When to use Support Request:
Technical Issues - When you're experiencing bugs, system errors, product malfunctions, or need help troubleshooting specific features that aren't working as expected.How-To Questions - When you need step-by-step guidance on using existing features, understanding product functionality, or require documentation and training resources.
Account Access Issues - When you're locked out of your account, need password resets, or require assistance with basic account management tasks.
When to use Contact CSM:
Strategic Planning & Growth - When you want to discuss expanding your usage, exploring new features for your business goals, or need guidance on optimizing your current setup for better results.Process Optimization - When you need help developing workflows, integrating with other tools, or want recommendations on best practices tailored to your specific business needs.
Relationship & Success Management - When you want to schedule check-ins, discuss your overall experience, provide feedback on your customer journey, or need executive-level support for important initiatives.