#Support Overview
Light offers responsive support through multiple channels. Our support team is available to help with technical issues, usage questions, and troubleshooting.
#Support Channels
#In-App Chat (AI-Powered)
The quickest way to get help is through the chat interface built into Light.
- Go to
- Click the Help icon in the bottom right corner
- Type your question or describe the issue
- Get an instant AI-powered response
In-app chat is best for:
- Quick questions about how to use a feature
- General usage help
- Non-urgent troubleshooting
Note: In-app chat is powered by AI and provides instant answers. For complex issues that require human assistance, email support instead.
#@light in Slack or Microsoft Teams
If your organization has connected Light to Slack or Microsoft Teams, you can ask @light directly in your workspace.
- Open Slack or Microsoft Teams
- Mention @light in any channel or direct message
- Ask your question
- Get an instant AI-powered response
This is great for getting quick answers without leaving your communication tool.
Note: @light in Slack and Teams is powered by AI. For issues that require a human support agent, email support instead.
#Email Support
For issues that need human attention, email the Light support team.
When emailing, include:
- Your company name and account ID
- Affected users (if not just you)
- Detailed description of the issue
- Error messages (exact text or screenshots)
- Steps to reproduce the issue
- When the issue started
A support agent will review your request and respond the same day.
When contacting support, include:
-
Company and Account Details
- Company name
- Account ID or billing email
- User affected (your email or other users' emails)
-
Detailed Issue Description
- What were you trying to do?
- What happened instead?
- How is this affecting your work?
- Is this blocking you?
-
Error Messages
- Exact error text
- Screenshot of error if possible
- Where error appears (URL or menu path)
- When it started happening
-
Steps to Reproduce
- Numbered steps to make the issue happen again
- Be as specific as possible
- "Go to Transactions > Click transaction > Click Edit"
- Include exact values if relevant
-
Impact
- How many users affected?
- How is your business impacted?
- What can't you do?
- Do you have a workaround?
- When did the issue start?
- Has it worked before?
- Did you change anything recently?
- What browser/device are you using?
- Relevant file names or transaction IDs
- Screenshots or screen recordings
#What NOT to Include
Never share in a support request:
- Bank credentials or passwords
- API keys or authentication tokens
- Credit card numbers
- Social security numbers
- Other users' passwords
- Sensitive customer or vendor information
Important: If you accidentally share sensitive information, let support know immediately so they can delete it.
#Example Support Request
Good Example:
Subject: Cannot upload invoices via AI parsing
Description: I'm unable to upload invoices through the AI data extraction feature. When I click "Upload Invoice" in the Bills section and select a PDF, the system shows an error "Invalid file format" even though the file is a valid PDF exported from Acme Corp.
Steps to reproduce:
- Go to Bills > Upload Invoice
- Select PDF file (test-invoice.pdf)
- Click "Upload"
- Error appears
Error message: "Invalid file format - Expected PDF received unknown"
This started today. I was able to upload invoices normally yesterday. I'm on Windows 10 using Chrome browser.
Impact: I have about 20 invoices to process today and cannot upload them. I'm currently manually entering the data which is taking significant time.
Browser: Chrome 123.0
OS: Windows 10
Poor Example:
Subject: Something's broken
Description: The upload thing doesn't work. I tried uploading stuff and it gave an error. Please fix this. My password is MyPassword123 if you need to test my account.
Attachment: Screenshot.png
#Support Response Process
When you submit a support request:
- Acknowledgment: You receive a confirmation email with ticket number
- Initial Review: Support reviews your request within response SLA
- Investigation: Support may ask clarifying questions
- Solution: Support provides solution or workaround
- Verification: You confirm the issue is resolved
- Closure: Ticket is closed
During investigation, support may:
- Request additional information
- Ask to reproduce the issue while they watch (screen share)
- Request access to your account (with your permission)
- Test your issue in our test environment
#Self-Service Resources
Before contacting support, check:
- Help Articles: This knowledge base may have answers
- Webinars and Training: Video tutorials on using Light
- FAQ Section: Common questions and answers
- System Status: Check if Light is experiencing outages
- Release Notes: New features and known issues
These resources often have faster answers than support tickets.
#Common Issues Support Can't Help With
Light support handles Light-specific issues. These are outside support scope:
- Bank issues: Bank account problems, connection failures from the bank (contact your bank)
- Internet issues: Slow internet, connectivity (contact your ISP)
- Computer issues: Software conflicts, malware (contact IT)
- Email issues: Verification emails not arriving (check spam; may be email provider)
- CRM issues: Salesforce or other third-party issues (contact that vendor)
For these issues, work with the relevant provider.
#Premium Support
Light offers premium support tiers for high-touch assistance:
- Dedicated Support Engineer: One engineer focused on your account
- Priority Responses: Faster response times than standard SLA
- Quarterly Business Reviews: Strategic guidance on Light adoption
- Custom Training: Tailored training for your team
- Proactive Monitoring: Support team monitors your instance for issues
Contact your account manager for premium support details.
#Escalation
If you're not satisfied with a support response:
- Reply to the ticket asking for escalation
- Explain why the solution didn't work
- Provide additional details or context
- Your ticket moves to senior support engineer
- Senior engineer will contact you within 2 hours
#Feature Requests and Feedback
To request new features or provide feedback:
- Click Help > Give Feedback
- Describe the feature or improvement you'd like
- Explain the business problem it solves
- Include use cases and examples
- Submit for Light product team review
Feature requests are reviewed quarterly and help guide Light's roadmap.
#Scheduled Maintenance
Light performs maintenance to improve stability and add features:
- Monthly Maintenance Windows: Usually first Tuesday of the month
- Advance Notice: 2 weeks notice for major maintenance
- Typical Duration: 30 minutes to 2 hours
- During Maintenance: Light is unavailable
Check System Status page for:
- Scheduled maintenance dates and times
- Current incident status
- Historical incident reports
- Email notification signup for status updates
#Related Articles
- Common issues and solutions
- Bank connection troubleshooting
- Integration sync issues
- Data import errors