There are two ways to raise a request to the EliseAI support team: within EliseCRM or via our Help Center.
Contacting Support from EliseCRM
If you are logged into EliseCRM, navigate to the Resource Center by clicking on the question mark in the bottom left-hand corner. From here, click on "Contact Support" to open up the chatbot. You will also find the support icon on the bottom right of your screen and throughout certain pages in EliseCRM, such as the Tasks page.
Clicking on the support icon will open up a chatbot that you can leverage to find the answers you need from our Help Center. If you need to reach the team, simply click on "Get in touch" and "Leave a message". This will open up the support intake form where you can tell us more about your request.
Contacting Support from the Help Center
To open a support ticket from the Help Center, simply click on "Submit a Request" on the upper right-hand corner of the home page. Alternatively you can also access the chatbot from the Help Center as well to help you locate the right article or submit a request.
Submitting the Support Form
Once you have accessed the support form, you will be asked to fill out additional information regarding your request. This will allow us to triage your ticket efficiently and get your request to the right team as soon as possible. Capturing necessary information up front will also reduce the need for follow-up questions and back and forth, so providing the necessary details and examples up front can help alleviate that. Screenshots are an excellent way to capture the details of your request.
As you are filling out the form, not all fields will be required, but the more information you provide, the better we can support you.
When you submit a subject please summarize your request. As you enter the subject a list of suggested articles from the help center will appear. You can click on the articles to see if it answers your question.
Once you have submitted your request, you should receive an email confirmation that your request has been received with a unique ticket number. As the team processes your request you will receive emails notifying you of any updates. To follow-up on tickets and add additional context you can always respond to the email directly.