English · සිංහල · தமிழ்

Guides › Getting started

Getting started

Ask the Help assistant a question

Type a question in your own words — in English, Sinhala or Tamil — and get short steps from the guides, with links to the full guide.

Where to find it: The Help bar at the bottom of every page, the ? button, or Help For everyone 1 min

Before you start

  • You're signed in.

How it works

It only answers from the guides. It never asks for passwords or codes.

How it works, step by step

  1. You → Help assistant: Type a question in your own words
  2. Help assistant → Help guides: Finds the guides that match
  3. Help guides → You: Short steps with links to the full guides
  4. You → CompanyFlowHQ support: Still stuck? Contact support

The steps at a glance

1Open the Help bar2Ask your question3Follow the steps4Still stuck?
Step 1 of 4
  1. Scroll to the bottom of any page to Help for this page. It shows the guides for that page.

    companyflowhq.com/leadsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsLeadsSearch ⌘KHelp for this pageAdd a lead by hand · Import leads from a spreadsheetLeadsHelp for this pageAdd a lead by hand · Import lead…
  2. Type your question in Ask a question and tap Ask. You can also tap Ask a question in any guide or on Help.

    companyflowhq.com/leadsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsLeadsSearch ⌘KAsk a questionHow do I connect Zoom?AskLeadsAsk a questionHow do I connect Zoom?Ask
  3. Read the short steps, then tap a guide under From these guides to see every picture.

    companyflowhq.com/leadsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsLeadsSearch ⌘KAsk CompanyFlowHQ Help1. Open Integrations. 2. Tap Connect Zoom…Connect Zoom for meeting linksGuideLeadsAsk CompanyFlowHQ Help1. Open Integrations. 2. Tap Con…Connect Zoom fo…Guide
  4. Tap Still stuck? Contact support, check the message and tap Send to support.

    companyflowhq.com/leadsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsLeadsSearch ⌘KStill stuck? Contact supportLeadsStill stuck? Contact support

✅ How do I know it worked?

  • You get an answer in a few seconds, with at least one guide link under it.

⚠️ Common mistakes

ProblemYou typed a password or a code into the question.FixNever do that. The assistant never needs passwords, codes or card numbers.
ProblemIt says it couldn't find that in the help.FixTry other words (e.g. “connect calendar” instead of “sync”) or contact support.
ProblemIt shows a list of guides instead of an answer.FixThe assistant is busy or resting — the guides listed are the best matches. Open one.

Related guides

Sign in to try it