Understanding the Demandbase Helpbot

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The Demandbase Helpbot is your self-service assistant designed to guide you through tasks, resources, and support options, all from within the platform. Whether you're setting up an account list, adding a Journey Stage, learning platform features, or reaching out for help, the Helpbot is here to simplify the process.

HelpBot.jpg

Use the Demandbase Helpbot

  1. From the left navigation bar, click Help.png DB Help.
  2. In the right DB Help window, you can take the following actions:
    • Enter a question in the chat and the Helpbot provides relevant answers from internal knowledge sources.
      Tips:
      • Be as specific as possible for the best results.
      • If the answer shows an article, click the article link to see it in the Help Center.
    • Click top left three-line icon and select from the following options:
      • Create a Support Request: Create and update your tickets using the Helpbot chat.
      • See My Tickets: View your Demandbase Support tickets using the Helpbot chat.
      • Learning Resources: Access Demandbase Help Center, Academy, Playbooks, Skill Builder Office Hours, and Community.

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