Doc is an AI-powered assistant available 24/7

It answers questions, provides information, and resolves common issues using the HomeSource knowledge base and support content

It can connect you with a live support representative when needed

In your HomeSource tenant: Click the Ask Doc icon in the bottom-left corner of your screen

In the Help Center: Click the speech bubble icon on your HomeSource home page

Tip: Bookmark the Help Center so you can reach support even outside normal business hours

Takes you to the Help Center home screen

Use the search bar at the top of the screen to look up a topic (e.g., searching "quote" surfaces all related articles)

Click a result to open step-by-step instructions

Also accessible via the help icon at the bottom of the screen

Click Ask a Question

Type your question into the message box (e.g., "How do I add related items to my order?")

Press Enter

Doc responds with instructions

Click the numbered link in Doc's response to open the full Help Center article, which may include an instructional video and additional steps

Click the microphone icon in the message box

Speak your question (e.g., "How do I convert a quote to an order?")

Click the stop button when finished

Press Enter to submit

Doc returns the relevant instructions

Type a request such as "I would like to chat with a team member"

Press Enter

Doc will confirm it's connecting you and ask for more detail about your issue so the team can help efficiently

Your question is passed along to the support team, who will follow up shortly

Click the paperclip icon to attach a screenshot or other supporting document to your request

When your message becomes a support ticket, you'll receive an email confirming the issue

All conversations with Doc or support team members are saved under Messages

Unread messages show as a number badge on the Messages icon

Doc may periodically ask you to rate its answers or check if you need further help — this feedback helps improve accuracy over time