> For the complete documentation index, see [llms.txt](https://docs.workflowgen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.workflowgen.com/portal/8.7/help.md).

# Help

## Overview

Help is available for processes and actions within processes by clicking the question mark (`?`) beside the process or action descriptions. Help is defined by the process designer and will appear in a blank window unless it has been created.

When selecting help at the process level, the help text will describe the purpose of the overall process. Selecting help for a given action in the process will display help for that particular action, rather than for the entire process.

## Help screen

<div align="left"><img src="https://content.gitbook.com/content/jdWPtusFobjgTNoY1snj/blobs/JRH2BMDMoVarDSLeuAvr/help_624x450.png" alt=""></div>

{% hint style="info" %}
Links are displayed for sub-processes to browse to the parent and child processes.
{% endhint %}

## Help form

| **Fields**    | **Remarks**                                                                                              |
| ------------- | -------------------------------------------------------------------------------------------------------- |
| Description   | Description of request or action                                                                         |
| Help tab      | Display the help text corresponding to the action or process (only if the graphical tab is available)    |
| Graphical tab | Display the graphical view of the process (only available to participants that have been granted access) |
| Zoom in / out | Click the magnifying glass icons to zoom in or out on the process graphical view                         |
| Help text     | Help text associated with the request or the action                                                      |
| Help link     | Link to a help document on the request or the action                                                     |
| Help email    | Email address for help on the request or the action                                                      |


---

# 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 following URL with the `ask` and `goal` query parameters:

```
GET https://docs.workflowgen.com/portal/8.7/help.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `build a script that syncs our docs to a CMS` lets GitBook tailor the answer to that use case.

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.