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When to Contact Support vs. Self-Service

Decide when to troubleshoot vs. contact support. What to try first, when to escalate, what info to include with support.

Updated over 2 weeks ago

What You're Trying to Do

You're not sure whether to keep troubleshooting yourself or contact support for help.

Quick Solution (2 minutes)

Use this decision tree:

Try Self-Service First For:

  • Learning to ask better questions → Use our questioning guides

  • Understanding Zoë's responses → Check our interpretation guides

  • Basic data model setup → Follow our setup tutorials

  • Common error messages → Search our help articles

Contact Support Immediately For:

  • Data warehouse connection failures that persist after trying our connection guide

  • Cannot access Zenlytic platform or login issues

  • Data security concerns or unexpected access to sensitive information

  • Performance issues where Zoë is consistently slow or unresponsive

Contact Support After Trying Self-Service For:

  • Data model deployment issues that persist after checking our Git guide

  • Metric calculations that don't match after following our validation steps

  • Complex join problems not covered in our basic join guide

  • Advanced permissions setup beyond basic user attributes

When You Contact Support, Include:

For Technical Issues:

  • What you were trying to do

  • Steps you already tried

  • Exact error messages (screenshots help!)

  • When the issue started

For Data Issues:

  • Specific metrics or tables involved

  • Expected vs. actual results

  • Date ranges being queried

  • Your data warehouse type

Clear on when to escalate? This helps our support team help you faster!

Still Need Help?

Browse All Guides Complete documentation for all features → Zenlytic Documentation

Contact Support Ready to escalate? → Contact Support with the information above

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