Where to find it
Help Chat is the ? button in the CRM topbar. Open it from anywhere in the CRM to ask a question.
How it helps
It holds a multi-turn conversation, is aware of your CRM role, and injects direct links to the relevant CRM tools so you can jump straight there. It is built around the product documentation, so the guidance fits the platform.
Security
Requests are handled server-side, so credentials never reach the browser.
