# The GoSmarter UI

> Using the GoSmarter UI to filter, sort, search, see tutorials, and more.

**URL:** https://www.gosmarter.ai/docs/gosmarter-ui/

**Date:** 2026-04-23

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This guide shows you how to use GoSmarter's user interface (UI) features to work faster with your data across tools.

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## What This Guide Covers

In this guide, you will learn how to use GoSmarter UI tools to get the most out of your data and all GoSmarter tools.

## Using Bulk Actions

The **Bulk Actions** button lets you upload and download larger amounts of data in one go.

It will also often provide a comma-separated values (CSV) template that you can download and open in Excel before uploading your data.

{{< general-img-load src="ui-bulk-actions.png" alt="The Bulk Actions button in GoSmarter" isPhoto=true zoomable=true >}}

## Working with Data Tables

Most tools include a data table. This table shows all records relevant to the current tool.

You can sort and filter the table to find what you need.

Keep in mind that you may need to scroll right to access all columns. You can use the horizontal scroll bar at the bottom of the page, or hold **Shift** while using your mouse wheel.

{{< general-img-load src="ui-data-table.png" alt="A GoSmarter data table with sortable and filterable columns" isPhoto=true zoomable=true >}}

## Filtering Records

Click the **Filters** button to open filter controls and narrow the table to the records you need.

Filtering is the fastest way to cut through long lists and focus on the right items.

{{< general-img-load src="ui-filters.png" alt="Filters panel opened from the Filters button" isPhoto=true zoomable=true >}}

## Sorting Records

An arrow in a column header shows which column currently controls sort order.

To sort by a different column, click that column name.

{{< general-img-load src="ui-sort-arrow.png" alt="Sort indicator arrow shown in a table column header" isPhoto=true zoomable=true >}}

## Using Row Actions

Inside a data table, click the **Actions** button on a row to open actions for that specific record.

This is where you can run record-level tasks quickly without leaving the table.

{{< general-img-load src="ui-row-actions.png" alt="Actions dropdown for a record in the data table" isPhoto=true zoomable=true >}}

## Add/Edit Side Panels

When you use row actions such as **Add** or **Edit**, GoSmarter opens a sidebar panel.

These panels include forms you can complete to add, edit, split, and otherwise manage a record.

{{< general-img-load src="ui-sidebar-pane.png" alt="Sidebar panel used to add or edit a record" isPhoto=true zoomable=true >}}

## Viewing Record History

Click **View History** from a row's Actions menu to open a history window.

This shows a full record of changes made to that item over time.

{{< general-img-load src="ui-view-history.png" alt="View History window showing changes to a record" isPhoto=true zoomable=true >}}

## Tutorial Mode

All pages include tutorial information, and **Tutorial Mode** is on by default.

If tutorials are not showing:

1. Click your name in the bottom-left corner.
2. Toggle **Tutorial Mode** on.

With Tutorial Mode enabled, hover over a question mark icon to see an explanation of the field beside it.

{{< general-img-load src="ui-tutorial-mode.png" alt="Tutorial Mode toggle in the user menu" isPhoto=true zoomable=true >}}

{{< general-img-load src="ui-question-mark-help.png" alt="Question mark help icon with inline field guidance" isPhoto=true zoomable=true >}}

## Tutorial Panes

Many pages also include a more detailed tutorial pane.

These panes explain how a tool works and include practical tips to help you get better results.

{{< general-img-load src="ui-tutorial-pane.png" alt="Detailed tutorial pane explaining how to use a GoSmarter tool" isPhoto=true zoomable=true >}}

## Need a Change?

If you want to request a feature or suggest a change, contact the support team and share what you need.