📚Getting Started Guide

Welcome to Helix — Your Intelligent Workspace

Helix helps you organize knowledge into workspaces and documents, so your team can write, find, and reuse information faster — with optional AI assistance.

Getting StartedUsing AI

Getting Started

1

Create your first workspace

  • Click "Create workspace"
  • Give it a name (e.g., "Operations", "Product", "Client – ABC")
2

Create documents

  • Inside a workspace, click "New document"
  • Give it a clear title
3

Autosave (important)

  • Helix saves automatically while you write
  • You may see "Saving…" then "Saved"
  • If an error appears, check your connection and refresh once
4

Workspace navigation

  • Workspaces list shows all your spaces
  • Sidebar lists documents inside the workspace
  • Clicking a document opens it in the editor

Pro tip

Keep one workspace per team or client. Keep documents small and focused.

Using the Editor

Basic formatting

Use the formatting toolbar for bold, italic, underline, and other text styles.

Headings

Use headings to structure long documents. They help readers navigate and understand your content hierarchy.

Lists

Create bulleted and numbered lists for clarity. Use lists to break down complex information into digestible points.

Inserting content

Paste text, links, and other content directly into the editor. The editor will format it automatically.

Keyboard shortcuts

BoldCtrl/Cmd + B
ItalicCtrl/Cmd + I
UndoCtrl/Cmd + Z
RedoCtrl/Cmd + Shift + Z

Common shortcuts you may use. Additional shortcuts may be available.

If the page looks "half-rendered" after a refresh, do a hard reload once (Ctrl/Cmd + Shift + R).

Using AI in Helix

AI features help you work smarter, not harder.

Summarize (read-only)

What it does: Creates a short summary of your document.

✓ Important: Summarize never edits your document

Rewrite (edits document)

What it does: Improves clarity or tone.

What to expect: Review the output before you finalize changes.

Ask About Document

Best for: Questions about the current document.

Examples:

  • "What are the key decisions in this doc?"
  • "List action items and owners."
  • "What's missing from this SOP?"

Ask General Questions

Best for: Brainstorming, drafts, and templates.

Examples:

  • "Draft a meeting agenda for a weekly ops review."
  • "Create an onboarding checklist for a new recruiter."
  • "Write a client handover SOP."

Good prompt pattern

Context + goal + format

Example: "Summarize this doc into 5 bullets for leadership. Include risks and next steps."

If AI shows "Disabled", it usually means AI is not enabled in environment variables. See Troubleshooting.

Organizing Your Work

Workspace structure

  • Keep one workspace per team/client/project
  • Use clear titles ("Hiring Process – India", "Client – ABC – Weekly Notes")

Search

Use search to find documents quickly. Search helps you locate information across your workspaces.

Future-ready features

Coming soonFolders
Coming soonTags

Best practices

  • One doc per process
  • Keep SOPs short, link to deeper docs
  • Review key docs monthly

Managing Your Account

Logging in/out

Use the Login button to sign in. To sign out, use your browser's logout functionality or clear session cookies.

Reset password

If you forgot your password, use the "Forgot password" link on the login page to reset it.

Mobile/desktop

Helix works in modern browsers on desktop and mobile. The interface adapts to your screen size.

Profile settings

Coming soon

For Teams

Coming soon

• Collaborative workspaces

• Member permissions / roles

• Version history

Troubleshooting

Pages don't load

  • Refresh the page
  • If still stuck, do a hard reload (Ctrl/Cmd + Shift + R)

AI shows "Disabled"

AI may not be enabled in environment variables. Contact your admin or check deployment configuration.

Workspace looks empty

  • Create a new document inside the workspace
  • Check you're in the correct workspace

Something looks outdated after deploy

  • Hard refresh once (Ctrl/Cmd + Shift + R)
  • Restart dev server if local

Feature Requests

Feature request page coming next.

Start your first workspace in minutes

Get started with Helix and organize your team's knowledge today.

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