New request

In simple words

New request is part of Help & Support. Question, problem, idea or feedback — with attachments. This guide takes you through it in 6 short steps.

Where it fits in your work — Search. The help center has searchable guides and troubleshooting.

Before you start

• You need to be signed in to your company's workspace. Help & Support appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• New request belongs to Support desk in Help & Support. Question, problem, idea or feedback — with attachments.

Step by step

1. 1

   Step 1

   Open Help & Support

   Sign in and open the Help & Support panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “New Request”

   In the left menu, click “New Request”. The “New Request” screen opens.

3. 3

   Step 3

   Fill in the details

   Complete the fields on the form:

   • Request type
   • Priority
   • Title
   • Description
   • Category (optional)
4. 4

   Step 4

   Save it

   When the details are right, click “Send to SelfRun AI” to save.

5. 5

   Step 5

   Other actions on this screen

   You will also see these buttons:

   • Attach screenshot or file
6. 6

   Step 6

   Done

   Question, problem, idea or feedback — with attachments.

Tips

• You can use more than one filter together (Request type, Priority, Title) to see exactly the records you want.
• The search box accepts: A short summary. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Help & Support → Open “New Request” → Fill in the details → Save it → Other actions on this screen → Done

What it connects to

• Workspace

  Help from every panel's header.

• AI Assistants

  AI answers grounded in your own content.

What you will see on this screen

These are the parts of the New Request screen, exactly as they appear in the product.

Why use Help & Support

Help & Support replaces helpdesk & help-center tools, on the same login and the same data.

• Answers in seconds from an AI that knows the screen you are on
• A clear path to a person when it matters
• Requests tracked with attachments and status
• Help content searchable in the product

Who uses Help & Support

• Every user

  Ask the assistant or search the help center.

• Administrators

  Send requests — questions, problems, ideas, feedback — with attachments.

• Customer success

  Track every request and reply.

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