Help & Support is the in-app home for help. Open it with the book icon at the top right of the screen, next to your company name. It slides in over the page you’re on, so you can follow along without losing your place.
What’s in the panel
| Section | What it’s for |
|---|---|
| User Guides | Step-by-step walkthroughs of the screen you’re on. We point, you click. |
| Recent Updates | New and improved features, and where to find them. |
| Help Centre | All our help articles and video walkthroughs — opens in a new tab. |
| Teammate AI Assistant | Ask a question in your own words and get an answer drawn from the help guides. |
| Contact support | Send a question, an enhancement request or a bug to our support team, with a reference number, straight from the chat. |
Ask the Teammate AI Assistant
- Type your question in the Ask about any module… box and press Enter. Plain words work best — for example “How do I add an employee?” or “Where do I find archived forms?”
- Read the answer. When it comes from a help guide, that guide is linked underneath — open it for the screenshots and full detail.
- Ask follow-up questions in the same chat. The assistant remembers the conversation, so you don’t need to repeat yourself.
- Carry on with your work. Your chat is kept — close the panel, move to another page, come back later — until you choose End chat.
The assistant answers only from Teammate’s published help guides and product knowledge — it never reads your company’s records. If the guides don’t cover your question, it says so and offers to hand you to a person instead of guessing.
Talk to a person: Contact support
Sometimes you just need a human. When the assistant can’t help, it offers a Contact support card under its answer. Pick Ask a question, Request an enhancement or Report a bug, check your name and email — they’re filled in from your profile — and press Send to support. Your chat goes with it. You get a reference number, such as TM-1234, and the support team replies by email.
For the other ways to open the form, which option to choose and what happens next, see Contacting support from the app.
Tell us how it went
When you’ve finished, answer Was this chat helpful? with a thumbs up or down — once per conversation — then click End chat. Your vote reaches our team together with the conversation, so a thumbs-down helps us fix the guide behind the answer.
Panel controls
- Pin keeps the panel open while you work on the page behind it.
- Expand (the diagonal arrows) widens the panel — handy for longer answers.
- While you’re chatting, the three tiles shrink to icons to give the conversation room. They come back when you end the chat.
- ✕ closes the panel. Your chat is kept, so you can pick it up again later.
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