Navigate to Settings > Contact Support to access the support hub. It presents three options:

• Help Center — Browse detailed documentation on every feature. Links to /docs.
• AI Assistant (recommended) — Get instant answers to questions about features, workflows, and troubleshooting. Opens the dedicated AI assistant page.
• Submit a Ticket — Submit a ticket to our support team or view your existing tickets. Shows a badge with your open ticket count.

Click the AI Assistant card on the support hub to open the AI assistant page. It features the same AI assistant available from your dashboard and can:

• Answer questions about CRM features and workflows
• Help troubleshoot common issues
• Search your data and provide insights
• Guide you through setup and configuration

After the AI responds, you’ll be asked if your issue was resolved. If not, you can proceed to submit a support ticket directly from the AI assistant page.

From the AI Assistant page:

1. Navigate to Settings > Contact Support > AI Assistant.
2. Try describing your issue to the AI assistant first.
3. If the AI can’t help, click “Submit a support ticket” at the bottom of the page, or click “No, I need more help” when prompted.
4. Fill in the ticket form and optionally include AI conversation context.
5. Click Submit Ticket.

From the My Tickets page:

1. Navigate to Settings > Contact Support > Submit a Ticket.
2. Click New Ticket to expand the ticket form.
3. Fill in the form:
   • Subject — A brief summary of your issue (required)
   • Description — Detailed explanation of the problem (required)
   • Category — General, Billing, Technical, Feature Request, Bug Report, Account, or Integration
   • Priority — Low, Medium, or High
4. Click Submit Ticket.

Navigate to Settings > Contact Support > Submit a Ticket to see all your submitted tickets. Each ticket shows:

• Ticket number — A unique identifier (e.g., PST-42)
• Status — New (just submitted), Open (being worked on), Pending Customer (waiting for your reply), Resolved, or Closed
• Priority — Low, Medium, or High
• Created & Updated dates

Click any ticket to view its full conversation thread.

Open a ticket to see the full conversation history displayed as chat bubbles:

• Your messages appear on the right in blue
• Support replies appear on the left in gray with a “Support” badge
• Timestamps appear between message clusters

Type your reply in the text area at the bottom and press Send or Enter. The page automatically checks for new messages every 2 minutes.

If a ticket has been resolved or closed, replying will automatically reopen it.