Table of Contents
Start Here: Use This Section When #
- You need help without leaving the current page.
- You want the AI to suggest a direct action or shortcut.
- You need to escalate an issue with page context and optional screenshot.
How to Access #
Click the floating support bubble icon in the bottom-right corner of any page.
What You Can Do #
- Ask a question in the chat input — the AI tries to answer or suggests a relevant Quick Action.
- Create a ticket — sends a formal support request with your message and optional screenshot.
- Use Quick Action suggestions — if the AI detects your intent, it suggests a Quick Action button you can launch immediately.
If X -> Do Y #
- If you know the exact task you want -> ask for the outcome directly, such as
configure smtp,connect whatsapp, orcreate email template. - If the AI gives guidance but no action button -> rephrase the request as a task, not a question.
- If the issue involves a broken screen or missing data -> create a ticket and attach a screenshot.
- If a Quick Action opens but you do not have permission to finish it -> stop and ask a CompanyAdmin to grant the needed access.
- If a Quick Action step says "Nothing available to select" -> set up the missing resource (for example, a template or mailbox) first, then try the Quick Action again.
Diagnosis Flow #
- If you want the fastest path to completion, try a Quick Action request first.
- If the AI response is generic, include the exact screen name and visible error.
- If the AI cannot resolve it in one or two replies, create a support ticket with the reproduced steps.
- If the issue is permissions-based, do not keep retrying the same action; verify role access first.
AI Quick Actions from the Support Widget #
The AI can detect your intent and suggest shortcuts. Examples:
| What you type | What the AI suggests |
|---|---|
| "I want to set up SMTP" | Configure SMTP quick action |
| "Create a WhatsApp template" | Create WhatsApp Template quick action |
| "I want to automate welcome messages" | Create Automation quick action |
| "Connect to WhatsApp" | Connect WhatsApp quick action |
| "Add a reply-to mailbox" | Add Reply-To Mailbox quick action |
âš¡ Quick Actions Navbar Dropdown #
Click the âš¡ lightning button in the top navigation bar to access all Quick Actions directly:
| Quick Action | What It Does |
|---|---|
| Invite User | Directly creates a new user after collecting name, email, role |
| Create Automation | Collects a workflow name, what it should do, and (optionally) a trigger, then generates a plan, including condition branches such as keyword auto-replies, and shows every step for you to confirm before building and activating the workflow. If a step needs a template, mailbox or team member, you pick it. See 11.27. |
| Configure SMTP | Collects provider type and credentials, tests the connection, and creates the mail server directly — then opens its Edit page so you can confirm settings |
| Create WhatsApp Template | AI generates a standard template after collecting name, phone, language, description. For a carousel template, open the page and switch Template type to Carousel — carousel cards are built by hand. |
| Create Email Campaign | Opens the Create Campaign form pre-filled with your inputs |
| Add Reply-To Mailbox | Creates a mailbox directly after collecting connection details |
| Create Email Template | AI generates a template after collecting name and description |
| Connect WhatsApp | Opens the Meta/WhatsApp onboarding modal |
| Create WhatsApp Form | Collects what the form is for, the language and the date/time, then creates a draft form in the designer for you to review and publish (9.8) |
