Carta is making it easier to get the answers our users need, when they need them. Introducing our one-click Help Center.
Who does this affect?
Company administrators and viewers, law firm users, and personal portfolio holders
Users can now access Carta's Help Center in one click by going to the dialog balloon icon at bottom right of the screen, where they can ask questions about the platform's workflows, products and features.
Email Cases created through this workflow leverage user's session data and context to quickly route the Case to Subject Matter Experts, leading to faster resolution times.
When Phone is selected as the preferred method, the most appropriate phone number is displayed based on the user's type and question, ensuring users get connected to the right Support Agent for their need, without inconvenient call transfers.