How to Chat with Support
How to open a chat conversation with support
Playbooks has made it easier than ever to get in touch with a technical support engineer by including a chat feature directly in the Playbooks Chrome extension. If you ever run into trouble, we’re never more than a few clicks away.
Note: Support Hours open for the work week at 9:00 PM Sunday MT and close for the weekend at 7:00 PM Friday MT (24 hrs/day Mon – Fri) excluding weekends and holidays. If weekend and holiday availability is required, please check out PRIME Support. If you would like to learn more about PRIME Support talk with your CSM.
Chatting with Support
Reps can reach out to support directly from Playbooks.
To Chat with Support
- Open Playbooks.
- Click the menu button (XANT logo).
- Click Support & Feedback.
- Click Send us a Message.
- Enter your message.
- Click the send button.
Managers can also reach out to support from the Playbooks Manager app.
To Chat with Support through the Playbooks Manager App
- Open Playbooks Manager app.
- Click Support.
- Click Send us a Message.
- Enter your message.
- Click the send button.
When support sends you a response, you will see a notification on the support chat icon.
Tip: If Playbooks is incorrectly showing you have unread support messages, reload the Playbooks window to remove the notifications.
Viewing Previous Chat Messages
Occasionally, you will want to look back to information shared with you during a previous chat conversation. With Playbooks, this is easy to do.
To View Closed Chat Messages
- Open Playbooks.
- Click the menu button (XANT logo).
- Click Support & Feedback.
- If the Send us a message screen is open, click the back arrow.
- Click See all your conversations.
- Click the previous message.
To View Closed Chat Messages in the Playbooks Manager App
- Open the Playbooks Manager App.
- Click Support.
- If the Send us a message screen is open, click the back arrow.
- Click See all your conversations.
- Click the previous message.
