Finding What You Need in the Console

There are several ways to find a screen or how to perform a task in the console: the top search box, help articles, each screen's help panel, the AI assistant, and favorites. This page explains all of them in order; the video of the same explanation is below.

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For general use of the help center, see Help center.

Before You Start

  • All modules you use on the main page are listed as cards.
  • When you enter a module, the left menu shows only the screens of that module. For example, when in PIM & Catalog, only PIM screens appear in the menu; order screens do not distract your focus.
  • Favorites and recently visited screens are stored in your browser; you need to add them again on another computer.

Finding Screens and Articles with the Top Search

  1. Click the Search products, screens or commands box at the top or use the ⌘ K shortcut. The Command palette opens.
  2. Type the task you are looking for; for example, "bulk product upload."
  3. Clicking the result under the Screens heading takes you directly to that screen.
  4. Help articles related to the topic are listed under the Help heading. At the bottom, the line Search "..." in help center opens the search in the help center.

Reading a Help Article

  1. Click an article under the Help heading.
  2. The article explains the purpose of the screen, how to access it, its sections, and steps.
  3. Use the On this page list on the right to jump to the desired section.
  4. At the end of the article, you will find Frequently encountered situations and Related screens. Clicking the Related screens card takes you directly to the screen. Videos explaining step-by-step usage of screens are also being added to articles.

Opening the Screen's Help Panel

  1. While on a screen, press the question mark icon (Help for this screen) at the top right.
  2. The screen's help article opens in a side panel; you can read it without leaving the screen.
  3. At the bottom of the panel, Open in help center opens the article in full page, Help center opens all articles; Ask CLAI sends the question to the AI assistant.
  4. Press the question mark again to close the panel.

Asking the AI Assistant a Question

  1. Press the star icon (AI assistant) at the top right. The CLAI Assistant opens on the right.
  2. Type your question in the box and press Enter; for example, "How can I update product descriptions in bulk?" You can also write points you didn’t understand or forgot to ask during training.
  3. The assistant checks product tools and help articles and prepares the answer; it explains the task step-by-step, with examples if needed.
  4. If you don’t understand something, continue the conversation. Suggested questions are also listed below the answer.
  5. Close the panel with Close AI panel.

The assistant’s answers may vary in wording each time; before an important operation, also check the relevant help article.

Adding a Screen to Favorites

  1. Hover over the screen name in the left menu.
  2. Click the star next to the name (Add to favorites). The star fills.
  3. Click the grid icon (All products) at the top left. The opened window lists Favorites and Recently visited; you can go to the screen with a single click from here.

To remove from favorites, click the star again (Remove from favorites).

Verifying the Result

  • When you click a search result, the breadcrumb at the top (e.g., PIM & Catalog › Bulk product upload) shows the screen you are on.
  • Screens you add to favorites appear in the All products › Favorites list.

Frequently Encountered Situations

  • The screen I’m looking for is not in the results: your account may not have permission for that screen; try a different word for the screen name.
  • I can’t see screens from another module in the menu: the menu shows only the open module. Switch to another module from All products or the main page.
  • My favorites disappeared: favorites are stored in the browser; if you use another browser or browser data is cleared, add them again.
  • The assistant’s answer does not match the screen: check the screen’s help article or ask your question again including the screen name.