How to use Panviva Sidekick

You can use Sidekick to:

• Search from any other platform:

  1. Highlight or select text on any website or platform (such as a web-based tool or email).

  2. Right-click the selected text, then select Ask Sidekick from the context menu.

  

  Sidekick will display relevant results from the Panviva knowledge base.

  Note: If right-clicking is blocked by the platform (e.g., in Notion), manually type or copy-paste the text into the Sidekick search bar.

• Search directly from Sidekick Interface

  1. Click Sidekick iconfrom your toolbar.

  2. Enter your query into the search bar and press Enter.

     Sidekick will display up to 5 relevant responses in card format.

  3. Navigate each response by selecting the blue dots or arrow available at the bottom of the layout.

  4. Choose from the following options:

     To	Select
     Copy information from the card view	Select Copy Snippet . The information will be copied to your clipboard, allowing you to paste it in a chat or text field.
     Open the Panviva document	Select Open in Panviva . The corresponding content opens directly within the Panviva platform for further interaction. Notes: You will require full Panviva access for system login and document viewing. If you have Panviva access but insufficient document-level permissions, an access error message will display.
     View user profile, tenant details or log off	Select User . The user profile page is displayed with the user information. Select Log out to sign out. Select Home to return to the main screen.