Editor Features

The Docs editor is a rich, block-based writing surface. It pairs a familiar formatting experience with Helpin-specific superpowers: live entity embeds, citations, AI sections, saved views, and inline review.

Pages in this section

• Rich text editor — the core editing experience, toolbar, and autosave.

• Slash commands & block types — the / menu and every block you can insert.

• Callouts, toggles, tables, code blocks, HTML blocks — structured content blocks.

• Diagrams in docs — Mermaid and nwdiag diagram code blocks, Excalidraw whiteboards, and how they compare.

• Images & file attachments — uploading, resizing, and files.

• Video & rich embeds — video and live entity embeds.

• AI-generated sections — agent-authored content you review before it lands.

• Citation blocks — provenance for AI-written content.

• Saved view embeds — live PM, CRM, and support views inside docs.

• Task items / checklists inside docs — actionable checklists with owners and due dates.

• Mentions & entity mentions — @people and typed entity references.

• Link to CRM / PM / support objects, block-level links — connecting docs to work.

• Table of contents — auto-generated heading navigation.

• Inline comments & proposals / review — threaded comments and agent change proposals.

• Search & replace, outline minimap — navigating long documents.

Quick keys

• / opens the block menu anywhere.

• Selecting text opens the floating toolbar (bold, italic, headings, comments, links, code, and more).

• Drag the handle left of any block to drag-and-drop reorder.

• Markdown shortcuts work as you type (# , - , 1. , > , ``).

• Paste CSV or TSV text and it converts into a table automatically.