Support Assistant
Get instant answers.
Our AI-powered assistant is trained on PlainSail's documentation and can help you with questions about the platform, troubleshooting, and best practices – available around the clock.
Access the Support Assistant from PlainSail
The Support Assistant is built into the PlainSail app. It has full context of the platform’s documentation and can help with navigation, troubleshooting, configuration questions, and best practices.
How to open the Support Assistant
The assistant is available from any screen in the PlainSail app. Follow these steps to open it:
Open PlainSail
Log in to the PlainSail app on your desktop.
Open the help bar
Look for the help bar in the bottom-left corner of the screen, or press F1.
Click “Start Chat”
Click the Start Chat button to begin a conversation with the support assistant.
The support assistant provides help content only. Do not enter client data or sensitive information.
What the assistant can help with
Tips for the best answers
Be specific
Include the module or feature name you're asking about.
Ask follow-ups
The assistant remembers context within a conversation.
Escalate anytime
If you need human help, contact the team.