Our CRM platform includes a built-in ShareBuilder Assistant Chat Widget that provides fast, on-demand help directly within the app. By clicking the chat icon in the lower-right corner of your screen, you’ll open the ShareBuilder Assistant, your first stop for support, product info, and troubleshooting.
Getting help should be easy, immediate, and part of your workflow. Sellers and managers don’t have time to chase down answers or wait days for feedback. Whether you’re running into a bug, trying to find a feature, or just want to know what’s changed, the ShareBuilder Assistant is your self-service hub.
Using the ShareBuilder Assistant helps you:
Stay productive – Get help without leaving your CRM workflow
Find answers fast – Access FAQs, guides, and release notes instantly
Report and request – Submit bugs or new feature ideas to the Client Services team
Stay informed – View our product roadmap and understand what’s coming next
Click the chat icon in the bottom right corner of any page in CRM
→ This opens the ShareBuilder Assistant widget
Inside the widget, you can:
Ask a question to the Assistant or the Client Services team
Report a bug or system issue
Request a feature you’d like to see added
Access the latest release notes
Explore our product roadmap
Visit the Help Center for guides and how-tos
