@adminide-stack/yantra-help-browser 12.0.16-alpha.6 → 12.0.16

package/lib/templates/content/data-privacy/data-collection.md

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+# Data Collection
+
+A transparent overview of what data Yantra collects, why we collect it, and how you can control it.
+
+---
+
+## What We Collect
+
+### Data you provide directly
+
+| Data                | When                    | Purpose                                                         |
+| ------------------- | ----------------------- | --------------------------------------------------------------- |
+| Name and email      | Account registration    | Authentication and communication                                |
+| Profile information | Profile setup           | Personalization and team features                               |
+| Payment details     | Subscription purchase   | Billing (processed by Stripe — we never store raw card numbers) |
+| Search queries      | When you search         | Deliver results and maintain search history                     |
+| Conversations       | When you chat with AI   | Provide contextual, multi-turn conversations                    |
+| Feedback            | When you rate responses | Improve response quality                                        |
+
+### Data collected automatically
+
+| Data                    | Method                  | Purpose                                                               |
+| ----------------------- | ----------------------- | --------------------------------------------------------------------- |
+| Device type and browser | HTTP headers            | Optimize the experience for your device                               |
+| IP address              | Network connection      | Rate limiting, security, and approximate location for latency routing |
+| Usage patterns          | Application events      | Understand which features are used and improve the product            |
+| Error logs              | Error tracking (Sentry) | Diagnose and fix bugs                                                 |
+| Performance metrics     | Application monitoring  | Ensure fast, reliable service                                         |
+
+### Data we do NOT collect
+
+- Passwords in plaintext (we store only salted bcrypt hashes)
+- Biometric data
+- Contents of connected third-party tools beyond what you explicitly authorize
+- Data from your device outside the Yantra app
+
+---
+
+## How Data Is Used
+
+| Purpose                       | What data                            | Legal basis                   |
+| ----------------------------- | ------------------------------------ | ----------------------------- |
+| Provide the service           | Queries, conversations, account info | Contract performance          |
+| Improve the product           | Anonymized usage analytics           | Legitimate interest           |
+| Personalize experience        | Search history, preferences          | Consent                       |
+| Security and fraud prevention | IP address, login activity           | Legitimate interest           |
+| Billing                       | Payment details                      | Contract performance          |
+| Communication                 | Email address                        | Consent / legitimate interest |
+
+### AI model training
+
+**Your data is never used to train AI models.** Queries sent to model providers (OpenAI, Anthropic) are processed under data processing agreements that prohibit training on customer data.
+
+---
+
+## Data Minimization
+
+We follow the principle of **data minimization** — we collect only what's necessary:
+
+- Search queries are retained for your history feature, not indefinitely.
+- Conversation data is kept based on your [retention settings](/help-center/account-management/privacy-settings).
+- Error logs are anonymized and expire after 30 days.
+- Usage analytics are aggregated and stripped of personally identifiable information.
+
+---
+
+## Your Controls
+
+| Control                 | Where                               | Effect                                                      |
+| ----------------------- | ----------------------------------- | ----------------------------------------------------------- |
+| Disable search history  | Settings > Privacy                  | Queries are not stored after results are delivered          |
+| Disable usage analytics | Settings > Privacy                  | No usage events are sent                                    |
+| Disable personalization | Settings > Privacy                  | AI results are not tailored to your history                 |
+| Clear all data          | Settings > Privacy > Clear Data     | Deletes your search history, conversations, and cached data |
+| Export data             | Settings > Privacy > Export Data    | Download everything we have about you in JSON/CSV           |
+| Delete account          | Settings > Account > Delete Account | All data permanently removed within 30 days                 |
+
+For more details on your privacy rights, see [Privacy Requests](/help-center/data-subject-privacy/privacy-requests).

package/lib/templates/content/data-privacy/privacy-policy.md

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+# Privacy Policy Summary
+
+This is a human-readable summary of Yantra's Privacy Policy. For the full legal text, visit [yantra.ai/privacy](https://yantra.ai/privacy).
+
+---
+
+## The Short Version
+
+- **We collect only what's needed** to provide and improve the service.
+- **Your data is never sold** to advertisers, data brokers, or any third party.
+- **Your data is never used to train AI models.**
+- **You control your data** — export, delete, or restrict processing at any time.
+- **We use strong encryption** — AES-256 at rest, TLS 1.3 in transit.
+
+---
+
+## What We Collect
+
+| Category          | Examples                            | Retention                                      |
+| ----------------- | ----------------------------------- | ---------------------------------------------- |
+| Account data      | Name, email, profile photo          | Until account deletion                         |
+| Search data       | Queries, results, saved searches    | Per your retention settings (default: 90 days) |
+| Conversation data | AI chat history                     | Per your retention settings (default: 90 days) |
+| Usage data        | Feature usage, clicks, page views   | 90 days (anonymized)                           |
+| Payment data      | Card last 4 digits, billing address | Until account deletion                         |
+| Technical data    | IP address, browser, device type    | 30 days                                        |
+
+For the full list, see [Data Collection](/help-center/data-privacy/data-collection).
+
+---
+
+## How We Use Your Data
+
+1. **Provide the service** — Process your searches, generate AI responses, maintain your conversation history.
+2. **Improve the product** — Analyze anonymized usage patterns to make Yantra better.
+3. **Personalize your experience** — Tailor results and recommendations to your preferences (with your consent).
+4. **Security** — Detect and prevent unauthorized access, abuse, and fraud.
+5. **Communicate** — Send billing notifications, security alerts, and product updates you've opted into.
+
+---
+
+## Who Has Access
+
+| Party                 | What they access                     | Why                               |
+| --------------------- | ------------------------------------ | --------------------------------- |
+| Yantra engineers      | Anonymized data, error logs          | Service maintenance and bug fixes |
+| AI model providers    | Query content (no PII when possible) | To generate AI responses          |
+| Stripe                | Payment data                         | To process transactions           |
+| Cloud providers (AWS) | Encrypted storage                    | Infrastructure hosting            |
+
+All third parties are bound by data processing agreements (DPAs) that restrict how they can use your data.
+
+---
+
+## Your Rights
+
+Under GDPR, CCPA, and other applicable privacy laws, you have the right to:
+
+| Right           | How to exercise                                      |
+| --------------- | ---------------------------------------------------- |
+| **Access**      | Export your data from Settings > Privacy             |
+| **Correction**  | Edit your profile or contact support                 |
+| **Deletion**    | Delete specific data or your entire account          |
+| **Portability** | Export in machine-readable formats (JSON, CSV)       |
+| **Restriction** | Disable specific data processing in Privacy settings |
+| **Objection**   | Opt out of analytics and personalization             |
+
+For formal requests, see [Privacy Requests](/help-center/data-subject-privacy/privacy-requests).
+
+---
+
+## Cookies
+
+| Cookie type | Purpose                                      | Can you disable? |
+| ----------- | -------------------------------------------- | ---------------- |
+| Essential   | Authentication, security, core functionality | No (required)    |
+| Analytics   | Anonymous usage statistics (PostHog)         | Yes              |
+| Preferences | Remember your settings                       | Yes              |
+
+Manage cookies at **Settings > Privacy > Cookies** or via your browser settings.
+
+---
+
+## Changes to This Policy
+
+We notify you of material changes via:
+
+- Email to your registered address
+- In-app notification banner
+- Blog post with a detailed summary of changes
+
+You'll always have at least 30 days' notice before changes take effect.
+
+---
+
+## Contact
+
+**Data Protection Officer:** privacy@yantra.ai
+**General inquiries:** support@yantra.ai
+**Mailing address:** Available in the full privacy policy at [yantra.ai/privacy](https://yantra.ai/privacy)

package/lib/templates/content/data-subject-privacy/data-access.md

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+# Data Access Requests
+
+You have the right to access all personal data Yantra holds about you. Here's how to request it and what you'll receive.
+
+---
+
+## Self-Service Export (Recommended)
+
+The fastest way to access your data is through the in-app export tool:
+
+1. Go to **Settings > Privacy > Export Data**.
+2. Select the categories you want:
+
+| Category         | What's included                                               |
+| ---------------- | ------------------------------------------------------------- |
+| Account data     | Name, email, profile photo, settings                          |
+| Search history   | All queries with timestamps and results                       |
+| Conversations    | Full AI conversation threads                                  |
+| Saved items      | Collections, bookmarks, saved searches                        |
+| Integration data | Connected tool configurations (no third-party credentials)    |
+| Billing data     | Invoice history, plan changes, payment method (last 4 digits) |
+| Activity log     | Login history, feature usage, actions taken                   |
+
+3. Click **Request Export**.
+4. You'll receive an email with a download link within 24 hours.
+5. The export is a ZIP file containing JSON and CSV files.
+
+> **Security:** The download link expires after 7 days and requires re-authentication to access.
+
+---
+
+## Formal Data Access Request (DSAR)
+
+If you prefer a formal process or need data not available through self-service:
+
+### How to submit
+
+Email **privacy@yantra.ai** with:
+
+- Subject line: "Data Access Request"
+- Your registered email address
+- Description of the specific data you're requesting (if not "everything")
+- Your preferred delivery format (JSON, CSV, or PDF)
+
+### Verification
+
+To protect your privacy, we verify your identity before processing:
+
+- For requests from your registered email: minimal verification (confirmation reply).
+- For requests from a different email: we'll ask you to verify ownership of the account.
+
+### Timeline
+
+| Step                  | Duration                                      |
+| --------------------- | --------------------------------------------- |
+| Acknowledgment        | Within 2 business days                        |
+| Identity verification | 1–3 business days                             |
+| Data compilation      | 5–15 business days                            |
+| Delivery              | Within 30 days of request (legal requirement) |
+
+---
+
+## What You'll Receive
+
+Your data package includes:
+
+- **Human-readable summaries** (CSV/PDF) for quick review
+- **Machine-readable data** (JSON) for programmatic use or portability
+- **Metadata** — timestamps, data categories, retention periods
+- **Explanation document** — describes what each data field means
+
+---
+
+## Limitations
+
+Some data may be excluded or redacted:
+
+- **Third-party data** — Data held by integration partners (e.g., Slack messages, GitHub commits) is not included; request it from those providers directly.
+- **Anonymized data** — Data that has been irreversibly anonymized and can no longer be linked to you.
+- **Legal holds** — Data subject to legal proceedings may be flagged but not deleted per your request.
+
+---
+
+## After Receiving Your Data
+
+Once you have your data, you can:
+
+- **Review** for accuracy — if anything is wrong, request a [correction](/help-center/data-subject-privacy/privacy-requests).
+- **Port** to another service — use the JSON export with compatible tools.
+- **Delete** data you no longer want Yantra to hold — see [Privacy Requests](/help-center/data-subject-privacy/privacy-requests).

package/lib/templates/content/data-subject-privacy/data-portability.md

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+# Data Portability
+
+You have the right to receive your personal data in a structured, machine-readable format and transfer it to another service.
+
+---
+
+## Export Formats
+
+| Format       | Use case                                                 | Contents                                          |
+| ------------ | -------------------------------------------------------- | ------------------------------------------------- |
+| **JSON**     | Import into other AI/search tools, developer workflows   | Structured data with full metadata                |
+| **CSV**      | Open in Excel, Google Sheets, or database tools          | Tabular data (search history, citations, billing) |
+| **BibTeX**   | Academic bibliography managers (Zotero, Mendeley, LaTeX) | Citation data only                                |
+| **Markdown** | Documentation tools (Notion, Obsidian, GitHub)           | Conversations and research reports                |
+| **PDF**      | Offline reading, archival, printing                      | Formatted documents with styling                  |
+
+---
+
+## What's Portable
+
+| Data type              | JSON | CSV | Markdown | PDF |
+| ---------------------- | ---- | --- | -------- | --- |
+| Account profile        | Yes  | Yes | —        | Yes |
+| Search history         | Yes  | Yes | —        | Yes |
+| Conversations          | Yes  | —   | Yes      | Yes |
+| Saved collections      | Yes  | Yes | Yes      | Yes |
+| Source citations       | Yes  | Yes | BibTeX   | Yes |
+| AI employee memory     | Yes  | —   | —        | —   |
+| Preferences & settings | Yes  | —   | —        | —   |
+| Billing history        | Yes  | Yes | —        | Yes |
+
+---
+
+## How to Export
+
+### Quick export (specific items)
+
+1. Open any search result, conversation, or collection.
+2. Click **Export** or the **⋯** menu > **Export**.
+3. Choose your format and click **Download**.
+
+### Full data export
+
+1. Go to **Settings > Privacy > Export Data**.
+2. Select data categories to include.
+3. Choose format(s) — you can select multiple.
+4. Click **Request Export**.
+5. Download link delivered via email within 24 hours.
+
+### API export
+
+For programmatic access:
+
+```
+GET /v1/export?categories=searches,conversations&format=json&from=2024-01-01
+```
+
+See [API Overview](/help-center/scope-api/api-overview) for authentication details.
+
+---
+
+## Importing to Other Services
+
+### Common migration paths
+
+| From Yantra        | To              | How                                                |
+| ------------------ | --------------- | -------------------------------------------------- |
+| Search collections | Notion          | Export as Markdown, import via Notion's importer   |
+| Citations          | Zotero/Mendeley | Export as BibTeX, import into bibliography manager |
+| Conversations      | Obsidian        | Export as Markdown files, drop into Obsidian vault |
+| Research reports   | Google Docs     | Export as PDF or Markdown, upload to Drive         |
+
+### Data structure
+
+JSON exports follow a documented schema:
+
+```json
+{
+  "export_version": "1.0",
+  "exported_at": "2026-02-28T12:00:00Z",
+  "account": { "id": "...", "email": "...", "name": "..." },
+  "searches": [ { "query": "...", "timestamp": "...", "results": [...] } ],
+  "conversations": [ { "id": "...", "messages": [...] } ]
+}
+```
+
+Full schema documentation is available in the [API Reference](https://docs.yantra.ai/api/export-schema).
+
+---
+
+## Retention After Export
+
+Exporting your data does not delete it from Yantra. To remove data after exporting:
+
+- **Clear specific data** — Settings > Privacy > Clear Data
+- **Delete your account** — Settings > Account > Delete Account
+- **Submit a deletion request** — See [Privacy Requests](/help-center/data-subject-privacy/privacy-requests)

package/lib/templates/content/data-subject-privacy/privacy-requests.md

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+# Privacy Requests
+
+Exercise your data protection rights with formal privacy requests. This guide covers access, correction, deletion, and restriction requests.
+
+---
+
+## Types of Requests
+
+| Request type                           | What it does                                          | Legal basis        |
+| -------------------------------------- | ----------------------------------------------------- | ------------------ |
+| **Access (DSAR)**                      | Receive a copy of all personal data we hold about you | GDPR Art. 15, CCPA |
+| **Correction**                         | Fix inaccurate or incomplete personal data            | GDPR Art. 16       |
+| **Deletion ("Right to be Forgotten")** | Permanently delete your personal data                 | GDPR Art. 17, CCPA |
+| **Restriction**                        | Limit how your data is processed                      | GDPR Art. 18       |
+| **Portability**                        | Receive your data in a machine-readable format        | GDPR Art. 20       |
+| **Objection**                          | Object to specific processing activities              | GDPR Art. 21       |
+
+---
+
+## How to Submit a Request
+
+### Self-service (fastest)
+
+Most requests can be handled directly in the app:
+
+| Action                 | Where                                     |
+| ---------------------- | ----------------------------------------- |
+| Export your data       | Settings > Privacy > Export Data          |
+| Clear search history   | Settings > Privacy > Clear Search History |
+| Clear conversations    | Settings > Privacy > Clear Conversations  |
+| Delete your account    | Settings > Account > Delete Account       |
+| Adjust data processing | Settings > Privacy (toggle controls)      |
+
+### Formal request
+
+For requests that can't be handled via self-service, or if you prefer a formal process:
+
+1. Email **privacy@yantra.ai** with:
+    - Subject line: the type of request (e.g., "Deletion Request")
+    - Your registered email address
+    - Specific description of what you're requesting
+2. You'll receive an acknowledgment within **2 business days**.
+3. We may ask for identity verification to protect your privacy.
+4. The request will be fulfilled within **30 days** (as required by law).
+
+---
+
+## Processing Timeline
+
+| Step                         | Timeline                             |
+| ---------------------------- | ------------------------------------ |
+| Acknowledgment               | Within 2 business days               |
+| Identity verification        | 1–3 business days (if needed)        |
+| Request fulfillment          | Within 30 calendar days              |
+| Extension (complex requests) | Up to 60 additional days with notice |
+
+---
+
+## What Happens After Deletion
+
+When a deletion request is fulfilled:
+
+| Data type              | What happens                                             |
+| ---------------------- | -------------------------------------------------------- |
+| Account data           | Permanently removed                                      |
+| Search history         | Permanently removed                                      |
+| Conversations          | Permanently removed                                      |
+| Connected integrations | OAuth tokens revoked, configurations deleted             |
+| Billing records        | Retained for 7 years (legal/tax requirement), anonymized |
+| Anonymized data        | Not deleted (can no longer be linked to you)             |
+| Backup data            | Purged within 30 days of primary deletion                |
+
+---
+
+## Special Cases
+
+### Enterprise accounts
+
+If you're on an Enterprise plan, your organization's admin may have data retention policies that override individual deletion requests. Contact your organization's data protection officer for guidance.
+
+### Legal obligations
+
+We may retain certain data when legally required (e.g., financial records for tax compliance, data subject to legal holds). In such cases, we'll inform you of the specific data retained and the legal basis.
+
+### Third-party data
+
+Yantra can only delete data we hold directly. For data held by integration partners (Slack, GitHub, etc.), submit requests to those providers directly.
+
+---
+
+## Contact
+
+- **Data Protection Officer:** privacy@yantra.ai
+- **General support:** support@yantra.ai
+- **Supervisory authority:** If you're unsatisfied with our response, you have the right to lodge a complaint with your local data protection authority.

package/lib/templates/content/file-uploads/file-upload-overview.md

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+# File Uploads
+
+Upload documents to Yantra for AI-powered analysis, search, and Q&A. Yantra extracts text, understands the content, and lets you ask questions about your files.
+
+---
+
+## Supported File Types
+
+| Format         | Extension         | Max size | Notes                                            |
+| -------------- | ----------------- | -------- | ------------------------------------------------ |
+| PDF            | .pdf              | 50 MB    | Supports text PDF and OCR for scanned documents  |
+| Microsoft Word | .docx, .doc       | 25 MB    | Full formatting preserved                        |
+| PowerPoint     | .pptx, .ppt       | 50 MB    | Slide content extracted, including speaker notes |
+| Excel          | .xlsx, .csv       | 25 MB    | Tabular data extracted and indexed               |
+| Plain text     | .txt, .md         | 10 MB    | Direct text ingestion                            |
+| HTML           | .html, .htm       | 10 MB    | Text extracted, ads/nav stripped                 |
+| Images         | .jpg, .png, .webp | 20 MB    | OCR text extraction (Pro plans and above)        |
+
+---
+
+## How to Upload
+
+### Drag and drop
+
+1. Open a conversation or Space.
+2. Drag files from your desktop into the Yantra window.
+3. Files are uploaded and processed automatically.
+
+### Upload button
+
+1. Click the **paperclip icon** (📎) in the search bar or conversation input.
+2. Select files from your device.
+3. Click **Upload**.
+
+### API upload
+
+```
+POST /v1/content
+Content-Type: multipart/form-data
+
+file: <your-file>
+```
+
+---
+
+## What Happens After Upload
+
+1. **Text extraction** — Content is extracted from the file (including OCR for images/scans).
+2. **Analysis** — The content is processed through Yantra's analysis pipeline (entity recognition, topic modeling, embedding generation).
+3. **Indexing** — The file becomes searchable within your account.
+4. **Ready** — You can now ask questions about the file in any conversation.
+
+Processing time depends on file size:
+
+| File size | Processing time |
+| --------- | --------------- |
+| < 1 MB    | A few seconds   |
+| 1–10 MB   | 10–30 seconds   |
+| 10–50 MB  | 1–3 minutes     |
+
+---
+
+## Asking Questions About Files
+
+Once a file is uploaded, reference it in your conversations:
+
+> "Summarize the key findings from the Q3 report I uploaded"
+
+> "What does the contract say about the termination clause?"
+
+> "Compare the data in my spreadsheet with industry benchmarks"
+
+Yantra understands the full content of your files and can search, summarize, extract, and analyze them.
+
+---
+
+## Managing Files
+
+| Action            | How                                                               |
+| ----------------- | ----------------------------------------------------------------- |
+| View all uploads  | Library > Files                                                   |
+| Delete a file     | Click **⋯** > **Delete** on the file                              |
+| Re-process a file | Click **⋯** > **Re-index** (useful after processing improvements) |
+| Add to Space      | Click **⋯** > **Add to Space**                                    |
+
+---
+
+## Privacy and Security
+
+- Files are encrypted at rest (AES-256) and in transit (TLS 1.3).
+- Files are only accessible to you (and your team, if uploaded to a Shared Space).
+- Files are not used to train AI models.
+- You can delete any file at any time — it's removed from our systems within 24 hours.

package/lib/templates/content/getting-started/getting-started-guide.md

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+# Getting Started with Yantra
+
+Welcome to Yantra — your AI-powered search and research assistant. This guide gets you up and running in under 5 minutes.
+
+---
+
+## Step 1 — Create Your Account
+
+1. Visit [yantra.ai](https://yantra.ai) and click **Get Started**.
+2. Sign up with email, Google, or GitHub.
+3. Verify your email and complete your profile.
+
+For detailed setup instructions, see [Account Setup](/help-center/account-management/account-setup).
+
+---
+
+## Step 2 — Try Your First Search
+
+Type a question in the search bar — just like you'd ask a colleague:
+
+> "What are the best practices for securing a REST API?"
+
+Yantra will:
+
+- Search across multiple sources in real-time
+- Synthesize an AI-generated answer
+- Cite every claim with clickable source links
+- Suggest follow-up questions to explore further
+
+### Search modes at a glance
+
+| Mode              | Best for                                  | Speed          |
+| ----------------- | ----------------------------------------- | -------------- |
+| **Regular**       | Quick lookups, simple questions           | 1–3 seconds    |
+| **Pro Search**    | In-depth analysis, comparisons            | 5–10 seconds   |
+| **Deep Research** | Comprehensive reports, literature reviews | 30–120 seconds |
+
+---
+
+## Step 3 — Save and Organize
+
+### Bookmark results
+
+Click the **bookmark icon** on any result to save it. Organize saved items into Collections in your Library.
+
+### Create a Space
+
+Spaces are project folders for your research. Click **+ New Space** in the sidebar to create one.
+
+---
+
+## Step 4 — Connect Your Tools (Optional)
+
+If you're using Yantra with AI Employees, connect your work tools for proactive monitoring:
+
+1. Go to **Settings > Integrations**.
+2. Connect tools like Slack, GitHub, HubSpot, or Sentry.
+3. Your AI employee starts monitoring and providing insights immediately.
+
+---
+
+## Step 5 — Explore Key Features
+
+| Feature                 | What it does                                 | Where to learn more                                                          |
+| ----------------------- | -------------------------------------------- | ---------------------------------------------------------------------------- |
+| **Follow-up questions** | Refine your search with natural conversation | [Conversation Features](/help-center/product-features/conversation-features) |
+| **Source citations**    | Verify every claim with original sources     | [Source Citations](/help-center/product-features/source-citations)           |
+| **Export**              | Download results as PDF, Markdown, or CSV    | [Export Features](/help-center/product-features/export-features)             |
+| **AI Employees**        | Autonomous agents that monitor your tools    | [AI Employees](/help-center/ai-employees/ai-employees-overview)              |
+| **Spaces**              | Organize research into project folders       | [Spaces & Library](/help-center/spaces-library/spaces-overview)              |
+
+---
+
+## Tips for Best Results
+
+1. **Be specific** — "How does React 19 handle concurrent rendering?" outperforms "React 19".
+2. **Use Pro Search for depth** — Toggle Pro Search for multi-step or comparison questions.
+3. **Follow up naturally** — Yantra remembers context, so ask follow-ups like you would in a conversation.
+4. **Save as you go** — Bookmark important results and organize them into Spaces.
+5. **Check the sources** — Click citation links to verify information from original sources.
+
+---
+
+## Need Help?
+
+- **Help Center** — You're here! Browse articles by category in the sidebar.
+- **In-app chat** — Click the chat widget in the bottom-right corner.
+- **Email** — support@yantra.ai (response within 2 hours).