Using the Help Menu and Support Resources
Overview
The Help menu gives you on-demand access to Quick Start guides, product-specific tutorials, API documentation, release notes, and direct support contact — all without leaving SpatialKey. If your organization has the AI chatbot feature enabled, the same menu provides access to the AI assistant. The Help menu is available in both the Home page header and inside every SpatialKey application.
How to Access
- Locate the Help icon (question mark) in the top-right area of the header bar, to the left of the Notifications bell.
- Click the icon to open the SpatialKey Support popup.
Interface Elements
| Element | Type | Description |
|---|---|---|
| Ask a Question section | Section header | Visible only when the AI chatbot is enabled for your organization. Contains the How Can We Help? button. |
| How Can We Help? button | Button | Switches the popup to the AI chat interface (the AI assistant). |
| Quick Start Guides & Videos section | Section | Always visible. Lists links to product-specific getting-started guides. |
| SpatialKey 101 link | External link | Opens the SpatialKey 101 Quick Start Guide in a new browser tab. |
| Analyst 101 link | External link | Opens the Analyst Quick Start Guide in a new browser tab. |
| Accumulations 101 link | External link | Opens the Accumulations Quick Start Guide in a new browser tab. |
| Event Response 101 link | External link | Opens the Event Response Quick Start Guide in a new browser tab. |
| Underwriting 101 link | External link | Opens the Underwriting Quick Start Guide in a new browser tab. |
| API Documentation link | External link | Opens API documentation. Links to the in-app /documentation page if your account has API access; otherwise links to the API 101 guide. |
| Release Notes link | External link | Opens the latest release notes in a new browser tab. |
| Contact Support link | External link | Opens the SpatialKey support contact page in a new browser tab. |
| Back arrow button | Navigation button | (Visible in the chat view only.) Returns from the AI chat interface to the Quick Start guide view. |
Step-by-Step Usage
Opening a Quick Start guide
- Click the Help icon in the header.
- In the Quick Start Guides & Videos section, click the link for the guide you need (for example, Accumulations 101).
- The guide opens in a new browser tab.
Accessing the AI support chatbot (the AI assistant)
- Click the Help icon in the header.
- In the Ask a Question section, click How Can We Help?.
- The popup switches to the chat interface. Type your question in the text field and press Enter to send.
- To return to the Quick Start guide view, click the back arrow at the top of the chat panel.
Contacting support
- Click the Help icon in the header.
- Click Contact Support at the bottom of the popup.
- The SpatialKey support page opens in a new browser tab.
Tips & Notes
- All Quick Start guide links open in a new browser tab. Your current SpatialKey session is not interrupted.
- The AI assistant opens with pre-set suggestion prompts: "How do I get started with SpatialKey?", "Help me find API docs", "What 3rd party data is available?", "I forgot my password", and "How do I contact SpatialKey?". Click any prompt to send it as your first message.
- If the Ask a Question section does not appear in your Help popup, your organization's license does not include the chatbot feature. Contact your administrator to inquire about enabling it.
- The Help menu is available from every page in SpatialKey — Home, Underwriting, Accumulations, Event Response, and Analyst.