Finding help in the app
Three ways to get answers when you're stuck. They use the same content; pick whichever fits the moment.
1. The help widget (fastest)
In the bottom-right corner of every page inside the app is a small purple ? button. Click it and a panel slides in with:
- A search box (just type to filter — try "blocked", "consolidation", "gmail")
- A curated Popular row of the articles most TCs reach for
- The full category list below
Click an article and it loads inline in the panel. You don't leave the deal you were working on. The back button returns to the article list; ESC also goes back, and a second ESC closes the panel.
Use this when you have a quick question mid-flow.
2. The full /help page
Click the avatar menu (top right) → Help, or open /help directly. Same content as the widget, but as a full-page browse experience — better for reading multiple articles in a row or sharing a specific article URL with a teammate.
Articles are grouped by topic: Getting started, Deals, Activity & tasks, AI & automation, Addendums, Account, Troubleshooting. The page has the same search the widget uses.
3. Email support
Write to flo@help.buyerflo.com any time.
Flo is BuyerFlo's AI support assistant — she reads your email, finds the relevant KB articles, and drafts a reply. A human reviews every reply before it sends. On anything complex (bug reports, billing, account changes), a human responds directly.
Typical turnaround:
- Simple questions — under an hour during business hours, often minutes.
- Bugs / complex — within one business day.
Include as much context as you can: what you were trying to do, what happened instead, screenshots if you have them. The more detail, the faster we can help.
The share page (for your clients)
If your buyer or seller is emailing you with questions about their deal's status, send them the deal's share link. It's a read-only page with progress, key dates, and what's coming up — no BuyerFlo account needed. Find the link on the deal workspace header, with a one-click copy button.
What Flo can and can't help with
Can:
- Questions covered in the knowledge base
- Pointing you at the right article for a topic
- Acknowledging and triaging bug reports
Can't:
- Make changes to your account (a human handles upgrades, refunds, suspensions)
- Give legal or contractual advice
- Answer anything that requires knowledge of your specific deal's content (a human handles that too)
When Flo decides your question needs a human, she'll pass it along instead of drafting a generic reply. You won't see "let me loop someone in" followed by silence.