Get back to the job.
Verified steps, practical walkthroughs and a place to report a problem.
Common questions
Does Sent email the estimate?
No. Save a PDF with Print / PDF quote, then attach it in your own email or messaging app. Sent is a manual status.
Can the assistant view my customer data?
No. It searches these help articles. It has no workspace or billing lookup tools. Do not paste private information into questions or tickets.
Will a ticket automatically fix my app?
No. A support operator must review it. A developer with deployment access must apply and test any code change.
Is this a live AI chatbot?
Currently it uses documentation search. Live AI is pending secure API setup. Answers come from the published help articles.
How can we help?
Ask about a Oaklatch feature. Answers link to the actual guide. This assistant cannot access your customer records, estimates or payments.
Use general questions. Never include customer details, passwords, identity numbers, card details or API keys. Questions are searched in this page and are not stored or sent to an AI service.
Let’s investigate.
Report what happened, what you expected, and how to reproduce it. Only the text you submit and your signed-in account identifier are stored. No workspace records, screenshots or logs are automatically attached.
Replies appear here. No response time or automatic fix is promised. Keep a backup before troubleshooting saved records.
Your conversations
My tickets · latest 100