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Tips For Using the Chat Function
Tips For Using the Chat Function

Learn helpful ways to use and communicate through the chat function

Kelly Torres avatar
Written by Kelly Torres
Updated over 2 years ago

When chatting, it is important to speak to our team respectfully and in clear/complete sentences.

Keywords will help our system automatically recommend articles, but if those articles aren't what you're looking for, then our team will need a clear request. Follow these tips below so that our team can assist as best as possible.

If you need help finding where to enter something in the app, it is helpful to include this information in your chat:

  1. The case that you are working in

  2. The schedule/line you are wanting to fill out

  3. What you would like to appear on the schedule & line (dollar amount, asset, marking a certain checkbox, etc.)

If you are chatting to report a bug, it is helpful to include this information:

  1. Which case it occurred in

  2. When you first saw it occur

  3. Which section of the software it occurred in

  4. Screenshots/video recordings if applicable

If you are chatting about a feature request, it is helpful to address these questions:

  1. What is the pain point that the feature is trying to address?

  2. What would it do that isn’t already in the app?

  3. How would you or other users benefit from the feature?

To view instructions on submitting feature requests, click Here.













***keywords: tips, help, chat, questions, feature request, reporting bugs


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