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Tips For Using the Chat Function

Learn how to use NextChapter's chat function, including helpful information to include, tips for getting the best results, and how to connect to a live support agent when you need additional help.

Written by James Brooks

NextChapter's AI Support Agent (Fin)

NextChapter's AI Support Agent, Fin, is designed to get you fast answers to your questions about NextChapter without interrupting your workflow. Fin is available directly in the app, 24/7, and is trained on NextChapter's full library of Help Center articles, guides, and tutorials.

Fin is accessible from the chat bubble in the bottom right corner of your screen. Just select "Ask a Question" to start a new chat with Fin.

What Fin can help with:

Fin is best suited for questions about how to use NextChapter, including:

  • Step-by-step guidance on features and workflows

  • Locating help center articles and resources

  • Questions about filing, case setup, document preparation, and more

Fin cannot access your account data, case information, client details, or any documents you have uploaded to NextChapter. All responses are based on help center content only.

Tips for getting the best answers from Fin

  • Ask about one thing at a time. Instead of "How do I set up my case and file it," try "How do I add a co-debtor?"

  • Use plain language. Describe what you're trying to do in your own words.

  • Be specific about where you are. For example, "How do I export data from the Claims section?" will get you a more targeted answer than "How do I export?"


Connecting to a Live Support Agent

For more complex questions or issues that Fin can't resolve, you can connect to a member of the NextChapter support team directly through the chat. Just ask Fin to "Speak to a human agent" and it will escalate the conversation to our team.

When chatting with a live agent, speak in clear and complete sentences so our team can assist as effectively as possible. Follow the tips below based on your needs.

If you need help finding where to enter something in the app:

  1. The case 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 reporting a bug:

  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 submitting a feature request:

  1. What is the pain point 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?


For urgent filing issues, you can also contact support directly at support@nextchapterbk.com.













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


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