Ask in plain language
Open the support bubble and describe what you are trying to do, not just the name of the screen. For example: “How do I make contracts send from my company?” or “Why can’t this agent book Friday?” The Support AI searches the same product guides published in this Help Center and can point you to the correct dashboard page.
Give useful details for a problem
For a broken workflow, include:
- •the contact, agent, campaign, or document involved
- •approximately when it happened
- •what you expected
- •what happened instead
- •a screenshot when it helps
When a human is needed
Ask the Support AI to open a ticket, or go to Settings → Support. Account-specific changes, billing questions, and product defects may need review. Your ticket keeps the conversation and follow-up in one place.