TRANXACT.AI Help

Getting help

Where a question goes, what answers it, and what to include when a person has to look.

Support is reached from wherever the problem is rather than from a menu — the help control is on every screen, and it carries the screen you were on when you pressed it.

  1. Ask ASK first. Most questions about your own data are answered immediately and correctly, because it reads the records rather than a knowledge base.
  2. Search the answers. What the platform has written down about itself is what resolves most tickets before anybody sees them.
  3. Raise a ticket. It carries the screen, the company and the record if you were on one — so nobody has to ask you where you were.

What to include

Support staff see your records through a fence: identifying personal detail is masked unless the ticket needs it and the access is approved and recorded. That is why a ticket sometimes comes back asking you to confirm something you can see on your own screen.