Answers for your team,
right in the CRM.
The ? button in the CRM topbar opens an AI support assistant that knows the platform. Ask how to do something and it answers in plain language, aware of your role, and links you straight to the right tool — so agents get unstuck without filing a ticket.
Help Chat — what it does
Always in Reach
The ? button sits in the CRM topbar, so help is one click away from anywhere in the app.
Multi-Turn
It remembers the conversation, so you can ask a follow-up without re-explaining everything.
Role-Aware
Answers are tailored to your CRM role, so the guidance matches what you can actually do.
Takes You There
It links straight to the right CRM tool, turning an answer into a one-click action.
Secure by Design
Requests are proxied server-side, so credentials never touch the browser.
Streaming Answers
Responses stream in as they are generated, so agents get moving fast.
Help Chat questions answered
Where do I find Help Chat?
It's the ? button in the CRM topbar. Click it from anywhere in the CRM to ask a question.
Does it understand the platform?
Yes. It is built around the product's own documentation and is aware of your CRM role, so the guidance fits what you can actually do.
Can it take me to the right place?
Yes. Help Chat injects direct links to the relevant CRM tools in its answers, so you can jump straight there instead of hunting through menus.
Is it secure?
Yes. Requests are proxied server-side, so credentials never reach the browser.
