Support Center Documentation
The support center is a comprehensive, searchable list of resources to help you use Asset-Map. Click the support icon in the upper right area, then Search for help to search for specific topics in our support center.
Using our Interactive Support AI
Asset-Map Platform employs the use of an interactive in-app chat AI to provide answers to many support questions.
To start a chat click the support icon in the upper right area and select Send us a message. In the next window, use the text field to ask your question. Please take note of our live human support hours (8:30 am to 7 pm, ET Monday through Friday), as well as any other important announcements.
Types of Queries Supported
You can ask technical questions about the platform (examples: "How do I...?", "Why is this...?").
You can ask to provide insight on topics (example: "What are the best practices for...?").
You can ask to generate content (example: "Write for me...").
Limitations
While the AI is interactive, it is limited by the knowledge from the support resources provided to it.
As our support sources are refined and grow, so does its knowledge base and responses.
Therefore, the chatbot may need to ask more questions from you or simply escalate your query to a human during business hours.
The AI may give inaccurate or incomplete information depending on the questions its been given. Please check for accuracy.
The AI in no way offers legal or financial advice and no dialog should be considered as containing legal or financial advice.
Availability and Human Support
The in-app chat is available 24 hours a day. You can always ask for a human to chat with you during normal business hours, 8:30AM to 7:00PM ET, U.S., M-F. Just type "human" and your request will be escalated to a live Support representative during business hours.
Guidelines for Effective Queries
To get the best responses, include some specifics with your questions. Include details like:
What you were specifically doing when something happened or didn't happen (example: "I clicked the Update button and...").
What you are attempting to achieve (example: "How do I add a RMD to the Asset-Map?").
Where you are working within the platform (example: "I'm in the Household Index and...").
Ask for an explanation: "Give me specifics on...", "define what... means," "I need more information about..."
Utilizing Formatting
Ask the chatbot to use bullet points (example: "Use bullet points to describe how to...").
Ask Fin to use paragraph or topic headings.

