Before You Begin
Make sure you are logged in to your Dazos product.
The support messenger is available from any page within the app.
Steps
Open the Support Messenger Find and click the question mark icon in the bottom right corner of your Dazos interface. This opens the Dazos Support Messenger sidebar.
Ask a Question In the messenger panel, locate the text input field. Type your question—such as how to generate a specific report or troubleshoot an error—and press Enter.
Get Help from Fin (AI Assistant) Fin immediately responds with step-by-step instructions and links to relevant documentation tailored to your query. The sources for these instructions are referenced in the reply.
Explore Source Articles Hover over the numbered references included in Fin's response to see more information. Click a reference number to open the actual knowledge base article for in-depth guidance.
Escalate to a Live Agent If the AI's response doesn't fully solve your problem, enter a message requesting to speak to a human. Dazos will prompt for any required clarification, then notify a live support agent.
Track and Manage Support Tickets After escalating or creating a ticket, detailed conversations are created. Find your ticket number in the messenger under the 'Conversation' or ticket category tab. Clicking on the ticket reveals conversation history and current status. Use the back button to return to the main Messenger view.
Explore the Messenger Features The home screen shows your recent messages and open tickets. From here, you can start a new conversation or search for help articles using the search bar at the bottom.
Browse the Help Center Tap the Help Center icon to view categorized knowledge base articles by Dazos product. For instance, selecting 'DazosCRM' provides articles for administration, configuration, FAQs, and more.
View and Respond to Tickets The tickets tab lists all open and resolved tickets. Click a ticket to read the resolution, ask follow-up questions, or reopen a closed ticket.
Monitor All Company Tickets (Ticket Portal) Access the portal from the top right to view all tickets submitted by anyone at your organization. Use filters like "Created by Me" or status (e.g., resolved) to find specific tickets quickly.
Verification / Expected Result
You can access the Support Messenger from any page.
Fin responds accurately to questions and guides you to resources.
Ticket creation, escalation, and tracking work seamlessly in the sidebar.
You can browse the help center and filter company tickets successfully.
Troubleshooting / Common Errors
Messenger not opening? Refresh your browser or check internet connectivity.
AI not resolving your issue? Request a live agent via chat for additional help.
Can't find ticket? Make sure you're in the correct tab and using filters as needed.
Related Resources
[Dazos Support Portal FAQ]
[Getting Started with DazosCRM]
[Troubleshooting Common Issues]
Note: Intercom automatically applies the default font from your workspace theme. All screenshots above illustrate steps in Dazos/iCampaign using Scribe.