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Contacting SmartSuite Support

Accessing SmartSuite Support and Self-Service Resources

Written by Emma Montgomery

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Contacting SmartSuite Support

You can reach SmartSuite Support by using the in-product chat feature on any SmartSuite page.

How to Contact Support:

  1. Visit the SmartSuite Homepage: Ensure you are logged into your account.

  2. Open the Chat Icon:

    • Locate the blue message icon in the bottom-right corner of the page.

  3. Send a Message:

    • Click Send us a message to start communicating with support.


SmartSuite Self-Service Resources

SmartSuite offers a variety of self-service options to help users find solutions and learn about the platform independently.

Available Resources:

  • Help Center:

    • Comprehensive documentation, FAQs, and feature overviews.

  • SmartSuite Community:

    • Join a community of SmartSuite users to share best practices, discuss use cases, and gain insights from SmartSuite experts.

  • SmartSuite YouTube Channel:

    • Explore instructional videos created by SmartSuite customers and partners to understand platform features through practical demonstrations.

  • SmartSuite Academy:

    • Access free tutorials categorized as Basic, Intermediate, and Expert levels, covering all aspects of SmartSuite. Learn at your own pace with detailed guides and videos.

  • SmartSuite Webinars:

    • Participate in weekly webinars to explore new features and real-world use cases. Recordings of webinars are sent to registrants and can be accessed post-event.

  • SmartSuite Service Partners:

    • Consult SmartSuite experts for workspace customization, team onboarding, integration setups, and on-site training sessions.


Frequently Asked Questions (FAQs)

General Queries:

  1. Which holidays are SmartSuite Support closed?

    SmartSuite Support is closed on Thanksgiving, Christmas (12/25), and New Year's Day (1/1).

  2. Does SmartSuite offer phone support?

    No, SmartSuite offers support primarily over messaging and doesn't currently offer phone support. We do take initial live demo meetings upon request.

  3. How do I access the SmartSuite in-product Help Center?

    You can access the in-product help center by clicking "Help" or searching for help. We offer videos, guides, and documentation.

  4. Can I contact SmartSuite Support without an account?

    Yes, you can use the blue messenger icon at the bottom and select "Send us a message."

  5. How does SmartSuite Support troubleshoot questions about customer solutions?

    SmartSuite Support can’t access your workspace without your permission. When investigation is needed, we’ll request temporary access via Intercom for a specific ticket or conversation.

    For security reasons, this access must be granted by an active member of the workspace each time and can’t be pre-authorized in advance.


Other Inquiries

Need Clarification on a Feature

Scenario: You’re unsure how to add new members to your workspace.

Solution: You try to find the answer in the help articles, and if you’re still unsure you contact our team via the button in the corner.

Ask for Building Advice

Scenario: You’re aiming to build a CRM that can interact with your Project Management System, and you want to hear best practices related to that.

Solution: Explain your goal with a Product Specialist, and they will give you guidance to get you started in the right direction.

Report an Issue

Scenario: You see something that doesn’t seem right, and you would like to bring this to the attention of the team.
Solution: You start a chat, and click “Report an Issue” and work with a product specialist to diagnose the problem.

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