How to get help
Find answers in the Help Center, ask the agent, chat with the CLEATUS team, or join a live training.
You can get help in CLEATUS in several ways. Choose the one that fits your question.
Ask the agent
The CLEATUS agent answers how-to questions and finds the right Help Center article. Click Ask CLEATUS on any page, or click Agent at the top of the sidebar. Then ask your question in plain English, for example "How do I invite a teammate?"
Use the Need Help? menu
Open Need Help? at the bottom of the sidebar. It holds these links:
- Help Center: step-by-step guides and frequently asked questions (FAQs).
- Setup Guide: your next setup steps, with a link to each feature. If your company setup is not complete, this link is Set up your business profile instead.
- Webinars & Trainings: free live sessions and recordings of past webinars.
- Product updates: the list of features that CLEATUS shipped recently.
- System status: the public status page at status.cleat.ai. Check it when CLEATUS seems slow or unavailable.
Chat with our team
Click Live chat at the bottom of the sidebar to talk to the CLEATUS team. You can also email support@cleat.ai.
Join a live training
CLEATUS runs three free live trainings. Each track meets every other week at 1:00 PM Eastern Time (ET):
Register on the track page, and bring a real question. See all sessions on the Webinars & Training page.
Send feature requests and feedback
Email success@cleat.ai with ideas, improvements, and feedback. Include screenshots and example opportunity IDs, so we can act on your request faster.