Getting Help and Support
Why This Matters
At AllClients, we believe that if you need a manual to learn a product, then it wasn't designed to be intuitive and user-friendly. We work tirelessly to make the system self-explanatory. However, sometimes you just need a bit more clarification or help with a specific question. That's why we've built multiple ways to get support — all easily accessible right from within the system.
Finding the Help Icon
Look for the ? icon in the bottom right corner of every page. This is your gateway to all support resources. Click it anytime you need help, and you'll see four types of assistance available: AI Answers, Help Docs, Email, and Chat.
AI Answers: Instant Help
AI Answers gives you instant responses to your questions using artificial intelligence. Type your question, and you'll get an immediate answer based on our knowledge base and product documentation.
Best for:
- Quick questions with straightforward answers
- Getting help outside business hours
- Finding information fast without browsing articles
Just type your question naturally (like "How do I import contacts?") and the AI will provide an answer instantly.
Help Docs: Step-by-Step Guidance
Help Docs give you access to our full Knowledge Base. Articles provide step-by-step instructions and walk you through processes in detail. Many articles include short videos that show you exactly what to do.
How it works:
When you click the Help icon, you'll see the most frequently accessed articles for the page you're currently on. This makes it easy to find help related to what you're working on.
Search for specific topics using the search bar at the bottom of the help widget. Type keywords related to your question.
Select an article to view it in the help widget. The article opens in a compact view so you can read without leaving your current page.
Expand to full screen by clicking the article headline. This gives you access to the full knowledge base with categories and advanced search options on the left side.
Browse related articles using the category list or search function in the expanded view. You can explore additional topics and find everything you need to know.
Email and Chat: Talk to Real People
Email and Chat connect you directly to our Support Team. You'll reach someone who not only knows the product inside and out, but also has years of experience helping small businesses implement it successfully.
Live Chat (During Business Hours)
Chat with us in real time when you need immediate help with a specific issue. Our team is available during business hours to answer questions, troubleshoot problems, and walk you through processes.
Email Support (24-Hour Response)
Prefer email? Send us your question anytime, and we'll respond within 24 hours. Email is great for non-urgent questions or when you want to include screenshots or detailed information.
Both options connect you with experienced support staff who understand small business needs and can provide personalized guidance.
Choosing the Right Help Method
Use AI Answers when:
- You need a quick answer right now
- Your question is straightforward
- You're working outside business hours
Use Help Docs when:
- You want step-by-step instructions
- You prefer to learn by reading or watching videos
- You want to explore related topics
Use Email when:
- Your question is complex or detailed
- You want to include screenshots or examples
- You don't need an immediate response
Use Chat when:
- You need real-time help
- You're stuck and need to troubleshoot live
- You want to ask follow-up questions
Questions and Answers
Q: Is support available 24/7?
A: AI Answers and Help Docs are available 24/7. Live chat is available during business hours, and email support responds within 24 hours.
Q: Do I need to create a separate support account?
A: No. The help system is built right into AllClients. Just click the ? icon from any page.
Q: Can I search the entire knowledge base?
A: Yes. Click any article to expand it to full screen, then use the search bar and category list to browse the entire knowledge base.
Q: What if I can't find an answer in the help docs?
A: Use Email or Chat to contact our support team directly. We're here to help with any question, no matter how specific.
Q: How quickly will I get a response via chat?
A: During business hours, chat responses are typically immediate. You'll be connected to a live support agent who can help you in real time.
Q: Can I email screenshots or documents to support?
A: Yes. When using email support, you can attach screenshots, files, or any other information that helps explain your question.
Q: Is there a cost for support?
A: No. Support is included with your AllClients subscription. You can contact us as often as you need.
Q: What are your business hours for live chat?
A: Live chat is available during standard business hours. Email support is monitored daily, and you'll receive a response within 24 hours regardless of when you send your question.
Q: Can I schedule a call with support?
A: Yes. Contact us via email or chat, and we can arrange a phone call or screen share session if needed for more complex issues.
Pro Tips
✅ Start with the page-specific articles shown when you open the help widget — they're tailored to what you're working on.
✅ Use specific keywords when searching. Instead of "email," try "send email campaign" or "email not sending."
✅ Expand articles to full screen to access the complete knowledge base and browse related topics.
✅ Include screenshots when emailing support. A picture really is worth a thousand words when troubleshooting.
✅ Ask follow-up questions. If the first answer doesn't solve your problem, keep the conversation going — we want to make sure you get the help you need.
Guide Type: Getting Started
Estimated Time: 3 minutes
Next Guides: Quick Start Guide, Navigating the System, Welcome to AllClients