Chat
The chat feature found within the Botkeeper platform can surface answers for you without the need to leave the platform. Simply click the chat bubble found in the lower right corner of any screen in Botkeeper to access live chat and connectivity to our customer success team:
Knowledge Base
The Knowledge Base provides convenient access to important information on demand, presented in a browsable format ideally suited to exploration and learning. The chat feature accesses the same information available in the Knowledge Base.
- Navigate to Botkeeper.com, select "Resources & Education, and then "Knowledge Base & Help Center."
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Use the search box at the top of the screen to type in the question, or use the left navigation menu to search for the topic for which you require help.
Submit a Support ticket
If you're unable to locate an answer using chat or visiting the Knowledge Base, you might wish to submit a support ticket. You will find this option in our chat feature after you have asked a question. Optionally:
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- Navigate to Botkeeper.com, select "Resources & Education, and then "Knowledge Base & Help Center."
- From within the Knowledge Base, navigate to the top of the window and click Submit a Help Ticket
- When the ticket form appears enter the details and click submit
- We will acknowledge the ticket within 1-2 business days
Create a Task
If you're client package includes a Botkeeper service element, then you can also reach out to your accountant by taking the following steps:
- Log in to the portal
- Navigate to the client the question will pertain to
- Select Work –> Task for your respective client
- Click Create New Task
- Assign the task to Accountant
- Click Comments from within the task and in the body of the task mention @accountant