Accessing WordPress Support Resources in the CRM

The WordPress setup area within the CRM now provides Agency Administrators with direct access to key support resources. These quick links are designed to help you get expert assistance, stay informed about product updates, and find answers quickly, all without leaving the platform. This guide explains how to find and use these tools.

Available Support Resources

When you access the WordPress setup guide, you will find three primary support options available as quick links.

• Book a Call with Customer Success: Schedule a one-on-one consultation with the WordPress support team for personalized guidance.
• Join the Product Townhall: Access live townhall meetings to hear about the product roadmap and provide direct feedback.
• Open the WordPress Knowledge Base: Search the complete WordPress help documentation directly from within the CRM interface for instant self-service support.

How to Find the Quick Links

Follow these steps to locate the support links in your CRM account.

1. Log in to your sub-account.
2. Navigate to the Sites section and select WordPress.
3. Click on the Quickstart button.
4. Scroll to the section labeled Quick Links. Please note, this section is only visible to users with the Agency Admin role.
5. From there, you can select the desired option: Book a Call, Join Product Townhall, or WordPress Knowledge Base.

Frequently Asked Questions

Who can see the Quick Links?
Only users with the Agency Administrator role will see the Quick Links section within the WordPress setup guide.

What if there are no available booking times?
New appointment slots are regularly added across various time zones. If no slots are currently available, check back later or use the in-app Knowledge Base for immediate help.

Is the in-app Knowledge Base the same as the online version?
Yes, the in-app Knowledge Base provides full access to the same WordPress documentation available on the web, allowing you to search and follow guides without exiting the CRM.

Is a special plan required for this feature?
No, these support links are a standard part of the WordPress functionality within the CRM. If you have access to the WordPress features, the links will be available to you as an Agency Admin.