Ask the Agent about CareMap

The Agent can search public CareMap Help for instructions about features, permissions, statuses, and workflows.

Ask a product question

1. Open Agent.
2. Ask one direct question, such as “How do I add a passkey? Search CareMap Help.”
3. Include the label or status you see, your role, and whether you are using web, desktop, or mobile.
4. Watch for Searching Help for your question. The completed activity says Searched Help for.
5. Read the answer and open its CareMap Help links for the full instructions.
6. Ask a more specific follow-up if the result addresses a different task.

The Agent chooses whether to use Help search. Merely mentioning CareMap does not prove that it searched; check the activity and source links.

Keep public Help separate from your content

Help describes how the product works. It does not contain your private Library, Notes, profile records, or captured Report answers. Changing the selected Library folder does not select a different private Help collection.

For your own content, name the source and information you need. A combined question may use both Help and workspace sources; ask the Agent to distinguish the supporting sources.

The current Help corpus is English. Mentioning your audience and platform can help the Agent find relevant guidance, but it does not change your permissions or enable a feature.

Check the complete article

Help search returns selected article sections and short excerpts. It can miss a relevant page, and an excerpt may omit a prerequisite or exception. Open the linked article before making an important change.

A brief overview does not establish undocumented steps. Ask for the missing detail or report a documentation gap instead of treating an unsupported answer as a product promise.

If Help search is unavailable

A Help-search error does not necessarily disable other Agent tools. Retry a focused question after a short wait, or browse Help directly. No results can also mean the wording or filters did not find a match.

Use Help in the sidebar or More → Help on mobile, or open the Knowledge Base. Web opens Help in a new browser tab; the desktop app uses the system browser.

Direct browsing and site search do not require sign-in or AI credits. Help opens online rather than as an offline manual inside the app. Using Agent still follows its normal availability and credit requirements. If Help does not open, visit the Knowledge Base directly in your browser.