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Accessing in-software help articles

Learn how to access our library of support articles and FAQs, and get PI product help any time you need it.

Updated over a week ago

This article applies to all users in the PI2 platform.


At The Predictive Index, we pride ourselves on creating transformational products that are also easy to use.

If you ever get stuck while using PI, we're here to help. In addition to our support team, which operates from 9am to 5pm Mondays through Fridays, we offer additional support through our library of help articles.

In this article, we'll walk through how to access in-software articles, so you can get unstuck faster.

How to access PI help articles

  1. Log in to the PI software.

  2. Click the question mark icon () in the bottom-left corner.

  3. Our "Resource Center" widget will open, asking you how we can help.

  4. Click the "Help" button in the bottom-right.

  5. You'll be presented with 8 "collections" of help articles:

    • Hire

    • Inspire

    • Design

    • Diagnose

    • Perform

    • Admin Guide (intended for users with admin privileges)

    • Integrations

    • Upgrade Help (intended for clients who previously upgraded from the Legacy PI software experience)

  6. If you have a specific feature or tool you need help with, enter it into the search bar.

  7. Otherwise, click into the collection most relevant to your support needs.

  8. Once you've selected a collection, you'll be prompted to select an individual article to view.

  9. Upon clicking an article, the widget will expand to show the contents.

  10. Feel free to navigate the PI software. The article will remain open, allowing you to follow along as you complete each step.

Tip: Want to expand an image in an article? Click on it, and a larger version will open in a new window.

FAQs

Can I open a help article in a new window?

Yes! To do so:

  1. Open an article using the in-software help widget.

  2. Scroll to the bottom of the article.

  3. Click "Open in help center."

The article will open in a new window.

What's the URL weblink for PI's knowledge base?

Our knowledge base (also known as a "help center" or "documentation site") is located at docs.predictiveindex.com.

Feel free to visit the knowledge base website directly, if you'd prefer!

Are these support articles available in other languages?

We don't currently have places to translate support articles into other languages.

That said, Fin, our support bot, is trained in various languages. If you ask Fin a question, it will respond in whatever language you used for your initial request. Give it a try the next time you need help in the software!

I have product feedback I'd like to share. How can I do so?

Our software is powered by 70+ years of science, and with that comes plenty of learnings. We take client feedback seriously, and are always looking to improve your experience.

Here are a few ways to share your feedback:


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