Help in the app: guides, video and AI help

Updated Markdown

Every main view has a round ? button in the bottom-right corner (on a phone: ? in the menu). It opens the help for the view you are in: its recorded guides, the questions people have there, and a field to ask the AI help. Nothing opens by itself: ListPlus has no automatic tour, you ask for help when you want it. On a computer the button flashes briefly once, about six seconds after a view opens — once per view and browser session, and never again in a view where you have opened the help.

Where the button is#

The button appears in Home, a list, New list, Person Search, Segment Search, AI Research, Inbox, Watchlist, Pipelines and the Flows pages. In a list it sits just above the status bar. Other pages have no help list and no button.

What the card shows#

Click the button and a card opens above it. It shows a headline for the view, then the view's recorded guides with a counter such as "1 of 3 viewed" and a progress bar. A video is marked Video and with a play icon; others show a guide length in minutes. On Home, Watch the intro at the bottom of the card plays the short product video "What is ListPlus?".

Below the guides come the view's questions in groups — for example in a list Data quality ("How do I find duplicates — even with different spellings — and merge them?") and Enrich & hand on; Step by step holds the tasks whose guide is not recorded yet. Each view has its own questions. One group is open at a time; click a group's heading to open it. Click a question and the AI help answers it in the same window. Under the question field, the line Prefer email? support@listplus.ai opens a mail to support directly. Press Esc or click the button again to close the card.

Opening a guide#

Click an entry: the guide opens in a dialog on top of the page, with the buttons Open in its own window and a close button. On a phone the guide opens directly in a window of its own. Opening an entry ticks it as viewed, and you can open a ticked entry again at any time.

A task whose guide is not recorded yet is not a guide entry: it stands under Step by step as a question, and the AI help answers it from the help articles.

What is remembered#

The ticks and the views where you hid the button are kept with your account, so they are the same on every device. Without an account they are kept in the browser only.

Hide the button, bring it back#

Click Hide here at the bottom of the card to remove the button from that view only; other views keep theirs. To bring it back, open the search (⌘K / Ctrl+K) and choose Help, or choose Help in the menu at your avatar. That shows the view's card again with its button.

On a page that has no help list, Help opens the help window with the cursor in the question field.

Ask ListPlus: the AI help#

Under the questions is a field titled Ask ListPlus ("AI help · knows your plan and credits") with the placeholder "What would you like to know?". Asking opens the conversation in the same window (header ListPlus Help); a line shows the active workspace's plan and credits, and Guides takes you back to the list. Contact support at the bottom of the Home page and Help in the search (⌘K / Ctrl+K) or the avatar menu open this window with the cursor in the question field.

The answers come from an AI, not a person. It answers only from the help articles and from your workspace's plan and credit balance. When you ask in an open list, it also gets that list's counts — rows, which columns were recognised and how many rows have a value in them, rows without an e-mail that a lookup can still search, duplicate or invalid e-mail addresses — and answers with your numbers ("140 of your 312 rows have …"). It never sees the values in your list or its name. An answer can carry up to three buttons that open the right place (for example Import from HubSpot or Open the Block list), links to places inside its text, a link to a guide and its source articles. If the help says nothing about a question, it says so ("The help says nothing about this."); questions that are not about ListPlus are declined. Button names are given in the language of your interface. Asking costs no credits.

You can drag the window by its top area. It stays open when you go to another page while a conversation is open, and the conversation is kept until you close the browser tab. ListPlus keeps each question and its answer for 30 days to check and improve the answers — without your name, e-mail address or user ID. There is a daily limit of questions per person, and several questions in a row that are not about ListPlus pause the help for a while.

If your workspace's owner switched off AI features, the AI help is off too.

Reaching a person#

Under an answer that found nothing, that concerns a topic for a person (an invoice, lost data) or that ended in an error, Send to support lets you add a line and click Send: the conversation, your workspace, plan and the page you are on are e-mailed to support and you get a copy. Support answers by e-mail, usually within one working day. You can also write to support@listplus.ai yourself — the address is a link under the question field of the help card (Prefer email?); Copy conversation copies the chat for your mail. See "How do I contact support?" for what to include.

On the ListPlus website, the button Questions about ListPlus? at the bottom right of the website's pages (only a small round button on blog posts, none on the legal pages) opens the same AI help for visitors without an account.

Related topics: contact-support · navigation-and-glossary · first-10-minutes.

FAQ#

Where is the help button in ListPlus?#

The round ? button sits in the bottom-right corner of Home, a list, New list, Person Search, Segment Search, AI Research, Inbox, Watchlist, Pipelines and the Flows pages. Click it to open the guides for the view you are in.

What does the help card show?#

A headline for the view, its recorded guides with a counter like "1 of 3 viewed", then the view's own questions in groups (one open at a time), the question field "Ask ListPlus" for the AI help with the line "Prefer email? support@listplus.ai" under it, and at the bottom "Hide here".

How do I open a guide?#

Click its entry in the help card and the guide opens in a dialog on the page. Use "Open in its own window" in the dialog to see it larger; on a phone it opens directly in its own window. Opening it ticks the entry as viewed.

Where are the guides that are not recorded yet?#

Under Step by step, as questions: click one and the AI help answers it from the help articles. Once its guide is recorded, it moves up to the guides.

Where is the intro video?#

Click the ? button on Home, then Watch the intro at the bottom of the help card.

Are my viewed guides saved?#

Yes. The ticks are kept with your account, so they show on every device you sign in with. Without an account they are kept only in your browser.

Does ListPlus start a tour or open help by itself?#

No — there is no automatic tour, and the help card opens only when you click the ? button. On a computer the button flashes briefly once per view and browser session, until you have opened the help in that view.

How do I hide the help button?#

Open the help card and click "Hide here". The button disappears from that view only and the other views keep theirs.

How do I bring the help button back?#

Open the search (⌘K / Ctrl+K) and choose Help, or choose Help in the menu at your avatar. That shows the button and the card of the view you are in again. On a page without a help list, Help opens the help window with the cursor in the question field.

How do I ask a question from the app?#

Type it into the "Ask ListPlus" field under the guides in the help window, or click one of the view's questions. An AI answers from the help articles and your workspace's plan and credits, free of charge. If it cannot help, click "Send to support" under its answer; support replies by e-mail.

Is the AI help a person?#

No. It is an AI that answers only from the ListPlus help articles and your workspace's plan and credits, and it does not see the contents of your lists. A person answers only by e-mail, via "Send to support" or support@listplus.ai.

Does the conversation stay when I change page?#

Yes, while a conversation is open the window stays open on other pages. In your browser it is kept until you close the tab; ListPlus keeps each question and answer for 30 days, without your name or user ID, to improve the answers.