💬 Chat with us
Connect with your Customer Success Manager or Account Executive without leaving the platform.
💡 What It Is + 🎯 Why You Want to Use It
Chat gives you direct access to your GlassHouse team — your Customer Success Manager (CSM) and Account Executive (AE).
Use it when you need help, guidance, or a quick path to the right person without leaving the platform.
Whether you're building campaigns, troubleshooting, or talking through next steps, Chat makes it easy to connect.
⚙️ How to Use Chat
From the left-hand menu, select Chat

View your assigned team members and choose how you want to connect:
Schedule a Meeting to book time with your CSM
Select the email address to send a message.
⚠️ Important Notes + 🙋♀️ FAQs
| Question / Note | Answer |
|---|---|
| Who should I contact for help with campaigns or strategy? | Your Customer Success Manager (CSM) |
| Who handles billing, plans, or upgrades? | Your Account Executive (AE) |
| Can I send messages directly inside Chat? | No — Chat routes you to email or scheduling, not a live messaging thread |
| What is Chat used for? | Quick access to your GlassHouse team for support, strategy, and account questions |
| Do I have access to both roles? | Yes — your assigned CSM and AE will both appear in Chat |