Product module map
Use this map to jump from a URL bar path to the correct Help topic. Excluded from documentation: classic /workflows, hidden Customers, admin-app, debug routes.
Video
Who can do this
All users.
What you'll accomplish
- Route matched to Help article
- Bookmarks shared with teammates include Help links
Step-by-step procedure
| Product area | Example paths | Help topic |
|---|---|---|
| Get Started | /getting-started/* | Get Started section |
| Settings | /settings, /settings/knowledge-hub | Settings overview |
| CRM | /contacts, /deals, /smart-lists | CRM section |
| Inbox | /inbox, /inbox/assigned | Inbox overview |
| Boards | /tasks/smart-tasks | Tasks overview |
| Marketing email | /email-campaigns, /email-templates | Email campaigns |
| Marketing SMS | /sms-campaigns, /templates/sms | SMS campaigns |
| WhatsApp Business | /whatsapp-business/* | WhatsApp overview |
| WhatsApp Chat | /whats-app-messaging | WhatsApp overview |
| Calling | /ai-voice-calling, /call-logs | Calling overview |
| Triggers | /form-builder-embed-generator, /triggers/calendar-links | Triggers and forms |
| Social | /social/overview, /social/publish/compose | Social overview |
| Smart Flows | /smart-flows, /smart-flows/builder | Smart Flows overview |
| AI Employees | /ai-employees/list, /ai-employees/command-center | AI Employees overview |
| Workforce | /workforce, /calendar | Workforce overview |
| Reports | /reporting, /reporting/sales | Reports overview |
| Billing | /credits-dashboard-management, /invoice-management | Credits and usage |
When unsure, use Help search with the TopBar page title (matches many entries above).
Extended guidance
Support teams can paste module map links into chat macros for faster deflection. When product adds routes, update internal cheat sheets—even if Help updates lag slightly.
Practice scenarios
Given /social/publish/compose, find Help topic in under 60 seconds using this map.
Sandbox validation
Repeat the procedure in a test workspace or with two internal colleagues before customer-facing launches. Document who approved each step (marketing, legal, ops). Screenshot Verify your work outcomes for audit trails. When something fails, capture the URL, role, timestamp, and exact UI label clicked—Support resolves tickets faster with that context. Re-read See also links after your first successful run; adjacent topics often cover edge cases you have not hit yet.
Team rollout checklist
Assign a single owner for this workflow per workspace. Schedule a 30-minute handoff training with screen share. Add the See also links to your internal Notion or wiki. Re-verify after each major product release (labels move occasionally). Pair junior staff with a senior reviewer for the first live execution. Log lessons learned in your team retro—especially permission surprises and integration timeouts.
Keep learning
Bookmark this page and the Product module map. After major releases, re-walk Step-by-step procedure—UI labels move occasionally. Share feedback with your workspace Admin so Help stays aligned with how your team actually works.
Verify your work
- Search finds mapped topic from path fragment
- Shared bookmark opens both product and Help
Tips
Pin this page for support agents answering how-do-I questions.