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Sophos Assistant

Sophos Assistant is a feature integrated with Sophos Firewall and other Sophos products that helps you complete your tasks and find information quickly.

Read on to learn how Sophos Assistant can help you.

The Sophos Assistant window

To open Sophos Assistant, click the Sophos Assistant tab on the right of the web admin console.

Sophos Assistant default location to the right of the firewall screen.

Sophos Assistant has two main features:

  • A search bar to find information in Sophos Assistant and the help pages. See Search.
  • A list of help resources, such as flows, links to help pages, and videos. See Help resources.

    The Sophos Assistant window with the search bar at the top and the list of help resources below.

To close Sophos Assistant, click the X in the title bar. You can also click anywhere outside Sophos Assistant or press Esc to close it.

The X in the title bar of Sophos Assistant.

Tip

When you close Sophos Assistant, it remembers its status, such as the window size or the search term you entered.

Reposition Sophos Assistant

You can move Sophos Assistant to a different position if it hides parts of the web admin console you want to access.

Do as follows:

  1. Close Sophos Assistant if it's open.
  2. Move the pointer over Sophos Assistant to reveal the grid symbol.

    The grid symbol on Sophos Assistant.

  3. When the pointer becomes a four-arrow cross, you can drag Sophos Assistant from its current position.

    A four-arrow cross pointer over the grid symbol.

  4. Drop Sophos Assistant at one of the available positions, marked by small labels.

    The Sophos Firewall screen showing all available positions. Old and new positions are highlighted.

Click inside the search bar and enter a search term to find content containing that term.

The empty search bar.

When you start typing, Sophos Assistant suggests search terms you might want to use.

The search bar with the term "quick HA" entered and a list of suggested search terms.

Do one of the following:

  • Click a suggestion to search for that term.
  • Continue typing your own term, then press Enter.

Click an entry in the search results to open it.

Search results for search term "auxiliary HA".

You can open the help pages in the web admin console as a pop-up or the full page in a different browser tab.

Pop-up of a help page with the option to open in a new browser tab.

Help resources

Note

If you don't see the available help resources when you open Sophos Assistant, clear the search bar and click an empty spot in Sophos Assistant.

Sophos Assistant provides different types of help resources.

Symbol Resource type
Flow symbol. A flow. See Flows.
Link symbol. A link to a help page.
Video symbol. A video.
Article symbol. An article. Articles provide concise information about a subject.
Collection symbol. A collection. Collections organize related help resources, for example, resources for the same audience or subject.

Flows

A flow is a sequence of steps highlighting areas of the web admin console and providing information about how to complete a task.

There are two types of flows:

  • Feature tours: Flows that demonstrate a task without performing actions. At the end of the flow, you know how to complete the task.
  • Configuration flows: Flows that guide you through a task and let you select options or enter input. At the end of the flow, you've completed the task.

    You'll find flows that need you to configure more than one module in a folder.

    Individual flows that need you to configure only one module are available lower down after the folders. You can also search for any flow.

The Sophos Assistant window with the search bar at the top and the list of help resources below.

In each step, the flow focuses on an area of the web admin console and shows information about the step.

An example of a flow step.

You can interact with a flow as follows:

  • Click Back or Next to go through the steps of the flow.

    The "Back" and "Next" buttons at the bottom of a flow step.

  • Click the X in a step's title bar to cancel the flow.

    The X symbol in the title bar of a flow step.

Tip

If you lose your place in a flow, you can close it anytime and restart it from Sophos Assistant.

Feedback welcome

We'd like to hear about your experience with Sophos Assistant. It only takes a few seconds but helps us make your Sophos experience more efficient.

At the end of every flow, there's a simple feedback form by which you can tell us what you liked or didn't like.

  • Just click the Thumbs up or Thumbs down button and then Send Feedback.
  • Optionally, select one of the preconfigured answers or enter your suggestions in the text box before sending your feedback.

The feedback form for positive feedback.

The feedback form for negative feedback.