Step 1: Open the Support Panel
Go to the top-right corner of the platform.
Click on the “Support and Learn” icon.
Step 2: Access the Chat
A new window will open on the right-hand side of your screen.
Click on “Message” to start a conversation.
Step 3: Ask Your Question
Type your question in the chat.
You can ask about:
Platform features
Workflows
Campaign setup
Any general questions
Step 4: Get Instant Answers from Katie
Katie (AI assistant) will respond immediately with relevant answers.
Step 5: Escalate to Human Support (Optional)
If the answer isn’t sufficient:
Request to “Speak with a human”
A member of the support team will assist you directly
Summary
Using the support chat allows you to:
Get answers faster
Solve issues independently
Easily escalate to human support when needed