Getting Help: Support Resources Guide

We offer multiple ways to help you find answers and resolve issues quickly. This guide will help you choose the right support option based on your needs.

🔍 Self-Service Resources

Before reaching out to the support team, we recommend exploring the following resources. These are designed to help you find answers instantly and learn how to use the platform more effectively.

1. Help Center Search

• The Help Center is your primary resource for finding detailed information.
• Use the search bar to enter keywords, questions, or feature names
• Browse How-To Guides for step-by-step instructions on completing tasks
• Explore Best Practices to understand recommended workflows and improve efficiency

💡 Tip: Try using simple keywords (e.g., “create report” or “user access”) for better results.

2. In-App Tooltips

• Tooltips provide quick, contextual help directly within the platform.
• Look for the (?) icons across different sections of the interface
• Hover over these icons to view short explanations of features or fields
• Click on them (if available) to access more detailed guidance

💡 Best for: Understanding features while actively using the platform without leaving your workflow.

3. Video Tutorials (Coming Soon)

We are working on adding video tutorials to make learning even easier.

• Step-by-step walkthroughs of key features
• Visual demonstrations for common workflows
• Beginner-friendly onboarding content

💡 Best for: Users who prefer visual learning and guided demonstrations.

4. What’s New

Stay informed about the latest updates and improvements.

• View recent product updates and feature releases
• Learn about enhancements and bug fixes
• Understand changes if something in the platform looks different

💡 Tip: Check this section regularly to stay up to date with new capabilities.

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Get Support from Our Team

If you’re unable to find what you need through self-service resources, our support team is here to assist you.

1. Contact Support (Email)

Reach out to our support team for direct assistance.

Email: [e-mail]

Best suited for:

• Technical issues or unexpected errors
• Reporting bugs or system issues
• Account-related concerns (access, permissions, etc.)

💡 Tip for faster resolution:

Include the following details in your email:

• Description of the issue
• Screenshots (if applicable)
• Your account or workspace details

2. Customer Success Manager (CSM)

Your Customer Success Manager is your go-to resource for ongoing support and strategic guidance.

• Schedule regular check-ins to review your usage
• Get personalized recommendations based on your goals
• Receive guidance on optimizing workflows and setup

Best suited for:

• Product training and onboarding
• Strategic advice and best practices
• Complex use cases or configurations

💡 Final Tip

For the quickest resolution:

• Start with Help Center Search or Tooltips
• If the issue persists, contact Support via email
• For long-term success and optimization, connect with your CSM