How to Create a Case

Create support cases to get help, report issues, or request features. Each category has its own workflow to route your request to the right team.

Time needed: 3-5 minutes

🚀 Step-by-Step Guide

Step 1: Open the Help Panel

1. Click the Help button (top navigation or floating widget)
2. The panel opens with “How can we help you?” and category buttons

Step 2: Select a Case Category

🐞 Report a Bug - Something not working properly
💡 Request a Feature - New functionality or improvements
⬆️ Upgrade or Change Plan - Subscription or access changes
🧾 Billing or Account Issue - Payment or account problems
🛟 Get Help with Something Else - General questions
🎓 Training or How-To Help - Need guidance using features
⚠️ Urgent Issue - Critical business problems

Step 3: Fill Out the Form

Required:

• Subject - Clear summary of your request
• Description - Detailed explanation of the issue

Optional:

• Attachments - Screenshots, logs, documents
• Environment Details - Auto-populated for bug reports

Step 4: Submit or Cancel

1. Click “Submit Request” - Creates case and provides confirmation number
2. Click “Cancel” - Closes panel without saving

Step 5: After Submission

• Automatic routing to the correct team
• Email confirmation with case number
• Notifications for updates and responses

💡 Best Practices

• Be specific - Include exact error messages, page URLs, steps taken
• Attach screenshots - Visual evidence speeds up resolution
• Include environment details - Browser, device, when it happened
• Choose correct category - Ensures proper team routing

🔧 Troubleshooting

Can’t find Help button? - Check top navigation or bottom-right floating widget
Form won’t submit? - Complete all required fields
Unsure which category? - Use “Get Help with Something Else”
Attachments won’t upload? - Check file size (10MB limit) and format

Create a case using the steps above. Your support team will respond based on the category selected.