Your assigned support partner may assist you with onboarding, product usage, and support. They may earn commission for helping you get started and supporting your account.
What Your Support Partner Can Help With
Your assigned agent is trained and certified on the product you’re using. They can handle a wide range of everyday support needs, including:Onboarding Guidance
Help getting started — walking you through initial setup, account configuration, and making sure you know where everything is.
Product Explanation
Clear explanations of how features work, what different settings do, and how to get the most value from the product.
Usage Questions
Answers to common day-to-day questions about using the product effectively.
General Troubleshooting
Help working through common issues like unexpected behavior, configuration problems, or things not working as you’d expect.
Follow-up Support
Proactive check-ins and reminders to help you stay on track, especially during the early stages of using the product.
What Your Agent Cannot Handle
Your support partner focuses on product guidance and general support. Certain types of requests fall outside their scope and are always handled directly by the product company’s team. If you raise one of these issues, your ticket will be escalated automatically.Issues handled directly by the company
Issues handled directly by the company
- Billing disputes — Disagreements about charges, overcharges, or invoices.
- Refund approvals — Any request for a refund must go through the company.
- Password resets and security issues — For your protection, account security matters are handled only by the company.
- Sensitive financial records — Any request involving financial data or documentation.
- Legal or tax advice — Questions of a legal or regulatory nature.
- Account deletion requests — Permanently closing your account requires company authorization.
- Complex technical bugs — Deep technical issues that require access to the product’s backend or engineering team.
Finding Your Assigned Agent
You can view your assigned agent’s information directly from your support dashboard.- Log in and go to the Support or Dashboard section of your account.
- Look for the Your Support Partner panel or card — it appears near the top of your dashboard.
- This panel shows your agent’s name, their certification status, and a summary of their ratings from other customers.
Viewing Your Agent’s Profile
Clicking on your agent’s name or profile card opens a more detailed view, which includes:- Their name and profile photo
- Their certifications for the product you’re using
- An aggregate rating based on reviews from other customers they’ve supported
- Their availability and general response time expectations
Rating Your Support Partner
After a ticket is marked as resolved, you’ll be invited to leave a rating for your agent. Your feedback helps maintain quality across the platform and is genuinely useful for other customers. You’ll be asked to rate your agent across four areas:Responsiveness
How quickly and consistently they replied to your messages.
Product Knowledge
How well they understood the product and gave accurate, helpful answers.
Professionalism
How courteous, clear, and professional they were throughout your interaction.
Customer Satisfaction
Your overall feeling about the support you received and whether your issue was genuinely resolved.
Requesting a Different Agent or Company Support
You’re never locked in to a support partner you’re not happy with. If you’d prefer a different agent — or if you’d rather work with the product company’s team directly — you can request that at any time.Click 'Request Reassignment'
Select the option to request a different agent or to opt for direct company support instead.
Provide a reason (optional)
You can briefly explain why you’re requesting a change — this is optional but helps the platform improve. You don’t need to justify your decision.
You can also decline agent support from the very beginning of your subscription and request that all support be handled by the product company directly. Look for this option during sign-up or in your account settings.