FlexPoint Support Agent

Get help with Deposit Sync, Invoice Sync, and Payment Sync issues without leaving your FlexPoint Admin Portal.

OVERVIEW

What is the Support Agent?

The FlexPoint Support Agent helps you troubleshoot sync issues in FlexPoint. Choose what you need help with, and it explains what's happening and guides you toward a resolution.

01

Open it

Open the Support Agent from Agents → Support Agent or from the top-right of your dashboard.

02

Choose an issue

Select Deposit Sync, Invoice Sync, or Payment Sync.

03

Get help

The Support Agent will explain the issue and, when supported, take action to help resolve it.

Good to know

The Support Agent uses the page you're viewing as context

For the Support Agent to take action, open the page related to the issue. For example, open Deposits for a deposit sync issue or Invoices for an invoice issue.

HOW TO USE IT

Using the Support Agent

Follow these steps to get help with a sync issue.

STEP 1Open Support Agent›

You can open the Support Agent from anywhere in FlexPoint.

Left navigation Select Agents → Support Agent.

Top-right corner Select the Support Agent button.

Where to find Support Agent - You can open the same Support Agent panel from either location.

STEP 2Choose what you need help with›

The Support Agent gives you a short list of options. Choose the one that matches your issue.

↗

Deposit Sync Get help when a deposit isn't syncing with your accounting system.

↗

Invoice Sync Get help when an invoice isn't syncing correctly.

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Payment Sync Get help with payment-related sync issues.

Choose an option - Select the type of sync issue you want to troubleshoot.

STEP 3Open the relevant page›

If you want the Support Agent to take action, open the page related to your issue.

01

Deposit Sync Navigate to Reports → Deposits.

03

Payment Sync Navigate to Reports → Payments.

02

Invoice Sync Navigate to Invoices.

No specific record required.

Support Agent picks up the context from the page you're viewing. You don't have to open a specific deposit, invoice, or payment first.

Page context - Support Agent uses the page you're viewing when determining what actions are available.

STEP 4Review the result›

The Support Agent will explain what was found and provide next steps or available action. Depending on the issue, it may guide you through the fix or offer to take the action for you.

INTERACTIVE WALKTHROUGH

See Support Agent in action

Follow a guided walkthrough to see how the Support Agent helps troubleshoot.

🚀 Start Support Agent walkthrough

Opens in a new tab so you can follow along in FlexPoint.

QUICK ANSWERS TO

Frequently Asked Questions

Do I need to enable Support Agent? ›

No. Support Agent is included with every subscription and is ready to use.

Can I type my own question? ›

Not currently. Support Agent uses predefined options instead of free-form chat.

What can Support Agent help with? ›

Support Agent can help with Deposit Sync, Invoice Sync, and Payment Sync issues.

Does Support Agent need a specific record open? ›

No. To get help, simply choose the issue you're dealing with. If you want Support Agent to take action, open the page related to the issue so it can use that page as context.

Can Support Agent fix my issue? ›

For supported issues, yes. Support Agent can either guide you through the fix or take the available action for you.

Does my conversation stay when I navigate? ›

Yes. Your conversation stays available as you move around FlexPoint until you select Clear chat.

NEED HELP?

Still stuck?

If Support Agent can't resolve your issue, contact FlexPoint Support for additional help.