Support
Live chat first — we are here
ClientBoards includes real-time Help: AI answers for quick questions, and a Team tab to talk to our staff. It is available on the marketing site and inside the dashboard; guests can use it too after leaving an email.
Live Help Chat
Click Help (bottom-right). AI for instant answers; Team tab for staff. Works for visitors and logged-in users.
What the product includes →Contact & Billing
Longer messages, security reviews, partnerships, or anything you prefer to send by form.
Go to contact →Product Overview
Boards, Template Studio, timelines, files, chat, and billing — summarized on one page.
Read features →Frequently Asked Questions
Still stuck? Open Help or send a message.
How do I reach a person?+
Use the floating Help button (bottom-right on this site and in the app). Open the Team tab to message our staff. Guests can chat after providing an email so we can reply — you do not need to be logged in.
What is the difference between AI Help and Team chat?+
The AI assistant answers product how-tos quickly. The Team tab is for account-specific issues, billing questions, and anything that needs a human. Both live in the same Help window.
How quickly do you respond?+
We read every Team thread. Most questions get a first reply within one business day; urgent or billing-critical issues are prioritized.
Do you have a separate documentation site?+
Not yet. The Features page is the best overview of what the product does today. For specifics, ask in Help or use the contact form.
Prefer a guided rollout?
We will walk through workspace setup, templates, and how to share boards with clients.
Schedule A Session