{
  "version": "1.0",
  "generated": "2026-11-10T00:00:00.000Z",
  "items": [
    {
      "slug": "add-products-to-a-customers-list",
      "title": "Add products to a customer's list",
      "summary": "Find a customer's list in Projects & Lists and add products to it by SKU, by name or from the catalog, so you can build a selection with them on the showroom floor.",
      "section": "engage",
      "topic": "accounts-projects",
      "topicLabel": "Accounts & Projects",
      "url": "https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-8996",
        "NPW-6446",
        "NPW-7238"
      ],
      "corePath": "/marketing/wishlists",
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "find-a-list-faster",
          "text": "Find a list faster",
          "depth": 3
        },
        {
          "id": "other-ways-to-open-a-list",
          "text": "Other ways to open a list",
          "depth": 3
        },
        {
          "id": "start-from-the-catalog",
          "text": "Start from the catalog",
          "depth": 3
        },
        {
          "id": "quick-add",
          "text": "Quick add",
          "depth": 3
        },
        {
          "id": "quantity-and-room",
          "text": "Quantity and room",
          "depth": 3
        },
        {
          "id": "swap-for-a-similar-product",
          "text": "Swap for a similar product",
          "depth": 3
        },
        {
          "id": "stock",
          "text": "Stock",
          "depth": 3
        },
        {
          "id": "who-added-what",
          "text": "Who added what",
          "depth": 3
        },
        {
          "id": "totals-and-quote-tax",
          "text": "Totals and quote tax",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "delete-a-list",
          "text": "Delete a list",
          "depth": 3
        },
        {
          "id": "who-can-do-this",
          "text": "Who can do this",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "contacts-overview",
      "title": "Contacts overview",
      "summary": "Contacts lists the people in your account with how to reach them, where they came from and how much activity they have, so you can look someone up before you call or reply.",
      "section": "engage",
      "topic": "customers-contacts",
      "topicLabel": "Customers & Contacts",
      "url": "https://www.neuralpartners.ai/help/engage/contacts-overview/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/contacts-overview/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-8996",
        "NPW-7238"
      ],
      "corePath": "/marketing/contacts",
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "what-the-list-shows",
          "text": "What the list shows",
          "depth": 3
        },
        {
          "id": "what-the-panel-shows",
          "text": "What the panel shows",
          "depth": 3
        },
        {
          "id": "who-can-do-this",
          "text": "Who can do this",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "orders-overview",
      "title": "Orders overview",
      "summary": "Orders lists every order placed on your website, with its status, payment and customer, so your team can look one up, follow it through to delivery and answer a customer's questions about it.",
      "section": "engage",
      "topic": "orders-retention",
      "topicLabel": "Orders & Retention",
      "url": "https://www.neuralpartners.ai/help/engage/orders-overview/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/orders-overview/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-10",
      "sources": [
        "NPW-9429",
        "NPW-8996",
        "NPW-7238",
        "NPW-3313"
      ],
      "corePath": "/storefronts/orders",
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "what-the-list-shows",
          "text": "What the list shows",
          "depth": 3
        },
        {
          "id": "the-cards-at-the-top",
          "text": "The cards at the top",
          "depth": 3
        },
        {
          "id": "export",
          "text": "Export",
          "depth": 3
        },
        {
          "id": "order-status-and-payment-status",
          "text": "Order status and payment status",
          "depth": 3
        },
        {
          "id": "inside-an-order",
          "text": "Inside an order",
          "depth": 3
        },
        {
          "id": "from-a-customers-record",
          "text": "From a customer’s record",
          "depth": 3
        },
        {
          "id": "who-can-do-this",
          "text": "Who can do this",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "signals-overview",
      "title": "Signals overview",
      "summary": "Signals is where the forms people send from your website arrive, so your team can see what's new, reply, and keep track of what's been handled.",
      "section": "unify",
      "topic": "signals-conversions",
      "topicLabel": "Signals & Conversions",
      "url": "https://www.neuralpartners.ai/help/unify/signals-overview/",
      "mdUrl": "https://www.neuralpartners.ai/help/unify/signals-overview/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-8996",
        "NPW-7238",
        "NPW-9415",
        "NPW-9382"
      ],
      "corePath": null,
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "what-the-list-shows",
          "text": "What the list shows",
          "depth": 3
        },
        {
          "id": "statuses",
          "text": "Statuses",
          "depth": 3
        },
        {
          "id": "opening-a-signal",
          "text": "Opening a signal",
          "depth": 3
        },
        {
          "id": "alert-emails",
          "text": "Alert emails",
          "depth": 3
        },
        {
          "id": "export",
          "text": "Export",
          "depth": 3
        },
        {
          "id": "who-can-do-this",
          "text": "Who can do this",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "change-an-orders-status",
      "title": "Change an order's status",
      "summary": "Move an order along as you prepare, ship and deliver it, or cancel it, so your team can see where every order stands.",
      "section": "engage",
      "topic": "orders-retention",
      "topicLabel": "Orders & Retention",
      "url": "https://www.neuralpartners.ai/help/engage/change-an-orders-status/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/change-an-orders-status/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-9429",
        "NPW-7238",
        "NPW-8996",
        "NPW-3313"
      ],
      "corePath": "/storefronts/orders",
      "headings": [
        {
          "id": "before-you-start",
          "text": "Before you start",
          "depth": 2
        },
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "when-it-saves",
          "text": "When it saves",
          "depth": 3
        },
        {
          "id": "the-statuses",
          "text": "The statuses",
          "depth": 3
        },
        {
          "id": "cancelling-an-order",
          "text": "Cancelling an order",
          "depth": 3
        },
        {
          "id": "order-status-isnt-payment-status",
          "text": "Order status isn’t payment status",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "customers-overview",
      "title": "Customers overview",
      "summary": "Customers is where you see each customer's account, salesperson, projects and lists, orders and signals, and open their full record.",
      "section": "engage",
      "topic": "customers-contacts",
      "topicLabel": "Customers & Contacts",
      "url": "https://www.neuralpartners.ai/help/engage/customers-overview/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/customers-overview/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-10",
      "sources": [
        "NPW-9436",
        "NPW-8996",
        "NPW-7238",
        "NPW-8326"
      ],
      "corePath": "/marketing/customers",
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "the-top-of-the-page",
          "text": "The top of the page",
          "depth": 3
        },
        {
          "id": "what-the-list-shows",
          "text": "What the list shows",
          "depth": 3
        },
        {
          "id": "row-actions",
          "text": "Row actions",
          "depth": 3
        },
        {
          "id": "the-customer-panel",
          "text": "The customer panel",
          "depth": 3
        },
        {
          "id": "the-full-record",
          "text": "The full record",
          "depth": 3
        },
        {
          "id": "customers-from-your-previous-website",
          "text": "Customers from your previous website",
          "depth": 3
        },
        {
          "id": "who-can-do-what",
          "text": "Who can do what",
          "depth": 3
        },
        {
          "id": "who-sees-which-customers",
          "text": "Who sees which customers",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "reply-to-a-signal",
      "title": "Reply to a signal",
      "summary": "Open a form someone sent from your website, reply to them by email, then mark it read or archive it so your team can see it's been handled.",
      "section": "unify",
      "topic": "signals-conversions",
      "topicLabel": "Signals & Conversions",
      "url": "https://www.neuralpartners.ai/help/unify/reply-to-a-signal/",
      "mdUrl": "https://www.neuralpartners.ai/help/unify/reply-to-a-signal/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-8996",
        "NPW-7238",
        "NPW-9415",
        "NPW-9382"
      ],
      "corePath": null,
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "what-the-panel-shows",
          "text": "What the panel shows",
          "depth": 3
        },
        {
          "id": "statuses",
          "text": "Statuses",
          "depth": 3
        },
        {
          "id": "who-can-do-this",
          "text": "Who can do this",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "use-privacy-mode-with-a-customer",
      "title": "Use Privacy mode with a customer",
      "summary": "Turn on Privacy mode before you turn your screen toward a customer, so they see their own list and products without costs, notes or other customers' details.",
      "section": "engage",
      "topic": "accounts-projects",
      "topicLabel": "Accounts & Projects",
      "url": "https://www.neuralpartners.ai/help/engage/use-privacy-mode-with-a-customer/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/use-privacy-mode-with-a-customer/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-10",
      "sources": [
        "NPW-8996"
      ],
      "corePath": null,
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "how-it-behaves",
          "text": "How it behaves",
          "depth": 3
        },
        {
          "id": "whats-hidden-everywhere",
          "text": "What’s hidden everywhere",
          "depth": 3
        },
        {
          "id": "on-a-customers-list",
          "text": "On a customer’s list",
          "depth": 3
        },
        {
          "id": "other-customers-stay-out-of-view",
          "text": "Other customers stay out of view",
          "depth": 3
        },
        {
          "id": "customers-orders-signals-and-contacts",
          "text": "Customers, orders, signals and contacts",
          "depth": 3
        },
        {
          "id": "product-pages",
          "text": "Product pages",
          "depth": 3
        },
        {
          "id": "your-core-agent",
          "text": "Your Core agent",
          "depth": 3
        },
        {
          "id": "adding-from-the-catalog",
          "text": "Adding from the catalog",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "assign-a-salesperson-to-a-customer",
      "title": "Assign a salesperson to a customer",
      "summary": "Give a customer a salesperson so everyone knows who looks after them, and so they show up in that person's Mine view and in the Salesperson summary.",
      "section": "engage",
      "topic": "customers-contacts",
      "topicLabel": "Customers & Contacts",
      "url": "https://www.neuralpartners.ai/help/engage/assign-a-salesperson-to-a-customer/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/assign-a-salesperson-to-a-customer/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-8996",
        "NPW-7238",
        "NPW-8326"
      ],
      "corePath": "/marketing/customers",
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "what-you-see-in-the-menu",
          "text": "What you see in the menu",
          "depth": 3
        },
        {
          "id": "where-it-shows",
          "text": "Where it shows",
          "depth": 3
        },
        {
          "id": "lists-have-their-own-salesperson",
          "text": "Lists have their own salesperson",
          "depth": 3
        },
        {
          "id": "customers-from-your-previous-website",
          "text": "Customers from your previous website",
          "depth": 3
        },
        {
          "id": "when-own-only-is-on",
          "text": "When Own only is on",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "print-a-customers-list",
      "title": "Print a customer's list",
      "summary": "Print a customer's list or save it as a PDF to hand over or send, with or without prices and images.",
      "section": "engage",
      "topic": "accounts-projects",
      "topicLabel": "Accounts & Projects",
      "url": "https://www.neuralpartners.ai/help/engage/print-a-customers-list/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/print-a-customers-list/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-8996"
      ],
      "corePath": "/marketing/wishlists",
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "what-the-sheet-shows",
          "text": "What the sheet shows",
          "depth": 3
        },
        {
          "id": "prices-and-tax",
          "text": "Prices and tax",
          "depth": 3
        },
        {
          "id": "what-it-never-prints",
          "text": "What it never prints",
          "depth": 3
        },
        {
          "id": "page-numbers",
          "text": "Page numbers",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "add-a-customer",
      "title": "Add a customer",
      "summary": "Create a customer record with Quick Consumer Create, so you can start a list for someone you're helping on the floor or on the phone.",
      "section": "engage",
      "topic": "customers-contacts",
      "topicLabel": "Customers & Contacts",
      "url": "https://www.neuralpartners.ai/help/engage/add-a-customer/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/add-a-customer/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-10",
      "sources": [
        "NPW-7238"
      ],
      "corePath": "/marketing/customers",
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "the-welcome-email",
          "text": "The welcome email",
          "depth": 3
        },
        {
          "id": "additional-options",
          "text": "Additional Options",
          "depth": 3
        },
        {
          "id": "if-something-goes-wrong",
          "text": "If something goes wrong",
          "depth": 3
        },
        {
          "id": "after-you-add-them",
          "text": "After you add them",
          "depth": 3
        },
        {
          "id": "other-details",
          "text": "Other details",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "invite-someone-to-a-project",
      "title": "Invite someone to a project",
      "summary": "Invite a partner, designer, contractor or client onto a customer's project so they can see it on your website and, as an editor, change it.",
      "section": "engage",
      "topic": "accounts-projects",
      "topicLabel": "Accounts & Projects",
      "url": "https://www.neuralpartners.ai/help/engage/invite-someone-to-a-project/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/invite-someone-to-a-project/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-6478",
        "NPW-8996"
      ],
      "corePath": "/marketing/wishlists",
      "headings": [
        {
          "id": "before-you-start",
          "text": "Before you start",
          "depth": 2
        },
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "roles",
          "text": "Roles",
          "depth": 3
        },
        {
          "id": "relationships",
          "text": "Relationships",
          "depth": 3
        },
        {
          "id": "what-the-person-you-invite-does",
          "text": "What the person you invite does",
          "depth": 3
        },
        {
          "id": "track-whos-on-the-project",
          "text": "Track who’s on the project",
          "depth": 3
        },
        {
          "id": "change-or-remove-access",
          "text": "Change or remove access",
          "depth": 3
        },
        {
          "id": "limits",
          "text": "Limits",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "who-can-invite",
          "text": "Who can invite",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    },
    {
      "slug": "leave-a-comment-on-a-project",
      "title": "Leave a comment on a project",
      "summary": "Post a comment on a customer's project in Neural Core, to keep notes and conversation about the project in one thread for your team.",
      "section": "engage",
      "topic": "accounts-projects",
      "topicLabel": "Accounts & Projects",
      "url": "https://www.neuralpartners.ai/help/engage/leave-a-comment-on-a-project/",
      "mdUrl": "https://www.neuralpartners.ai/help/engage/leave-a-comment-on-a-project/index.md",
      "visibility": "public",
      "lastVerified": "2026-11-09",
      "sources": [
        "NPW-6478",
        "NPW-8996"
      ],
      "corePath": "/marketing/wishlists",
      "headings": [
        {
          "id": "steps",
          "text": "Steps",
          "depth": 2
        },
        {
          "id": "good-to-know",
          "text": "Good to know",
          "depth": 2
        },
        {
          "id": "how-comments-are-shown",
          "text": "How comments are shown",
          "depth": 3
        },
        {
          "id": "delete-a-comment",
          "text": "Delete a comment",
          "depth": 3
        },
        {
          "id": "no-email-goes-out",
          "text": "No email goes out",
          "depth": 3
        },
        {
          "id": "with-a-customer-looking-at-the-screen",
          "text": "With a customer looking at the screen",
          "depth": 3
        },
        {
          "id": "related",
          "text": "Related",
          "depth": 2
        }
      ]
    }
  ]
}