> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/how-to-use-help-center.md). # How to Use the Help Center Welcome to the Peoplevine Help Center. This short guide shows you how to find answers fast — by browsing, searching, or asking the built-in AI assistant. ### Navigating the Help Center * **Home page** — start with **Explore by product** (Control Panel, Member Portal, Check-In App) or **Explore by category** (Applications & Forms, Membership Programs, Billing & Payments, Events & Bookings, Communications, and more). Each card takes you to that area's overview. * **Left-hand menu** — every article lives in a category tree. Open a category to see its how-to articles; your current location is always highlighted. * **Search** — use the search bar to jump straight to an article by keyword. * **"On this page" menu** — on the right of every article, an outline of the page's sections. Click any entry to jump straight to that section — handy in longer references like the Glossary. * **Quick references** — the [Glossary](/glossary.md) explains Peoplevine terms, and the [Status Code Reference](/status-codes-reference.md) covers membership, transaction, and application statuses. * **Product updates** — the **Check What's New** button on the home page opens the release notes, so you can see what's changed on the platform. ### Asking the AI assistant On the home page, type your question into the **Ask AI** search bar and click the arrow to open the assistant. It answers in plain language using the Help Center's own articles — and links the articles it used, so you can jump into the full step-by-step. You'll also find an **Ask** button at the top of every article. Opening the assistant from there tells it which page you're reading — so you can ask about the article directly (e.g., "explain step 6") without describing where you are. After each answer you'll also see **suggested follow-up questions** you can tap to keep going. > **Tip**: Use the expand icon at the top of the assistant panel to widen the chat window. #### Best practices for prompting * **Name the feature and your goal.** "How do I set a minimum age on an application form?" works better than "age settings?" * **One task per question.** Ask "How do I refund an event ticket?" — then follow up with "and how do I cancel the registration?" as a second question. * **Add context when it matters.** Mention whether you're working in the Control Panel, the Member Portal, or the Check-In App. * **Follow the links.** The assistant cites the articles it drew from — open them for the full step-by-step instructions. * **Ask follow-ups.** The assistant keeps the conversation context, so you can refine: "what if the member has a failed payment?" ### What's new compared to the old Help Center | | Old Help Center | New Help Center | | ------------------- | -------------------------------------- | ---------------------------------------------------------------------------------------------- | | **Finding answers** | Keyword search and article collections | Search **plus** an AI assistant that answers questions directly and cites its sources | | **Structure** | Article collections | Categories organised by product and workflow, with overview pages for each area | | **References** | — | Glossary, Status Code Reference, and direct links to release notes and developer documentation | | **Answer feedback** | — | Rate AI answers with thumbs up / thumbs down | ### Giving feedback * **On AI answers** — use the **thumbs up / thumbs down** icons under each answer. Your ratings help us improve both the assistant and the underlying articles. * **On any article** — every article has a **"Was this helpful?"** rating in the panel on the right. Choose an emoji, and optionally tell us more in the **"Anything you'd like to add?"** box before hitting **Submit**. You can also flag anything to your Account Manager. * **Something urgent or account-specific?** See: [How to Submit a Support Ticket](/how-to-submit-a-support-ticket.md). ### What Happens Next * **Next step**: Head back to the [home page](/readme.md) and try the assistant with a real question — or browse a category from the menu on the left. *** *Last updated: 2026-07-12* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.peoplevine.com/how-to-use-help-center.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.