# Smaply Helpdesk ## Smaply Helpdesk - [Smaply Helpdesk](https://helpdesk.smaply.app/readme.md): Help guides for Smaply, covering journey maps, personas, portfolio, research, integrations, and account management. - [What's new](https://helpdesk.smaply.app/release-notes.md): New features and improvements in Smaply, newest first. - [Getting started with Smaply](https://helpdesk.smaply.app/getting-started-with-smaply.md): Get oriented in your workspace, start your first journey map, and bring your team into the same space. - [First steps for admins](https://helpdesk.smaply.app/first-steps-for-admins.md): Get your Smaply Account set up so your team can start mapping in a workspace that looks and works the way you need. - [Glossary](https://helpdesk.smaply.app/glossary.md): Plain-language definitions of the Smaply terms people most often mix up. - [Block showcase](https://helpdesk.smaply.app/block-showcase.md): A deliberate test of GitBook's custom block types and internal formatting to confirm each renders correctly after sync - [Journey maps overview](https://helpdesk.smaply.app/journey-maps/journey-maps.md): Creating, structuring, and evolving journey maps in Smaply - [How to create a journey map](https://helpdesk.smaply.app/journey-maps/how-to-create-a-journey-map.md): Start a new journey map and build it your way, with Smaply AI, from scratch, or from a template. - [Cards](https://helpdesk.smaply.app/journey-maps/cards.md): All card types and how to use them in journey maps - [How to add and edit cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-add-and-edit-cards.md): Add cards to a journey map, edit their content, and use the card details panel to manage tags, personas, and comments. - [How to use stage cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-stage-cards.md): Label and organise the high-level phases of a customer experience, with each phase spanning the steps it covers. - [How to use text cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-text-cards.md): Write narrative notes, descriptions, and explanations on a card, then format the text with bold, colour, alignment, lists, and your choice of font. - [How to use image cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-image-cards.md): Add an image to a journey map, set how it sits in its card, and swap it out whenever you need a different visual. - [How to use slider cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-slider-cards.md): Score a step on a journey map with a slider that sits between two labels you set, for sentiment, satisfaction, or any rating. - [How to use icon cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-icon-cards.md): Show channels, a checklist, or a set of statuses on a card by picking an icon template and customising its icons. - [How to use embed cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-embed-cards.md): Embed live content from Figma, Google Docs, Sheets, Slides, Miro, YouTube, and other sources onto a journey map by pasting a share link. - [How to use metric cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-metric-cards.md): Show a live metric, like monthly signups or conversion rate, on a journey map, and set how it displays on each card. - [How to use planning cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-planning-cards.md): Pull a live work item from a connected planning tool onto a journey map, so the step shows its real status and updates as the work moves. - [How to use portfolio item cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-portfolio-item-cards.md): Show an opportunity, pain point, solution, or other portfolio item on a journey map, with its scores, priority, status, and assignee in view. - [How to use linked journey map cards](https://helpdesk.smaply.app/journey-maps/cards/how-to-use-linked-journey-map-cards.md): Link another journey map onto a card so you can see its summary and jump to it without leaving the map you're on. - [How to comment on a card](https://helpdesk.smaply.app/journey-maps/cards/how-to-comment-on-a-card.md): Discuss any card in context by posting comments from its details panel and @mentioning the teammates you want to pull in. - [Lanes and columns](https://helpdesk.smaply.app/journey-maps/lanes.md): Lanes (horizontal rows) and columns (vertical structure) form the grid that cards snap to in a journey map - [How to add and manage lanes](https://helpdesk.smaply.app/journey-maps/lanes/how-to-add-and-manage-lanes.md): Add the horizontal rows that structure a journey map, then rename, recolour, reorder, pin, duplicate, and delete them. - [How to add and manage columns](https://helpdesk.smaply.app/journey-maps/lanes/how-to-add-and-manage-columns.md): Add, move, and remove the columns of a journey map so its steps line up with the way your experience actually unfolds. - [How to use emotion chart lanes](https://helpdesk.smaply.app/journey-maps/lanes/how-to-use-emotion-chart-lanes.md): Plot how a persona feels at each step of a journey, set the sentiment scale, and chart one line per persona or custom group. - [How to use grid lanes](https://helpdesk.smaply.app/journey-maps/lanes/how-to-use-grid-lanes.md): Subdivide a lane into named rows that cross your journey's columns, for tables, channels, or matrix-style content. - [How to use divider lanes](https://helpdesk.smaply.app/journey-maps/lanes/how-to-use-divider-lanes.md): Split a journey map into clear sections with a full-width labelled line, useful for service-blueprint lines like Line of Visibility. - [How to copy lanes across journey maps](https://helpdesk.smaply.app/journey-maps/lanes/how-to-copy-lanes-across-journey-maps.md): Copy a whole lane, cards and all, and paste it into any other journey map, even one in another workspace or account. - [Filters and views](https://helpdesk.smaply.app/journey-maps/filtering-and-views.md): Filter journey map content and save views for quick reuse - [How to filter a journey map](https://helpdesk.smaply.app/journey-maps/filtering-and-views/how-to-filter-a-journey-map.md): Narrow a journey map to the cards that matter by filtering on lanes, personas, tags, or portfolio items. - [How to save and apply a view](https://helpdesk.smaply.app/journey-maps/filtering-and-views/how-to-save-and-apply-a-view.md): Save a filter you use often as a named view, then reopen it on the journey map in one click. - [How to filter and save list views](https://helpdesk.smaply.app/journey-maps/filtering-and-views/how-to-filter-and-save-list-views.md): Filter a workspace list down to the items you care about, then save that filter as a named view you can favorite to your dashboard. - [How to bulk edit cards](https://helpdesk.smaply.app/journey-maps/how-to-bulk-edit-cards.md): Select several cards in a journey map at once and tag, recolour, style, assign personas, or delete them in a single action. - [How to bulk-edit journey maps in the list](https://helpdesk.smaply.app/journey-maps/how-to-bulk-edit-journey-maps-in-the-list.md): Select several journey maps from the dashboard list at once and tag, archive, or update them all in a single action. - [How to use enhanced paste](https://helpdesk.smaply.app/journey-maps/how-to-use-enhanced-paste.md): Paste tables, text, or images from Excel, Google Drive, Miro, or Mural straight into a journey map, where they land as cards across a lane. - [How to use version history](https://helpdesk.smaply.app/journey-maps/how-to-use-version-history.md): Open a journey map's earlier versions, preview any of them, and roll back to one without losing your current work. - [How to archive a journey map](https://helpdesk.smaply.app/journey-maps/how-to-archive-a-journey-map.md): Move a journey map out of your active list while keeping it recoverable, with the option to restore it from the workspace Archive section. - [Journey map keyboard shortcuts](https://helpdesk.smaply.app/journey-maps/journey-map-keyboard-shortcuts.md): Every keyboard shortcut for the journey map editor, with Mac and Windows keys side by side. - [Hierarchy maps overview](https://helpdesk.smaply.app/hierarchy-maps/hierarchy-maps.md): Build hierarchies of journey maps using linked journey map cards - [How to choose between a journey map and a hierarchy map](https://helpdesk.smaply.app/hierarchy-maps/how-to-choose-between-a-journey-map-and-a-hierarchy-map.md): Decide whether to keep a set of linked journey maps in a dedicated hierarchy space, or link them from a regular journey map instead. - [How to create a hierarchy map](https://helpdesk.smaply.app/hierarchy-maps/how-to-create-a-hierarchy-map.md): Gather your related journey maps into one space and link them so you can move between a high-level overview and the journeys it connects to. - [Personas overview](https://helpdesk.smaply.app/personas/personas.md): Create and use customer personas to ground journey maps in real user archetypes - [How to create a persona](https://helpdesk.smaply.app/personas/how-to-create-a-persona.md): Build a customer persona from a template, set its layout, and start filling in their story. - [How to edit a persona](https://helpdesk.smaply.app/personas/how-to-edit-a-persona.md): Change card content, add or remove cards, switch the layout, and set the icon, color, and details on an existing persona. - [How to assign a persona to a card](https://helpdesk.smaply.app/personas/how-to-assign-a-persona-to-a-card.md): Tag journey map cards with the personas they apply to, so the map shows whose experience each step belongs to. - [How to filter a journey map by persona](https://helpdesk.smaply.app/personas/how-to-filter-a-journey-map-by-persona.md): Narrow a journey map to one or more personas so the map shows only the cards relevant to them. - [How to manage personas](https://helpdesk.smaply.app/personas/how-to-manage-personas.md): Sort, duplicate, share, archive, and delete personas from the workspace Personas list, one at a time or in bulk. - [Portfolio overview](https://helpdesk.smaply.app/portfolio/portfolio.md): Track and prioritize pain points, opportunities, solutions, and custom-typed items across your workspace - [How to create a portfolio item](https://helpdesk.smaply.app/portfolio/how-to-create-a-portfolio-item.md): Create pain points, opportunities, solutions, or custom-typed items in your portfolio and reuse them across journey maps. - [How to use the portfolio summary](https://helpdesk.smaply.app/portfolio/how-to-use-the-portfolio-summary.md): See every portfolio item's volume, status, priority, and ownership at a glance, then jump straight into prioritization. - [Portfolio prioritization](https://helpdesk.smaply.app/portfolio/prioritization.md): Chart, table, and kanban views of your portfolio for prioritization work. Toggle between them and filter to focus on the items that matter. - [How to use the portfolio chart](https://helpdesk.smaply.app/portfolio/prioritization/how-to-use-the-portfolio-chart.md): See your whole portfolio prioritized at a glance, with the highest-impact, most-feasible items grouped together. - [How to use the portfolio table](https://helpdesk.smaply.app/portfolio/prioritization/how-to-use-the-portfolio-table.md): Review every portfolio item in your workspace side by side, then filter and sort to the slice you care about. - [How to use the portfolio kanban](https://helpdesk.smaply.app/portfolio/prioritization/how-to-use-the-portfolio-kanban.md): Lay your portfolio out in columns by status, priority, assignee, or tag category, and drag items between them to move them along. - [How to create custom portfolio item types](https://helpdesk.smaply.app/portfolio/how-to-create-custom-portfolio-item-types.md): Define your own portfolio item types, with their own scoring and statuses, so the portfolio fits how your team works. - [How to link portfolio items](https://helpdesk.smaply.app/portfolio/how-to-link-portfolio-items.md): Connect related portfolio items, like a pain point to the solution that addresses it, so your team can see how challenges and responses fit together. - [How to add evidence to a portfolio item](https://helpdesk.smaply.app/portfolio/how-to-add-evidence.md): Back a portfolio item with evidence by adding quotes, feedback, and source links by hand, or by promoting findings from research. - [How to export portfolio to CSV](https://helpdesk.smaply.app/portfolio/how-to-export-portfolio-to-csv.md): Export the portfolio table, or a filtered subset, as a CSV file for offline analysis or sharing outside Smaply. - [Research Hub overview](https://helpdesk.smaply.app/research-hub/research-hub.md): Run AI-assisted investigations on research files, review insights and quotes, and promote findings to portfolio - [How to create an investigation](https://helpdesk.smaply.app/research-hub/how-to-create-an-investigation.md): Upload your research transcripts and let AI extract quotes, sentiment, and insights you can act on. - [How to review insights and quotes](https://helpdesk.smaply.app/research-hub/how-to-review-insights-and-quotes.md): Review, refine, and edit the quotes and insights Smaply's AI pulled from your research transcripts, all in the investigation session view. - [How to add findings to portfolio](https://helpdesk.smaply.app/research-hub/how-to-add-findings-to-portfolio.md): Promote insights and quotes from a research investigation into portfolio items, with every quote traceable back to its source. - [Metrics overview](https://helpdesk.smaply.app/metrics/metrics.md): Quantitative data on journey maps from integrations or manual CSV upload - [How to create and configure a metric](https://helpdesk.smaply.app/metrics/how-to-create-and-configure-a-metric.md): Build a metric from manual data or a connected tool, preview it, and set how it appears on journey map cards. - [How to choose a metric type](https://helpdesk.smaply.app/metrics/how-to-choose-a-metric-type.md): Pick Series, Number, or Comparison so your data lands on the card in the shape that tells your story. - [How to use manual metrics with CSV](https://helpdesk.smaply.app/metrics/how-to-use-manual-metrics-with-csv.md): Build a metric from your own data when it isn't in a connected tool, by CSV upload, paste, or hand-typed values. - [Sharing and exporting overview](https://helpdesk.smaply.app/sharing-and-exporting/sharing-and-exporting.md): Share journey maps via link, share specific saved views, and export to PDF. - [How to share a journey map via HTML link](https://helpdesk.smaply.app/sharing-and-exporting/how-to-share-a-journey-map-via-html-link.md): Create a read-only public link to a journey map and control who can open it and what they see. - [How to share a saved view](https://helpdesk.smaply.app/sharing-and-exporting/how-to-share-a-saved-view.md): Share one filtered perspective of a journey map as a view-only link, without giving people access to the full map. - [How to export a journey map as PDF](https://helpdesk.smaply.app/sharing-and-exporting/how-to-export-a-journey-map-as-pdf.md): Export a journey map to PDF, choosing which extras to include and letting the layout fit to one page automatically. - [How to share or export a persona](https://helpdesk.smaply.app/sharing-and-exporting/how-to-share-or-export-a-persona.md): Create a read-only public link to a persona or export it as a PDF to share outside Smaply. - [Integrations overview](https://helpdesk.smaply.app/integrations/integrations.md): Connect Smaply to external metrics, planning tools, and embed sources - [Set up your first integration](https://helpdesk.smaply.app/integrations/set-up-your-first-integration.md): Connect Jira, Google Sheets, Qualtrics, Power BI, or any supported tool so your journey maps show live data from the systems your team already uses. - [Metrics tools](https://helpdesk.smaply.app/integrations/metrics-tools.md): Connect external metrics data sources to Smaply - [Google Analytics](https://helpdesk.smaply.app/integrations/metrics-tools/google-analytics.md): Pull web analytics from Google Analytics into Smaply journey maps - [How to set up the Google Analytics integration](https://helpdesk.smaply.app/integrations/metrics-tools/google-analytics/how-to-set-up-the-google-analytics-integration.md): Connect Google Analytics so your web traffic data flows into journey map metric cards. - [How to use Google Analytics in a metric](https://helpdesk.smaply.app/integrations/metrics-tools/google-analytics/how-to-use-google-analytics-in-a-metric.md): Add Google Analytics data to journey-map metric cards, including properties, dimensions, and metrics field mapping. - [Power BI](https://helpdesk.smaply.app/integrations/metrics-tools/power-bi.md): Pull metrics from your Power BI workspaces into Smaply journey maps - [How to set up the Power BI integration](https://helpdesk.smaply.app/integrations/metrics-tools/power-bi/how-to-set-up-the-power-bi-integration.md): Connect Power BI to bring report and dataset values into journey map metric cards. - [How to use Power BI in a metric](https://helpdesk.smaply.app/integrations/metrics-tools/power-bi/how-to-use-power-bi-in-a-metric.md): Add Power BI data to journey-map metric cards by picking a workspace, dataset, table, and columns to plot. - [Excel 365](https://helpdesk.smaply.app/integrations/metrics-tools/excel-365.md): Pull data from Excel 365 workbooks into Smaply journey maps - [How to set up the Excel 365 integration](https://helpdesk.smaply.app/integrations/metrics-tools/excel-365/how-to-set-up-the-excel-365-integration.md): Connect Excel 365 so values from your workbooks flow into journey map metric cards. - [How to use Excel 365 in a metric](https://helpdesk.smaply.app/integrations/metrics-tools/excel-365/how-to-use-excel-365-in-a-metric.md): Add Excel 365 spreadsheet data to journey-map metric cards by picking a workbook, sheet, and the columns to plot. - [Google Sheets](https://helpdesk.smaply.app/integrations/metrics-tools/google-sheets.md): Pull data from Google Sheets spreadsheets into Smaply journey maps - [How to set up the Google Sheets integration](https://helpdesk.smaply.app/integrations/metrics-tools/google-sheets/how-to-set-up-the-google-sheets-integration.md): Connect Google Sheets so spreadsheet data flows into journey map metric cards. - [How to use Google Sheets in a metric](https://helpdesk.smaply.app/integrations/metrics-tools/google-sheets/how-to-use-google-sheets-in-a-metric.md): Add Google Sheets data to journey-map metric cards by picking a spreadsheet, sheet, and the columns to plot. - [Qualtrics](https://helpdesk.smaply.app/integrations/metrics-tools/qualtrics.md): Pull survey and experience data from Qualtrics into Smaply journey maps - [How to set up the Qualtrics integration](https://helpdesk.smaply.app/integrations/metrics-tools/qualtrics/how-to-set-up-the-qualtrics-integration.md): Connect Qualtrics so survey response data flows into your journey-map metric cards. - [How to use Qualtrics in a metric](https://helpdesk.smaply.app/integrations/metrics-tools/qualtrics/how-to-use-qualtrics-in-a-metric.md): Add Qualtrics survey responses to journey-map metric cards by picking a survey, question, breakdown, and calculation. - [Planning tools](https://helpdesk.smaply.app/integrations/planning-tools.md): Connect external planning tools to link work items in journey maps - [How to set up the Jira integration](https://helpdesk.smaply.app/integrations/planning-tools/how-to-set-up-the-jira-integration.md): Connect Jira so your team can link issues to the journey-map steps they affect. - [How to set up the Asana integration](https://helpdesk.smaply.app/integrations/planning-tools/how-to-set-up-the-asana-integration.md): Connect Asana so your team can link tasks to the journey-map steps they affect. - [How to set up the Azure DevOps integration](https://helpdesk.smaply.app/integrations/planning-tools/how-to-set-up-the-azure-devops-integration.md): Connect Azure DevOps so your team can link work items to the journey-map steps they affect. - [How to set up the Linear integration](https://helpdesk.smaply.app/integrations/planning-tools/how-to-set-up-the-linear-integration.md): Connect Linear so your team can link issues to the journey-map steps they affect. - [How to set up the Monday.com integration](https://helpdesk.smaply.app/integrations/planning-tools/how-to-set-up-the-monday.com-integration.md): Connect Monday.com so your team can link items to the journey-map steps they affect. - [How to set up the Trello integration](https://helpdesk.smaply.app/integrations/planning-tools/how-to-set-up-the-trello-integration.md): Connect Trello so your team can link cards to the journey-map steps they affect. - [How to use embed integrations](https://helpdesk.smaply.app/integrations/how-to-use-embed-integrations.md): Embed external content from supported sources (Figma, Google Docs/Sheets/Slides, Miro, YouTube, and others) into journey maps. Covers what's supported and how to embed correctly from each source. - [How to manage integrations](https://helpdesk.smaply.app/integrations/how-to-manage-integrations-at-account-level.md): Manage every connected metrics and planning tool from one place, including how to disconnect a tool and switch its authentication method. - [Account and team overview](https://helpdesk.smaply.app/account-and-team/account-and-team.md): Users, roles, workspaces, customization, tags, AI features, and billing - [Users and roles](https://helpdesk.smaply.app/account-and-team/users-and-roles.md): Invite, change, and remove users; role and access reference - [How to create an account](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-create-an-account.md): Sign up for your own free Smaply account, or add another account to your existing login. - [How to join by invitation](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-join-by-invitation.md): Accept an invitation to a shared Smaply account, workspace, or journey map from the email or from your notifications. - [How to switch between accounts](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-switch-between-accounts.md): Move between the Smaply Accounts your login belongs to without signing out and back in. - [Access levels and permissions](https://helpdesk.smaply.app/account-and-team/users-and-roles/access-levels-and-permissions.md): Understand what Admin, Editor, and Viewer can do, and how account, workspace, and map access decide who sees what. - [How to invite users](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-invite-users.md): Add people to Smaply at the account, workspace, or journey map level and pick the role that fits. - [How to change a user's role](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-change-a-users-role.md): Switch an existing user between Admin, Editor, and Viewer at the account or workspace level. - [How to remove a user](https://helpdesk.smaply.app/account-and-team/users-and-roles/how-to-remove-a-user.md): Revoke a person's access to your account or a workspace, and see what stays behind when they go. - [Workspaces](https://helpdesk.smaply.app/account-and-team/workspaces.md): Create and manage workspaces, copy content between them - [How to create a workspace](https://helpdesk.smaply.app/account-and-team/workspaces/how-to-create-a-workspace.md): Add a new workspace to your account so a team, project, or initiative gets its own space for journey maps, personas, and more. - [How to manage workspaces](https://helpdesk.smaply.app/account-and-team/workspaces/how-to-manage-workspaces.md): Rename a workspace to match what your team works on, or delete one you no longer need. - [How to copy assets across workspaces](https://helpdesk.smaply.app/account-and-team/workspaces/how-to-copy-assets-across-workspaces.md): Copy a journey map or template into another workspace, even one in a different account you belong to, and share personas through the Account Library. - [Customization](https://helpdesk.smaply.app/account-and-team/customization.md): Templates, icon templates, and custom branding - [How to create and use templates](https://helpdesk.smaply.app/account-and-team/customization/how-to-create-and-use-templates.md): Turn a journey map you've built into a reusable starting point, then spin up new maps from it whenever you need the same structure. - [How to use icon templates](https://helpdesk.smaply.app/account-and-team/customization/how-to-use-icon-templates.md): Build reusable icon sets your team can drop onto any journey map, with consistent direction, size, and styling. - [How to set up custom branding](https://helpdesk.smaply.app/account-and-team/customization/how-to-set-up-custom-branding.md): Add your company logo, account icon, and brand colors so your journey maps look like yours wherever you share or export them. - [Tags](https://helpdesk.smaply.app/account-and-team/tags.md): Account-level tags for organizing and filtering journey maps, cards, portfolio items, personas, and metrics. - [How to create and edit tags](https://helpdesk.smaply.app/account-and-team/tags/how-to-create-and-edit-tags.md): Build the account-wide tag categories and tags your team uses to organize and filter work across every workspace. - [How to use tags](https://helpdesk.smaply.app/account-and-team/tags/how-to-use-tags.md): Apply tags to journey maps, cards, personas, portfolio items, and metrics, then filter each list and map by tag. - [Billing and plans](https://helpdesk.smaply.app/account-and-team/billing-and-plans.md): Seat usage, upgrade or downgrade, cancel subscriptions, and see what each plan includes - [How to check seat usage](https://helpdesk.smaply.app/account-and-team/billing-and-plans/how-to-check-seat-usage.md): See how many seats your account is using, who's holding them, and how seats are counted across access levels. - [How to upgrade or downgrade](https://helpdesk.smaply.app/account-and-team/billing-and-plans/how-to-upgrade-or-downgrade.md): Upgrade from the free plan to a paid plan, change tiers, or downgrade, and see what happens to your seats and content. - [How to cancel subscription](https://helpdesk.smaply.app/account-and-team/billing-and-plans/how-to-cancel-subscription.md): Cancel your paid subscription, return to the free plan at the end of the billing cycle, and see what access you keep. - [How to delete your account](https://helpdesk.smaply.app/account-and-team/billing-and-plans/how-to-delete-your-account.md): Permanently delete your Smaply account. This cannot be undone and deleted data cannot be restored. - [What is included in each plan](https://helpdesk.smaply.app/account-and-team/billing-and-plans/what-is-included-in-each-plan.md): Compare the Free, Repository, Framework, and Governance plans side by side and see what each tier unlocks. - [How to use the Account Library](https://helpdesk.smaply.app/account-and-team/how-to-use-the-account-library.md): Share one journey map, persona, or template across every workspace in your account and keep it in sync from a single source. - [How to configure AI features](https://helpdesk.smaply.app/account-and-team/how-to-configure-ai-features.md): Control which Smaply AI features your whole account can use, from a single account-level switch to per-feature toggles. - [About notifications](https://helpdesk.smaply.app/account-and-team/about-notifications.md): See what Smaply notifies you about, where those notifications appear, and what you can and can't change. - [Migration overview](https://helpdesk.smaply.app/migration/migration.md): Bring an existing journey map into Smaply by importing a screenshot that AI rebuilds into an editable map - [How to import from Miro](https://helpdesk.smaply.app/migration/how-to-import-from-miro.md): Bring a Miro board into Smaply as a journey map by exporting it as an image. - [How to import from Figma](https://helpdesk.smaply.app/migration/how-to-import-from-figma.md): Export a Figma frame as an image, then rebuild it as a journey map in Smaply with AI. - [How to import from PowerPoint](https://helpdesk.smaply.app/migration/how-to-import-from-powerpoint.md): Turn a PowerPoint journey map into a Smaply journey map by exporting the slide as an image and importing it. - [How to import from image](https://helpdesk.smaply.app/migration/how-to-import-from-image.md): Turn a screenshot of a journey map from any tool into an editable Smaply journey map that AI rebuilds for you. - [How to import from CSV](https://helpdesk.smaply.app/migration/how-to-import-from-csv.md): A CSV or Excel import is not available yet; bring spreadsheet content in by pasting it into a journey map lane. - [Contact support](https://helpdesk.smaply.app/get-help/contact-support.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://helpdesk.smaply.app/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.