Navigate to Settings > My preferences > Contact Support to access the support hub. It presents three options:

• Help Center — Browse detailed documentation on every feature. Links to /docs.
• Laureo (recommended) — Get instant answers to questions about features, workflows, and troubleshooting. Opens the dedicated assistant page.
• Submit a Ticket — Submit a ticket to our support team or view your existing tickets. Shows a badge with your open ticket count.

Click the Laureo card on the support hub to open the assistant page. It features the same assistant available from your dashboard and can:

• Answer questions about CRM features and workflows
• Help troubleshoot common issues
• Search your data and provide insights
• Guide you through setup and configuration

After the AI responds, you’ll be asked if your issue was resolved. If not, you can proceed to submit a support ticket directly from the AI assistant page.

From the Laureo page:

1. Navigate to Settings > My preferences > Contact Support > Laureo.
2. Try describing your issue to the AI assistant first.
3. If the AI can’t help, click “Submit a support ticket” at the bottom of the page, or click “No, I need more help” when prompted.
4. Fill in the ticket form and optionally include AI conversation context.
5. Click Submit Ticket.

From the My Tickets page:

1. Navigate to Settings > My preferences > Contact Support > Submit a Ticket.
2. Click New Ticket to expand the ticket form.
3. Fill in the form:
   • Subject — A brief summary of your issue (required)
   • Description — Detailed explanation of the problem (required)
   • Category — General, Billing, Technical, Feature Request, Bug Report, Account, or Integration
   • Priority — Low, Medium, or High
4. Click Submit Ticket.

Navigate to Settings > My preferences > Contact Support > Submit a Ticket to see all your submitted tickets. Each ticket shows:

• Ticket number — A unique identifier (e.g., PST-42)
• Status — New (just submitted), Open (being worked on), Pending Customer (waiting for your reply), Resolved, or Closed
• Priority — Low, Medium, or High
• Created & Updated dates

Click any ticket to view its full conversation thread.

Open a ticket to see the full conversation history displayed as chat bubbles:

• Your messages appear on the right in blue
• Support replies appear on the left in gray with a “Support” badge
• Timestamps appear between message clusters

Type your reply in the text area at the bottom and press Send or Enter. The page automatically checks for new messages every 2 minutes.

If a ticket has been resolved or closed, replying will automatically reopen it.