CX Support

This guide walks IT and operations managers through setup, access, and rollout so employees can install the Outlook Companion, sign in, and start using it in Outlook with minimal disruption.

Deployment Guide

The complete end-user guide to the Companion in Outlook, including core workflows, best practices, and troubleshooting tips for common problems.

Operator Handbook

Jessica Somera

Product Support

In-depth guides and other resources to get the most from the Outlook Companion.

Helm Documentation

Get help with your Companion. Here are the most common questions we see.

Helm FAQ

Learn how to open the Companion in Outlook, connect your account, and finish user configuration.

Quickstart Guide for Operators

Get help opening the Helm Companion and pinning it for easy access within Outlook.

Opening Helm Companion

Learn when and how to start a new Shipment, ISF, or Declaration file directly from an email in Helm.

Creating a New Shipment, ISF, or Declaration from an Email

How to keep a file current in Helm as a shipment moves through booking, transit, arrival, and delivery.

Updating and Maintaining Shipments Over Time

How to use the carrier tracking links Helm surfaces alongside shipment reference numbers.

Using Carrier Tracking Links

Shipment Matching and Search

This guide talks about how Staff Assignment works between the Companion and TMS.

Staff Reference Assignment

Document Upload (eDocs)

Helm can automatically suggest the document type for files you attach to a shipment, consolidation, declaration, or other workflow—so you spend less time opening every attachment and picking types by…

Automatic Document Categorization

Help center wasn't enough? Find out how to get support with your Companion or submit product feedback.

Helm Support and Feedback

A few documents that show you how to apply and use the Companion in your day to day. This product was formerly known as Clockwork, and you may still see that name in a few places while we finish updating everything.

Guides

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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