Help & support
When to use this screen
In-app conversations with the firm (list, thread, new chat, close). Not Intercom help center. Not Messages (notices).
Who can open it / who to ping
Every trader (footer Help & support).
Find the record
Rail footer Help & support.
Happy path
- Open or start a conversation.
- Do not paste full card numbers or ID photos.
- Close when resolved.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| New conversation / message | Ticket | Staff replies here |
| Read / close | Resolve | Closes thread |
If this fails
- Empty: they may be looking at Messages instead.
- File uploads for compliance belong on Compliance requests.