Get Help Using Sherpa – Your Kylas Virtual Assistant

Get Help Using Sherpa – Your Kylas Virtual Assistant

Sherpa is Kylas' built-in virtual assistant designed to guide you through CRM usage, answer queries, and help you navigate features with ease. Whether you're new to Kylas or looking for quick assistance, Sherpa is your go-to companion—right inside the app.


How to Access Sherpa

When you log in to app.kylas.io, you’ll find the Sherpa Bot icon on the bottom-right corner of your screen:



How to Use Sherpa

  1. Click on the Sherpa icon.
  2. Type your query related to any Kylas feature—for example:
    • “How to create a new pipeline?”
    • “Steps to set up email integration”
  3. Sherpa will respond with:
    • Step-by-step guidance
    • Navigation assistance
    • Relevant help articles from Kylas Knowledge Base


Search Options in Sherpa

Sherpa offers two search types for tailored results:

  • Knowledge Search – Best for quick answers and step-wise instructions.
  • Deep Search – Provides in-depth support across articles and guides.

Choose the one that suits your need!


Multilingual Support

Sherpa understands various Indian and international languages, allowing you to ask questions in your preferred language and receive responses accordingly.

With Sherpa by your side, learning and navigating Kylas becomes quick, easy, and intuitive. Try it the next time you’re stuck or curious about any feature!


Use Cases:

Idea

Use Case

Description

1. New User Onboarding

Sherpa assists new users by providing step-by-step guidance on how to get started with key CRM features.

2. Instant Help Desk

Users can get answers to FAQs like “How to create a deal?” or “How to import leads?” directly within the app.

3. Multilingual Support

Users across regions can ask queries in their local language, ensuring inclusivity and improved understanding.

4. Navigation Assistance

Sherpa helps locate specific settings or modules (e.g., “Go to Pipeline Settings”), reducing time spent searching.

5. Feature Discovery

Users can ask Sherpa about available features, helping them discover lesser-known but useful CRM capabilities.

6. Task Execution Help

Whenever users forget steps (like setting automation rules), Sherpa provides real-time reminders and walkthroughs.

7. Continuous Learning Tool

Even experienced users can use Sherpa to stay updated on new features, updates, and best practices.



Benefits of Sherpa in Kylas CRM

Info

  • Real-Time Support: No need to raise support tickets—get immediate answers within the platform.

  • Multilingual Capability: Users can interact with Sherpa in multiple Indian and international languages, enhancing accessibility.

  • AI-Powered Guidance: Sherpa understands natural language queries, making it easy to communicate without technical jargon.

  • Integrated Knowledge Base: It fetches relevant articles from Kylas documentation, saving you the effort of external searches.

  • Interactive Experience: Offers both quick and deep search to match the complexity of your queries.

  • Reduces Learning Curve: Especially helpful for new users or those transitioning from other CRMs.

  • Improves Productivity: Less time figuring things out = more time closing deals and serving customers.


Conclusion

Sherpa is more than just a chatbot—it's your intelligent, always-available assistant within Kylas CRM. Whether you’re setting up your CRM for the first time, stuck while configuring a workflow, or just curious about a feature, Sherpa offers instant, multilingual, and relevant support. It eliminates the need to leave the app or wait for help, making CRM usage simpler, faster, and smarter for users of all levels. Try Sherpa today and experience the future of in-app assistance!


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