (New) pill.
Guides for parts of a screen (for example, lead intake inside "Integrações" (Integrations)) appear right below the screen's guide.
"Rodapé" (Footer)
Buttons and actions
"Imagens desta ajuda geradas em ‹data›" (Images in this help generated on ‹date›)
Hover to learn that the images come from a demo account with fictitious data, regenerated whenever a screen changes.
Screen states
Nothing here yet
Search with no results: "Nada encontrado para “‹termo›”. Tente uma palavra só, ou veja o índice de telas mais abaixo." (Nothing found for “‹term›”. Try a single word, or see the screen index below.)
"Guia do painel" (Dashboard guide)
The guide screen is for reading the full explanation of a dashboard screen, with numbered images, step-by-step instructions, notices and frequently asked questions, and going back to the screen when you are done.
Address in the dashboard: /app/ajuda/‹…›
The "Guia do painel" (Dashboard guide) screen in the demo account, with sample data and blurred values.
How to get there: Through the index or search of the "Central de ajuda" (Help center), through the "Busca de comandos" (Command search) (Ctrl K, group "Ajuda" (Help) or "Ajuda desta tela" (Help for this screen)) and through the links between guides.
Guide header
Buttons and actions
"Todos os guias" (All guides)
On phones and narrow screens: goes back to the "Central de ajuda" (Help center) index.
"Abrir esta tela" (Open this screen)
Opens the dashboard screen that the guide explains.
The guide's title and a one-sentence summary.
Guide body
Sections with text, lists, numbered step-by-step instructions, tables, definitions, notices (tip, attention, caution), questions that open on click and buttons to open the screen mentioned.
Some parts change depending on your account: with "IA própria" (Own AI) or with "Base avançada" (Advanced base), the guide shows the version that applies to you.
Annotated images
Screenshots with numbered areas; the list below the image explains each number.
Buttons and actions
"Destaque ‹n›: ‹título›" (Highlight ‹n›: ‹title›)
The numbered area over the image: hovering darkens the rest; clicking again enlarges that piece.
"Ver de perto" (Zoom in closely)
In the list below the image: opens the enlarged image already on the piece being explained.
"Ampliar" (Enlarge)
On phones, the whole image becomes the enlarge button.
The enlarged image opens in a window ("Tela ampliada" (Enlarged screen)) that you move around by dragging.
On phones the numbers disappear from over the image; the list below it does the explaining.
Side navigation
On wide screens: the list of all guides on the left and the table of contents on the right.
Buttons and actions
"Central de ajuda" (Help center)
At the top of the left list: goes back to the index.
"Nesta página" (On this page)
The table of contents with the guide's sections; the section you are reading is highlighted and each item takes you straight to it.
The left list starts with the general guides (journey, the AI under the hood, Terms, subscribing, the platform's AI on this account) and continues with the menu groups.
Guide footer
Buttons and actions
"Voltar para onde você estava" (Go back to where you were)
Appears when you came from another screen: goes back to it.
"Anterior" (Previous)
Opens the previous guide in the order of the side list.
"Próximo" (Next)
Opens the next guide in the order of the side list.
Screen states
Address of a guide that does not exist (or that the account does not have)
"Este guia não existe" (This guide does not exist), with an explanation that it may have been renamed and the "Ir para a Central de ajuda" (Go to the Help center) button.
Step by step
How to find the explanation for a dashboard screen
Open the "Menu do usuário" (User menu) (your photo or initials) and choose "Central de ajuda" (Help center).
If you were on the screen you have a question about, click the "Você estava em" (You were in) block.
If not, type your question in "Buscar na ajuda" (Search help) or choose the screen in "Todas as telas" (All screens).
How to search for a question in help without knowing the screen's name
In the "Central de ajuda" (Help center), press / to go to the search field.
Write your question in your own words, for example message many contacts at once.
Use the arrow keys to choose the guide and Enter to open it.
How to zoom in on a piece of the guide image
Hover over a number on the image to highlight that area.
Click "Ver de perto" (Zoom in closely) in the list below the image (on phones, tap "Ampliar" (Enlarge)).
Drag inside the window to move around the enlarged screen.
How to go back from the guide to the screen I was on
At the end of the guide, click "Voltar para onde você estava" (Go back to where you were).
Or, in the guide header, click "Abrir esta tela" (Open this screen) to go to the screen it explains.
Frequently asked questions
Does help open on the guide for the screen I was on?
Yes. When you open the "Central de ajuda" (Help center) from a screen, the first block is "Você estava em" (You were in), with that screen's guide. In the "Busca de comandos" (Command search) (Ctrl K), the group "Ajuda desta tela" (Help for this screen) does the same.
Do the guide images show real customer data?
No. The images come from a demo account with fictitious data and are regenerated whenever a screen changes; the date of the last generation appears in the footer of the "Central de ajuda" (Help center).
Why can't I find the "IA própria" (Own AI) or "Base avançada" (Advanced base) guide?
Those guides only appear for accounts that have the corresponding screens. Without the plan or the module, they stay out of the index and the search.
Can the agent read the help?
Yes. The "Central de ajuda" (Help center) has no role restriction: the agent reads all the guides, including those for screens their role does not open.
I opened an old guide link and "Este guia não existe" (This guide does not exist) appeared. What do I do?
The guide may have changed address. Use the "Ir para a Central de ajuda" (Go to the Help center) button and look for the topic through search or the index.
What is the difference between the "Central de ajuda" (Help center) and the public manual?
The "Central de ajuda" (Help center) walks through each screen with images and stories, inside the dashboard. The manual is the inventory: it lists every screen, field, button and permission, and points to the corresponding guide.