Search, help and Forge

The right side of the header has the tools you'll reach for while you work: search for the module you're in, its notifications, help and guides, and Forge, the dashboard's AI assistant.

On a narrower window, Notifications, Help and Guide are grouped under ☰, and search shrinks to a 🔍 icon. Select 🔍 to open the search box.

Searching a module

On modules that support it, such as Helpdesk, Knowledge management, AI Colleague studio, Notifications, Onboarding and Offboarding, the header has a search box for that module. The placeholder tells you what it searches, for example Search tickets... on Helpdesk.

1. Type what you're looking for.
2. Press Enter. The page shows the matching results.
3. To go back to the full list, clear the search box.

Your search is kept in the page's address, so Back and Forward in your browser return to it, and you can bookmark or share a search.

Search only looks within the module you're in. Many pages also have their own search box above a list. See Working with lists.

Notifications

On Helpdesk, Knowledge management, Onboarding and Offboarding, Notifications shows updates for that module, such as changes to tickets on Helpdesk. The icon shows when you have unread updates. You can mark updates as read, or as unread to come back to them later.

These are updates for you as a dashboard user. They're not the same as the Notifications module, which sends messages to employees. See Notifications.

Help and support

Select Help to open the Help & Support panel beside the page.

Help appears only if your company has it turned on, and isn't shown in Knowledge management.

Raising a ticket with Leena AI support

If you can't find an answer, select Raise ticket under Get in touch with us, or from the search results when nothing matches.

1. Choose the Type of incident:
   • Bug, to report an error or issue in the design or functionality.
   • Service request, to ask for data, a tool enhancement or a change.
2. Fill in the details, such as the category, a description and the priority, and attach screenshots if they help.
3. Select Send ticket.

You get the ticket's number straight away. Open All tickets to follow it, add comments or reopen it.

If you close the panel while filling in the form, you're asked to confirm, because what you've entered isn't saved.

Guides

Select Guide to open the user guide for the module you're in, on this docs site, in a new tab. For example, on Helpdesk it opens the Helpdesk guide. To browse all the docs, select User guide at the bottom of the module switcher.

Forge

Forge is an AI assistant built into the dashboard. It's in beta. Select ✦ in the header to open it beside the page you're on.

Ask Forge about the page you're on, or ask it to help with a task. It can help you investigate runs, build AI Colleagues, AOPs and tools, connect knowledge and manage users. Select 📎 to attach a file to your question.

Some controls appear only once you've started a conversation.