CS Support & Technical Assistance

When to reach out

Contact CRMAI support if you need:

• Configuration assistance (Connections, AI Agent, Divisions, etc.).

• Help resolving a system issue or unexpected error.

• Custom API integration support.

• Any question not answered elsewhere in this documentation.

Support channels

Before contacting support

To get a faster resolution, have the following ready when you reach out:

• Your workspace name (never share your workspace key or session token — see Workspace Switcher).

• A clear description of what you expected to happen vs. what actually happened.

• Screenshots of the issue, with any sensitive data (phone numbers, tokens, customer names) redacted.

• The approximate time the issue occurred, if relevant (useful for connection/webhook issues).

Never send access tokens, webhook secrets, passwords, invitation codes, or referral codes to support over any channel, even when asked — legitimate CRMAI support will never need your credentials directly. See the security guidance in Connections Overview and Invitation Code Management.

Self-service resources

Before reaching out, check whether your question is already answered:

• Getting Started — recommended setup order.

• Feature-specific troubleshooting sections throughout this documentation (most feature pages include a Troubleshooting section).

• Plans, Billing & AI Tokens — for billing and token-related questions.