Contextual help in Stage 1

Most help centers make you leave the thing you're stuck on. You open a new tab, search, read an article written for a different screen, and come back having lost your place.

Help in Stage 1 opens on top of the screen you're on, with the answers for that screen first.

Two ways in

There's a Help button in the left sidebar, under Search. Or press the question mark on your keyboard from anywhere in the app. Press it again, or Escape, and the panel closes. When you're typing in a field, the question mark just types a question mark.

It knows where you are

Every help topic in Stage 1 is tagged with the screens it belongs to. When the panel opens, it checks where you are and puts those topics at the top. The header names the place, so you know the list is for you. For this account. For Replies. For Settings, Workspace.

Open an account on the Board and the first topics are the ones for that account screen. Doors, detected relationships, warm paths and intros, the vouch line, approving, 3x3 research and more. Below them sit the rest of the Board topics. On the Desk, under Going out, you get review before sending, the checklist on each message and follow-ups.

Everything else sits in a closed section at the bottom called Everything else in help. One tap opens it.

Short answers in plain words

Each topic is a title and a few sentences. They say what the thing is, what it does and where to change it. Here's the one on doors.

Before anything is written, Stage 1 picks how you earn the open with each person. Cold doors use research, like a filing or a fresh event. Warm doors use a relationship, like a former buyer or someone you worked with.

At the top of the panel there's a box to ask your own question, in your own words.

Why it matters

Stage 1 makes calls a seller has to trust. It picks a door, closes one, holds a past client, waits six days on an intro before going direct. When you can't see why, you override it or stop using it. Help that opens on the decision puts the reason one press away.

That matters more in a services firm, where the seller is often a practice lead or a founder with twenty minutes between client calls. Nobody reads a manual in that gap. Why most sales tech fails in services makes the longer case, and your first board in two minutes shows how little setup it takes to get there.

Press the question mark. The answer for the screen you're on is at the top.