Hubs are the sliding drawers on the right side of the screen that give you help exactly where you are in Plansight. Each major area of the platform has its own hub, and every hub is built to surface the most relevant training, articles, and videos for the page you’re working on.
How Hubs Work
Whenever you navigate to a new section—Dashboard, Employers, RFPs, Quotes, Carriers, Templates, Community-Rated Plans, or Admin setup—the hub updates itself to match that part of the platform. You never have to look around for the right help. The hub brings it to you.
What You’ll Find Inside Each Hub
Every hub includes a curated mix of:
- Navigation Guides give you a quick tour of the page and highlight where key features are.
- Articles that explain features, workflows, and best practices
- 📺 Video Channels for quick, visual learning
- Searchable knowledge base access, so you can look up anything across Plansight
- Product announcements (found only in the Dashboard hub)
Each hub is designed to be lightweight and focused—no clutter, no irrelevant content.
Why Hubs Matter
Hubs let you learn Plansight as you go. Instead of jumping between documents, links, or training sites, the help you need lives right beside the work you’re doing. Whether you’re setting up an RFP, reviewing quotes, adjusting templates, or navigating employer details, the hub guides you through the process with clear, page-specific support.
Questions this article answers • What are hubs in Plansight? • How do I open the help panel on the right side? • Does the hub change depending on what page I'm on? • Where do I find training videos in Plansight? • How do I search the knowledge base from inside Plansight? • What's the difference between hubs for different pages? • Where do I find product announcements? • Is there a way to get help without leaving the page I'm working on? • What kind of content is in each hub? • How do navigation guides work in Plansight? • Can I search for articles from the hub? • What is the sliding drawer on the right side of the screen?
