Using Smart Help and Help Articles

Open Help inside your dashboard. Ask the assistant answers questions about using DirectSale; Help articles lets you browse the official guide. This assistant is separate from your customer-facing sales chatbot and your own Knowledge Base.

Ask a useful question

Ask one practical question and include the visible feature name: “How do I connect Instagram?”, “Why does a product draft not appear in Generate All?” or “What does 500 messages/mo mean?” Follow official source links and verify settings on the linked page.

Explicitly request a language or ask clearly in that language. Panel language does not force the response language. The source articles are currently English; Smart Help can retrieve them and explain steps in a supported response language.

What Smart Help cannot do

It cannot change settings, inspect private customer orders, perform refunds, connect accounts or publish websites. It does not know that a payment completed simply because you say so. Where available, plan answers use current permitted Billing information rather than old article examples.

Do not send passwords, API keys, payment details or customer personal data. Questions go to the platform's configured AI provider. Conversations are private to the signed-in tenant/user and expire after one hour of inactivity. New conversation starts fresh; closing Help clears the visible chat but does not cancel an AI request already sent.

Availability and limits

Smart Help must be enabled for your account and needs an available provider. It intentionally does not operate through administrator Login as: sign in with your own tenant account. Account eligibility and hourly/daily limits can affect availability.

Smart Help does not deduct customer AI-reply credits. Independent request limits still apply, including admitted attempts that later fail. When unavailable, use Help articles or Contact support; changing your sales-chatbot provider does not enable Smart Help.

Search the articles

Article search supports English text and curated feature-name aliases in all supported platform languages. It is not an unrestricted translation engine. For a full question that does not match, use Smart Help when available or browse the relevant category.

Where the guide comes from

One official guide supplies dashboard Help, Smart Help and the public Help website. Updating it does not overwrite tenant-created Knowledge Base items. Changes appear with the deployed version; the shared Smart Help index processes changed sections automatically when enabled.