SAP Companion

Intro

SAP Companion provides context-sensitive in-app help and is an essential part of the user experience in SAP cloud applications. It displays as an overlay on top of the current application.

You can use SAP Companion to provide two forms of in-app help in SAP Fiori apps:

Context help: Context-sensitive help for specific UI elements
Guided tours: Step-by-step assistance to lead users through a process

SAP Companion was formerly known as the Web Assistant.

When to Use

Use SAP Companion if:

You want to give users access to additional context-specific information as they work, such as:

The meaning of a field in the current context
The implications of making certain settings
How a field value is calculated
The steps in a process
Best practices

Do not use SAP Companion if:

The UI element is self-explanatory in the context.
You could reduce the need for in-app help by improving the design of the app. Do not use SAP Companion as a “crutch” for documenting the shortcomings of an app. Before documenting complexity, always check if there is a way to simplify the user experience.

Responsiveness

In-app help is available for browsers on desktop devices and tablets (Apple iOS, Microsoft Windows, Google Android). SAP Companion is not supported on smartphones.

Layout

The SAP Companion overlay has the following elements:

SAP Companion Layout

Help button: Allows users to open or close SAP Companion.
Hotspot: A highlighted area on the screen indicating that context help is available for a UI element.
Bubble: A container for displaying the in-app help for a UI element for both guided tour and context help.
Laser: Visualizes the connection between a tile and a hotspot.
Carousel: An interactive menu displaying available help content for the current screen, guided tours, and the content search:
- Search: Allows users to search within the available help content.
- What´s New tile: Switches the carousel to the What´s New mode.
- Guided Tours tile: Shows available guided tours for the current screen.
- Learning tile: Shows recommended learning materials for the current screen. Alternatively, it provides access to more learning content in the learning center.
- Tile: Allows users to open the associated help content.
- Minimize: Allows users to minimize the SAP Companion overlay. Hotspots and bubbles remain visible on the screen

SAP Companion supports the high-contrast black theme. The SAP Companion theme adapts automatically if high-contrast black is selected in the SAP Fiori launchpad settings.

SAP Companion Gallery

Content Types

Context Help

The context help provides context-specific help information for UI elements directly within the application. Only help information that is appropriate for the current screen is shown. The intention of the context help is to show process-independent information that clarifies the current screen. Hotspots emphasize the UI elements for which help is available.

Guided Tours

Guided tours take the user through a process step-by-step. You can use them to help users understand and complete end-to-end processes more quickly, and to share best practices. Guided tours can be used across one or several applications.

Each process step is represented by a bubble that contains appropriate instructions and information for the user. Bubbles can either point to a UI element or show in the center of the screen (for example, to display general information).

Behavior and Interaction

Opening SAP Companion

If SAP Companion content is available, a Help option appears in the user actions menu of the SAP Fiori launchpad. Clicking the icon opens the SAP Companion overlay with the carousel.

Using Context Help

Hotspots emphasize the UI elements for which help is available. Clicking on a hotspot shows a bubble with the help content for that field or screen area. All help content is shown in a carousel that is shown at the right side of the screen. A laser highlights the connection between the help content and the selected hotspot.

Using Guided Tours

To start a guided tour, the user selects a dedicated “Guided Tour” tile in the carousel. You can also let guided tours start automatically when the user first works with an app. In this case, the SAP Companion overlay opens automatically.