You can find information in Payhawk’s Help Center either by using the keyword search or by chatting with the AI assistant. Each option works differently, so depending on what you need, one may be more useful than the other.
Search: use keywords
Use case
Keyword search is best for direct lookups, definitions, or quick navigation when you already know the topic or term you’re interested in.
When you start typing in the search box, you’ll see article suggestions that match the keywords you enter. This is a traditional search that looks for those words in Payhawk’s Help Center content.
How the search works:
Articles containing the keywords appear in the search results.
Matching words or phrases are highlighted within those articles.
For example, if you enter “American Express”, the Help Center will display articles mentioning “American Express” with the term highlighted in the results.
Ask the AI: formulate a question
Use case
The chat option is best for quick, conversational answers, summaries, or step‑by‑step guidance when you want the AI to explain or clarify a topic for you.
When you type something in the Search bar and press Enter, the Help Center switches to AI chat mode. The AI reads your question and provides a natural‑language reply, often including a short summary, list of steps, or recommendation based on relevant articles.
The table below outlines best practices for getting the most out of the Help Center AI. You can also ask the AI to present information in a table - for example, to compare physical and virtual Payhawk cards.
Best practices | Prompt example |
|---|---|
Ask complete question | “How do I load funds to my account?” (instead of the “fund upload” keywords) |
Provide context | “Help me troubleshoot when an expense import from Xero fails.” |
Be detailed for specific results | “Give me a short formal explanation of how to create approval workflows for large company expenses.” |
Narrow the focus if the reply is too broad | The reply to the following prompt may be too broad for your needs: “Summarize the Payhawk-NetSuite integration steps”. If so, follow up with a second prompt similar to “List the main benefits from connecting Payhawk to NetSuite”. |
Ask for steps, summaries, or comparisons | “List the steps to add a new cardholder.” |
Use clear, standard terms | “What are the monthly card limit options for administrators?” |
Write naturally | “Where can I find the latest released features by Payhawk?” |
Continuous improvement
Payhawk’s Help Center is continually evolving. While there may occasionally be gaps or incomplete information, the team regularly reviews and updates all content to improve accuracy and ensure that information remains comprehensive and reliable.