Platform Guide · Chapter 6

Help Bot

A natively-integrated AI support assistant, built on the same chat, workflow, and knowledge-base infrastructure as the rest of the product — not a third-party widget. It reuses the existing chat service, socket streaming, and vector knowledge base, so it needs no new infrastructure.

In this guide

Architecture

  • A single Help Assistant agent is the only entry point; it never answers directly — all knowledge and logic live in workflows.
  • Help conversations are stored in an internal system workspace, isolated from user workspaces.
  • A vector knowledge base is pre-loaded with documentation per topic, so answers are grounded in real platform docs.

Intent routing

  • The agent classifies each message's intent and routes to the matching topic workflow.
  • If intent is ambiguous, it asks one clarifying question before routing.
  • If no workflow matches, it falls back to the General Help workflow rather than claiming it cannot help.

Topic workflows

  • Workflow Builder Help · Platform Features Guide · Service Setup & Configuration · Data & AI Features Help — knowledge-base topics.
  • Troubleshooting & Errors and Account & Settings Help — combine documentation with live, read-only context such as recent run status or user role.
  • Onboarding & Getting Started · General Help & Fallback — round out the set.

Safety

  • Strictly read-only — the assistant can read context but never creates, edits, or deletes anything.
  • Never exposes internal workflow steps, node names, or raw stack traces; asks for an error code before troubleshooting.
  • Responses stream in real time over the existing socket layer.