Help & Support
How to get help in Workestra — in-app docs, AI Assistant, troubleshooting, and contacting our support team.
Every screen in Workestra has a Help & Support panel one click away. It's the hub for everything you need when you're stuck — docs, AI, troubleshooting, and a way to reach our team.
Opening the panel
Click the question-mark icon (?) in the top-right header on any page. The panel slides in from the right and stays open while you keep working — it doesn't trap focus or dim the page behind it.
The button is always available, on every plan, in every module, regardless of which features your workspace has enabled.
What's inside
The panel opens to a hub with four entry points:
| Entry | When to use it |
|---|---|
| Ask Workestra AI | Quick natural-language questions about your data. "Show me overdue tasks", "Draft a reply to John", "Where do I configure SLA?" |
| Documentation | Browse step-by-step guides, references, and product docs. Auto-scopes to the module you're on. |
| Troubleshooting | Curated fixes for the most common issues — email sync, login, kanban drag, white-label DNS, notifications. |
| Contact support | Reach the Workestra team for account, billing, or product issues you can't resolve here. |
Ask Workestra AI
The fastest way to get an answer. Click Ask Workestra AI in the hub (or press Cmd+/ / Ctrl+/ from anywhere) and type a question.
The AI can:
- Search records across CRM, projects, support, recruiting, finance, and more
- Draft emails, summarize a contact's history, or list "next steps" on a deal
- Run actions on your behalf (with a confirmation step for any write)
Full guide: AI Assistant.
Documentation
The Docs view has two modes:
- Browse — when you open it from a module page (e.g.
/crm/contacts), the panel automatically loads the docs for that module. Use the chips at the top to jump between Getting Started, API Reference, and Integrations. - Search — type at least two characters into the search box and the panel searches every doc in real time. Matched terms are highlighted, results are ranked by title > description > body, and click any result to open it.
If you'd rather read in a full-width browser tab, use the Open full docs link in the panel footer to jump to docs.workestra.app.
Troubleshooting
The Troubleshooting view loads the troubleshooting index — a flat list of the most common issues with one-line fixes and links to the full guides. If your problem fits one of these patterns, start here before opening a support ticket:
- Wrong workspace opens after login
- Emails not syncing
- Microsoft 365 sign-in fails
- Kanban cards won't drag
- White-label domain not working
- Notifications not appearing
Contact support
For anything the AI, docs, or troubleshooting can't fix, the Contact support form sends a message directly to our team.
What you fill in
- Category — Question, Bug, Feature request, Billing, Account, or Other
- Subject — one-line summary
- Message — what's happening, what you expected, and (for bugs) the steps to reproduce
What we receive automatically
So you don't have to copy-paste it, the form auto-attaches:
- Your email and user ID
- Your workspace name and ID
- Your current plan and subscription status
- The page you were on when you opened the form
- Your browser and OS
This is the metadata our team needs to debug 90 % of issues without a follow-up email. Nothing else from your data is sent.
Where it goes
Messages route to support@workestra.app, monitored during business hours. We aim to acknowledge within one business day; bugs and account-blocking issues get prioritized.
If you'd rather use email
You can email support@workestra.app directly — the address is the same. The form is just faster because of the auto-attached metadata.
Keyboard shortcuts
| Shortcut | Action |
|---|---|
| Cmd+/ / Ctrl+/ | Open the AI Assistant panel |
| Click the ? in the header | Open the Help & Support hub |
| Esc (when a sub-view is open) | Returns to the hub |
Other ways to get help
- Status page — system status updates at status.workestra.app (when applicable)
- Security disclosures — security@workestra.app for vulnerability reports
- Sales & demos — sales@workestra.app for pricing and procurement
Frequently asked
"I only have the CRM module — can I still get help?"
Yes. The Help & Support panel, the AI Assistant, the docs, and the contact form are all part of the platform — they're not gated by which modules you've enabled.
"Is the Support module how I contact Workestra?"
No. The Support module (/support) is for your customers contacting
you — it's a customer-service helpdesk you run for your own users. To reach
the Workestra team, use the Help & Support panel or email
support@workestra.app.
"Can my data be seen when I send a support request?"
The form sends only the fields you fill in plus the metadata listed above (workspace ID, plan, route, browser). It does not send the contents of any records. If we need more detail to debug, we'll ask you in the reply.
"What's the response time?"
We aim to acknowledge every message within one business day. Bugs that block your work and billing/account issues are prioritized.