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💬 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

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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