The Quick Help Button

The Quick Help icon is a useful tool for accessing a variety of training resources provided by SA. Look for the question mark icon on the right side of the navigation bar:


Click the button to open the Quick Help widget:

Quick Help Widget.jpg

This menu offers a few options:

  • Find Answers Quickly - Quickly search for Help Center articles and videos. Select an item in the list to view the article in the widget. To view the article from a new browser tab, click the Arrow icon on the top-right: 

    Expand Article.jpg

  • Announcements - View our latest announcements, including bug fixes and software updates.
  • Live Chat - Fill out this form for assistance. If a Support agent is available, a live chat will begin after you submit the form. If a chat agent is not available, you can still submit the form by clicking Leave message then a Member Support Representative will follow up with you during business hours.
  • Share Your Feedback - Send software feedback directly to our Product and Development teams.
  • Schedule Training - Schedule a 1-on-1 session with one of our SA training experts.

If you want to go straight to the Help Center in Service Autopilot, hover over your Avatar icon then click Help Center:


The Help Center will open in a new browser tab, giving you access to endless resource material and other valuable information.

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