Getting help
Ask Terry and the guide
Ask Terry sits at the bottom right of every page. It answers questions about your workspace in plain words.
| Tab | Use it to |
|---|---|
| Ask Terry | Ask a question, such as "why was this email held?". Under About, choose the whole company or one agent. Answers come from your own workspace only, never the web, and any action waits for your click. |
| Guide | Open the help center for every guide with screenshots, short how-tos for the page you are on, and Take the walkthrough again. |
| What's new | Recent changes, each with its own short walk. |
To reach our team, press Still stuck? Message a person under the question box on the Ask Terry tab, write what is wrong, and press Send to support. A person reads it and answers by email. We see which page you were on, so you do not need to say.
You can also open Settings, Support and press Open a case. A short guide asks what it is about, lets you describe it and add up to four screenshots. Press Send to support at the end. Your cases on the same page lists what is still open, with our answer.
The Help item at the foot of the menu opens these guides in a new tab.
In Classic
Ask Terry is the same. The support page is Settings, Contact support.