Essentials
Getting Started
Get familiar with your dashboard layout and take your first steps toward productive troubleshooting.
Your Dashboard
After signing in, the sidebar gives you access to everything you need. Start a New Chat, browse your five most recent conversations, or click View All History to search older chats. Navigate to Knowledge Base, Settings, and Help & Support from the sidebar. If you are an Admin, you will also see Team, Billing, and Asset Management. Ultimate plan users additionally see a Traffic Analysis entry in the sidebar.
Quick Actions
When you open a new chat, the empty screen presents quick-action buttons to help you get started: Identify Error Code, Search Manuals, Draft Maintenance Report, and Resolve Asset Issue. Ultimate plan users also see a Traffic Analysis button. These pre-fill your message with a relevant prompt so you can jump right into troubleshooting.
Recommended First Steps
Start a New Chat and try a quick action or ask your first troubleshooting question to see the AI in action.
Go to Knowledge Base and upload any equipment manuals you have — this helps the AI give more relevant, model-specific answers.
Check Settings to review your plan usage, and open My Account from the sidebar user menu to update your profile and preferences.
If you are an Admin, add your elevator and escalator assets in Asset Management so the AI has richer context for diagnostics.
- You can start a new conversation anytime using the New Chat button in the sidebar or the chat header.
- The sidebar can be collapsed or expanded using the toggle at the top for more screen space.
- The AI performs best when it has access to your uploaded manuals and asset records.
Need more help?
Our support team is ready to assist you with any questions.