Turn a chat into a request
In simple words
Turn a chat into a request is part of Help & Support. One click from conversation to ticket. This guide takes you through it in 4 short steps.
Where it fits in your work — Ask. The help assistant answers from the official help content.
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.
- Turn a chat into a request belongs to Get help in Help & Support. One click from conversation to ticket.
Step by step
- 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
Step 2
Open “Help Assistant”
In the left menu, click “Help Assistant”. The “Help Assistant” screen opens.
- 3
Step 3
Find what you need
Type in the search box (“Ask how to do something…”) to find a record quickly.
- 4
Step 4
Done
One click from conversation to ticket.
Tips
- The search box accepts: Ask how to do something…. 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 “Help Assistant” → Find what you need → 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 Help Assistant screen, exactly as they appear in the product.
Search and filters
- Ask how to do something…
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.
More in Get help
FAQs
Common questions.
About Turn a chat into a request and Help & Support.
I cannot see Turn a chat into a request in the menu.
Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to Help & Support.
Can I do this on my phone?
Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.
Does this cost extra?
No. Turn a chat into a request comes with the Help & Support panel, and every panel is included in every plan.
What is SelfRun AI?
SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.
Do I need to use every module?
No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.
Is there a free plan?
Yes. The Free plan is free forever for one person and includes every panel and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.