How Help and CLAI Work Together
There are three ways to get help when you get stuck in the console: the help drawer for the current screen, the help center that collects all articles, and the CLAI assistant that answers your questions and can navigate on your behalf. All three use the same help articles: the text you read in the drawer is identical to that in the help center; CLAI also receives a list of articles related to the current screen, so it can use these articles to answer your questions about the screen. This document explains how the three work together and what CLAI can and cannot do on the screen.
Accessing the Screen
| Method | How to Open |
|---|---|
| Help drawer | The question mark in the top bar (Help for this screen) or the ? key on the keyboard. |
| Help center | The Help center button at the bottom of the drawer or the Help results in quick search (⌘K / Ctrl+K). |
| CLAI | The sparkle icon in the top bar (AI assistant) or the Ask CLAI button at the bottom of the drawer. |
Help Drawer
The drawer is a panel that opens on the right side of the screen and shows the help article related to the current screen. It is not a popup: you can continue using the screen while the drawer is open and apply the steps in the article as you read.
- Title bar: Help and the name of the current screen next to it. The cross on the right (Close help) closes the drawer.
- Topics on this screen: If multiple articles are linked to the screen, a short list appears at the top; click the article you want to read.
- Article: Title, summary, Updated: … and Verified with screen: … dates, followed by the article text. Clicking console links in the text opens the relevant screen and keeps the drawer open.
- Bottom buttons: Open in help center opens the article in full page; Help center takes you to all articles; Ask CLAI opens the assistant panel. This line is hidden while the article is loading or if the help service is not ready.
- Editing: Users authorized to write help see the Edit button in the bottom line, or if no article exists for the screen, the Write help for this screen button. See the Managing help documents article for details.
When you switch to another screen, the drawer remains open and automatically updates its content to the new screen's article. On wide screens, the drawer shrinks the page and sits beside it; on narrower screens, it opens over the page, and on phones it is full width. If the CLAI panel is also open, the drawer is placed to its left; they do not overlap.
You can toggle the drawer with the ? key and close it with Esc. When the cursor is in a text field, ? types the character instead of opening the drawer; Esc also belongs to the field if focused. If search, launcher, or feedback windows are open, these shortcuts first go to those windows.
Possible states you may see in the drawer:
| Status (text on screen) | Meaning | Next step |
|---|---|---|
| No help has been written for this screen yet | No article linked to this screen. | Search in the help center or ask CLAI. |
| Couldn't load help | Article could not be retrieved. | Check your connection and press Retry. |
| Help isn't available yet | Help service is not configured in your environment. | Ask the assistant using the Ask CLAI button. |
CLAI Assistant Panel
CLAI is an AI assistant that opens on the right side of the console. The panel header reads CommerceLab AI.
- Click the sparkle icon in the top bar (AI assistant). The panel opens on the right and the page narrows by the panel width; the panel does not overlap the page.
- Type your question. You can ask things like "How to approve a return on this screen?", "What does this error mean?", "Take me to the stock screen."
- To close the panel, click the cross in the header (Close AI panel) or click the sparkle icon again.
Details about the panel:
- Your conversation is preserved. When the panel is closed, it is only hidden; reopening it resumes the same conversation. If the panel was never opened, CLAI does not load in the background.
- Your preference is remembered. If you leave the panel open, it will remain open the next time you open the console.
- Width is adjustable. Drag the left edge of the panel (Resize panel) to widen or narrow it; when the edge is selected, left/right arrow keys also adjust width. The panel can be at most half the screen width; double-clicking the edge resets to default width. Your preferred width is remembered. On narrow screens, the panel opens full width and covers the top of the page.
- Open in a new tab: The button in the header opens CLAI in a separate browser tab.
- Workspace changes: When you change workspace in the console, the panel silently refreshes for the new workspace; no action is needed.
- The Ask CLAI button in the help drawer opens the panel; if already open, it does not close it. On narrow screens, pressing this button closes the drawer and shows the panel.
What Does CLAI Know About Your Screen?
After opening the panel at least once on this page, the console informs CLAI of your location. It continues to report even when the panel is closed, so if you open CLAI in a separate tab, it knows which screen you are on. If you leave the panel open when exiting, the console automatically starts reporting on next launch; if closed or the page is refreshed with the panel closed, reporting resumes only after reopening the panel.
| What CLAI Sees | Description |
|---|---|
| Current screen | Product, screen name, and address (including filters). |
| Help articles linked to the screen | Reads these first when you ask "How to do X on this screen?" |
| Errors visible on screen | Error boxes and red notifications on the current screen (up to ten). Errors on other screens are not sent. Also includes technical errors from the last minute. |
| Your recent clicks | Up to the last ten clicks, with the name of the button, tab, or link. Text typed in fields is not recorded. |
| Buttons and fields on screen | Names of elements visible on screen that CLAI can interact with (up to 40). |
| Accessible screens | Screens in your menu (excluding Soon screens not yet migrated). CLAI cannot take you to screens you lack permission for. |
| Text on screen | Reads the main content in the center of the screen (table rows and link addresses). For very long screens, only the beginning is read; in that case, filter the list to narrow it down. The left menu, top bar, and the panel itself are not read. |
If multiple console tabs are open, CLAI works based on the last viewed tab and performs actions there. When working with several tabs, specify which screen you mean in your question.
What Can CLAI Do on the Screen?
CLAI does more than chat; it can perform actions on the screen on your behalf if you wish. Its capabilities are limited and every step that can change data requires your approval.
| Action | What It Does | Is Confirmation Asked? |
|---|---|---|
| Navigation | Takes you to a screen in your menu or a record under that screen (e.g. order detail). | No |
| Highlighting | Scrolls to and frames a button or field on the screen; does not click. | No |
| Filling fields | Writes a value into a text field or selects from a dropdown; can find options by their displayed name. Does not apply or save alone; the field briefly frames. | No |
| Clicking | Clicks a button. Tab and view changes, Filter, Clear, Columns, refresh buttons in list toolbars, and filter fields that do not change data are clicked directly. | Yes, for any button that can change data like Save, confirm, delete |
| Multi-step plan | Performs several actions in sequence (e.g. go to screen, fill field, save). | Once for the whole plan if any step changes data |
| Step-by-step explanation | Shows a process with balloons pointing to screen elements in order; does not click anything. | No |
CLAI can only interact with elements visible on screen: buttons in the center, list and filter fields, and a few top bar buttons opened by the console for the assistant. It does not click links in the left menu; it uses navigation to change screens. When going to records, it uses the real addresses of links on screen; it cannot invent addresses.
Confirmation Box
When CLAI wants to perform an action that can change data, a box labeled CLAI wants to perform an action appears in the center of the screen.
- For a single button: the box shows the button name and CLAI's reason.
- For a plan: all steps are listed with numbers; steps that can change data have the changes data label.
Approve and run starts the action. Reject or closing the box (including Esc) cancels the action; no button is clicked and nothing changes on screen.
The box remains open until you decide, but CLAI waits about 45 seconds for your response. If you press Approve and run after this time, the action still runs, but CLAI may not learn the result and may tell you the action was not performed. Close undecided boxes with Reject and check the screen to confirm if the action was done. There is a short wait between steps in a plan so you can follow what is happening. If a step fails, the plan stops and subsequent steps are not executed.
Your approval for the same buttons on the same screen remains valid for three minutes. For example, if CLAI tries to fix a record and save again, the box does not reappear. Approval is asked again for different buttons, different screens, or after the time expires. Rejected actions are not remembered. Reloading the page resets all approvals.
Explanation Balloon
When CLAI wants to show a process step-by-step, an CLAI is walking you through balloon appears. The balloon stays next to the explained element, which is scrolled into view and framed. The balloon shows the step number (e.g. 2 / 5). Use Next and Back to navigate steps; close with Done on the last step. The cross button or Esc ends the explanation anytime. If the explained element cannot be found, the balloon appears in the center of the screen for that step. Applying the steps is up to you; the balloon does not click anything.
Language
Help articles are written in Turkish. In the English interface:
- Articles with translations show the Machine-translated from Turkish label in the help center and the note This text was machine-translated. in the drawer.
- Articles without translations show the Turkish text; the help center shows No English version yet — showing the Turkish original, and the drawer shows This article is only available in Turkish.
If Something Is Missing or Incorrect
If you see missing or screen-inconsistent information in an article, you can report it using the Send feedback button in the top bar on accounts where this feature is enabled. Select Idea or Bug as the Type and specify which article you were reading in the description.
Common Situations
- CLAI does not know which screen I am on. The console reports your location to CLAI only after opening the AI panel at least once on this page. Open the panel on this tab, wait a few seconds, and ask your question again.
- CLAI filled a field but the list did not change. Filling a field only writes the value, it does not apply it. Press the Filter button yourself or ask CLAI to press it. For forms, press Save yourself or approve CLAI's confirmation request.
- Action was done but CLAI says it was not. You may have approved the confirmation box late; check the screen and inform CLAI of the result.
- No confirmation was asked for a click. Data-non-changing actions like tab switching, filtering, list refresh, and column selection are done without confirmation. Also, if you approved the same button on the same screen within the last three minutes, it is not asked again.
- The drawer says "No help has been written for this screen yet." Search the topic in the help center or consult the assistant with Ask CLAI.
- Numbers given by CLAI do not match those on screen. If you changed workspace, wait for the panel to refresh; if the problem persists, reload the page and ask your question again.