Help and Documentation

What's in the Help Centre

The Help Centre brings guides, walkthrough videos and support together in one panel inside Helm, so you can find an answer without leaving the screen you are working on.

• Popular Walkthroughs: short videos that show Helm in action, from a full platform tour to real warehouses using it day to day.

• Popular Guides: step-by-step articles from this documentation site, grouped by topic.

• Call Us and Contact Support: reach the support team by phone or by raising a support ticket.

• Chatbot: ask a question in your own words and get step-by-step instructions, with a link to the article they came from.

Opening the Help Centre

1. Click your name in the top-right corner of Helm to open the account menu.

2. Choose Help Centre. The panel opens on the right of the screen.

Watching a Walkthrough

1. Under Popular Walkthroughs, click a video. Use the arrows under the videos to see more.

2. The video opens in a window over Helm. Press play to start it.

3. To follow along in Helm while you watch, click Minimize. The video shrinks to a play button in the bottom-left corner of the screen; click it to bring the video back.

4. To watch in a separate browser tab instead, click Open in Tab.

Reading a Guide

1. Under Popular Guides, click a topic. Topics with an arrow open to show the articles inside them, for example Settings > Company Settings > Adding a Warehouse.

2. Click an article to open it in a window over Helm. Minimize and Open in Tab work the same way as they do for videos.

Asking the Chatbot

1. At the bottom of the Help Centre panel, click Ask me anything. The Chatbot opens.

2. Type your question in your own words and press Enter.

3. Read the reply. Where it draws on a help article, it links to it so you can read more.

Example: Ask "How do I split an order?" and the Chatbot replies with the steps for splitting an order before picking and for splitting a partially picked order, then links to the Splitting Orders article.

Getting Help From the Support Team

If you cannot find what you need, the support team is there to help. At the bottom of the Help Centre panel:

• Click Call Us to see the support number, +44 1377 455 180. Calling is the quickest route when an issue is stopping your team from working.

• Click Contact Support to raise a support ticket.

See Contacting Support for a walkthrough of the support form and what to include in your request.

FAQ