Get the most out of the TaxDome chatbot support

If you are a TaxDome subscriber and logged in, you can get quick answers to your questions using our chatbot powered by AI and the TaxDome Help Center. In this article, we’ll tell you how to get the best answers from chatbot support.

Are the chatbot answers reliable?

You can entirely rely on the chatbot statements because it is trained on the TaxDome Help Center. Our Help Center is comprehensive and we strive to keep it up-to-date. Whenever you need more information from the chatbot, click one of the Help Center links in the Source section of its answer.

There is no feature that is not present in the Help Center. So, if you see that the chatbot struggles to find information about something, it probably means that such a feature is not present in TaxDome.

How should I ask questions?

1. Be specific and clear. Clearly and fully describe your issue or query. For instance, instead of asking "Documents," try "How do I upload documents?"

2. Use relevant keywords. Incorporate key terms related to your question. For example, instead of "Help me with TaxDome," ask: "Can you explain how to use proposals?"

3. Ask follow-up questions. Ask follow-up questions for more detailed assistance if the initial answer doesn’t fully resolve your issue. For example, if the chatbot tells you that you need to create a template to add automation, you can then ask it how to create a template.

When can’t it help me?

While the AI chatbot is a powerful tool, there are situations where it might not be able to provide a solution:

• Complex or unique issues. If your issue is complex or highly specific, the chatbot may not have sufficient information to assist. For example, if you need us to review your pipeline settings, you possibly need to provide a screenshot, and the AI chatbot can neither analyze your setup nor understand screenshots.
• Technical errors. If you encounter technical problems that the chatbot cannot troubleshoot, it may not be able to provide a solution.

What if I need to talk to a person?

If the chatbot cannot address your issue or if you prefer to speak with a person, you can easily request human support. Simply click Connect to an agent, and you will be connected with one of our knowledgeable support agents who can provide personalized assistance.