Where the help in this product is

There is a help page in the workspace, and most people will never see it. This page says what is on it, what it gets wrong, and where the help you will actually meet lives instead.

Nothing links to the help page

Workspace links in the sidebar

23

across five groups

Of those, links to the help page

0

on desktop and on mobile alike

Mobile tab bar

4

dashboard, operations hub, imports and actions

The page guide is the help you will actually meet

Every workspace page opens with a collapsed panel called Page guide. It gives that page a purpose, a first step and an evidence rule, and links out to the public methodology. It is keyed by address, so a page with no entry of its own still opens the panel and shows a generic paragraph instead.

Which workspace destinations have a page guide of their own

Navigation group	Destinations	With a written guide
Intelligence	6	4
Purchasing	7	4
Restaurant	5	5
Outputs	2	2
Account	3	2

The six destinations falling back to the generic paragraph are price changes, savings, setup, connections, the weekly report and your profile. The help page has no entry either, so it opens with the same generic text it is meant to replace. A generic panel is easy to mistake for a written one, because it looks identical and is worded in the same voice.

The four steps, against the pages they open

Each help step against what its destination does

Step	What the step says	What the page does
Import purchasing	Upload CSV, XLSX or a text PDF	Also accepts TSV; everything else is refused by name
Check coverage	Confirm provider tier and economic levels for your country	Shows one coverage tier per country; no economic level appears
Review analytics	Percentage, confidence, impact and priority evidence	All four are produced for every comparison group
Assign action	Turn a priority signal into an operational task	The form has no signal field; you retype what you read

The fourth step deserves plain language. An action record holds a title, a context note, a low, medium or high priority and an optional due date. Nothing on it carries the identity of the signal that prompted it, and no column exists to hold one. The link between the evidence and the task lives only in what you typed into the context box, and it breaks the moment the wording drifts. The priority you pick is also a different quantity from the priority score on the analytics table, which runs on a hundred-point scale and is computed rather than chosen.

Limits the steps do not mention

Largest import accepted

15 MB

measured before parsing; a larger file is refused outright

Duplicate file

Ignored

matched on a hash of the whole file, per organization

Duplicate row

Ignored

matched on a hash of the row's own values

Rejection reasons stored

None

only the counts reach the database

Two consequences follow, and neither is on the help page. First, parsed rows will not always equal inserted plus rejected: the shortfall is rows that were already there, and a duplicate is counted as neither. Second, the explanation of why a row was refused is shown once, in the response to that upload, with the first few affected row numbers. Leave the page and only the count survives. Read a rejection summary while it is on screen.

What the help page does not offer

Where the page guide has no entry for the page you are on, this library is the fallback. Start with reading the dashboard and what a saving is, which cover the two figures most often read as something they are not.