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Getting help

How to reach Grassfed from inside the portal — the chat launcher, the Fin assistant, when a person takes over, and how to report a bug, request a feature or refer a colleague.

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Written by Mike Lukasevicz

Every page of the portal has a chat launcher in the bottom-right corner. Select it to open a conversation with Grassfed — there is no ticket form to fill in and no address to look up.

What happens when you write in

  1. The chat assistant (Fin) answers first. It handles the common questions — how something works, where to find a screen, what a status means — usually straight away.

  2. A person takes over when it's needed. Anything the assistant can't answer is handed to the Grassfed team, in the same conversation. You don't start again or repeat yourself.

  3. The thread stays there. Re-open the launcher later and your previous conversation is still in it, along with any reply that came back while you were away.

You don't need to introduce yourself

You are signed in, so the portal already tells Grassfed who you are — your name, your email, and your brokerage. Start with the question itself rather than your account details.

Note — If the launcher isn't there

The launcher only loads once you're signed in, and a browser extension that blocks third-party scripts can stop it appearing. If you can't see it, reply to your onboarding email thread instead.

Reporting something that's broken

Use the same chat launcher — there is no separate bug form. What makes a report actionable:

  • What happened, and what you expected instead. "The campaign shows Paused but I approved it yesterday" is something the team can chase; "campaigns aren't working" is not.

  • How to get back to it. The screen you were on, and the steps you took to reach it.

  • Which campaign or lead. The address or the contact name is enough to find the record.

  • How much it's blocking you — completely stuck, working but painful, or cosmetic. That is what sets the order things get looked at in.

A screenshot helps and is never required. Grassfed can already see which account you are signed in as, so you don't need to include your email or brokerage.

Asking for something that doesn't exist yet

Feature requests go through the same conversation. Say what you want to be able to do and why — the job you're trying to get done matters more than the screen you imagine it on, and it is what lets the team fold your request in with the same ask from other agents.

Referring another agent

If a colleague would get value out of Grassfed, send their name, email and brokerage through the chat and the team will reach out to them directly rather than putting you in the middle of it. Ask in the same message whether there is a referral thank-you running — the details change, so the team will confirm what's current rather than have you go off an out-of-date figure.

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