Getting help
When you’re stuck, you’re never more than a few clicks from an answer. This page shows you the quickest route to each one.
Where help lives
Section titled “Where help lives”Three places, in the order most people find an answer fastest.
Search inside the Portal
At the top of the left sidebar, click Search (or press ⌘K / Ctrl+K) and type what you’re looking for — a page name, a teammate’s name, or a past chat.
Ask a teammate in Chat
Unsure what a button or page does? Open a Chat and ask in your own words — “What does the Knowledge page do?” or “Can you draft a reply to this email?”. After a few seconds your teammate replies with a plain-language answer.
Read the guides
This Portal Guide walks through every page. For quick answers, the FAQ covers common questions, Troubleshooting fixes things that aren’t working, and the Glossary explains any word you don’t recognize.
When to ask a person instead
Section titled “When to ask a person instead”Most questions get answered above. Reach a human when something is broken, you’ve hit a wall, or you’d like a walkthrough.
Contact support
For bugs, billing, or anything the guides don’t cover. Describe what you were trying to do and what happened instead.
Book a call
Prefer to talk it through? Use the Book a call link to pick a time that suits you — no pressure, no commitment.
What to include when reporting a problem
Section titled “What to include when reporting a problem”The more you tell us, the faster we can help. A short message with a picture beats a long one without.
- A screenshot or short screen recording of what you saw — this is the single most helpful thing you can send.
- What you were trying to do (“I asked Sales to draft an email”).
- What happened instead (“nothing appeared” / “it showed an error”).
- The page or teammate it happened on.
A quick word on safety
Section titled “A quick word on safety”You can ask freely — nothing happens behind your back. Ask before sending is ON; nothing goes out without your OK. Your teammates also check each other’s work before calling it done, so answers come reviewed, not raw. For the full picture, see Trust and safety.
What if it isn’t working?
Section titled “What if it isn’t working?”If search comes up empty or a teammate doesn’t reply:
- Try simpler words. Search matches on plain terms — “invite” works better than “onboarding code”.
- Give it a moment. Teammates think for a few seconds before replying; if a reply is still pending, wait, then re-ask.
- Refresh the page. A stale page can hide a reply that already arrived.
- Check the Troubleshooting page for the specific thing that’s stuck.
- Still stuck? Contact support or book a call (above) with a screenshot — that’s the surest path.
I don't know what a word in the Portal means. Where do I look?
Check the Glossary — it explains every term in plain words. Or just ask a teammate in Chat: “What does Connectors mean?”
Can I just ask my teammate how to use the Portal?
Yes. Open a Chat and ask in plain language — “How do I add a document?” or “Where do I see tasks?”. It’s often the fastest way to an answer.
How do I report a bug?
Contact support with a screenshot, what you were trying to do, and what happened instead. A short screen recording helps even more.
Is talking to support free?
Yes — reaching out costs nothing, and booking a call is free. There’s no card on file and nothing gets charged for asking a question.
Will support see my private documents or chats?
Support only sees what you choose to share — for example, a screenshot you send. We ask for the details we need to help, and nothing more.