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Help is at the bottom of the sidebar. Use it to message support from the page you are on, or to open these docs.

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Get in touch

To send a message, follow these steps:
  1. Click Help, then Get in touch.
  2. Choose Question, Bug, or Feedback.
  3. For a question or a bug, set Select a topic.
  4. Write the message. A question uses How can we help? A bug uses What did you find? Turn on This is urgent if you cannot keep using Yorlet. Feedback uses How can we improve Yorlet?
  5. If the question or bug is about a record, add its ID. The ID is filled in when that record is already open.
  6. Click Send.
On a question, Try the assistant first appears when the assistant is available. Press ⌘ / (Ctrl / on Windows) to open it from any page. Help also opens Documentation, Support articles, and Product updates.

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Theme and your profile

Click your name at the bottom of the sidebar.
  • Theme: Light, Dark, or System, which follows your device.
  • Profile: your name and how you sign in.
  • Logout: signs you out of the Dashboard.
Toggle sidebar collapses the sidebar. Assistant opens the side panel when Yorlet AI is enabled. See Yorlet AI.