## **👋 Overview**

Some setups are easier with a person guiding you. This is especially true for installations, integrations, and first-time configuration. If you would like a live onboarding session or a Zoom call with a Search Atlas team member, this article explains how to ask for one and how to get the most out of it.

## **💬 How to Request a Session**

Eligible free-trial parent accounts book a live 1:1 from More features, using Book Your 1-1 Onboarding Call and then Book 1-1 Call. That opens an in-app calendar tied to your account. New accounts can also book during the first step of Launch Lab. You can still use the chat widget if you need help, but chat is not the only way to request a session. Child accounts cannot book their own 1:1.

1. Log in to your Search Atlas account.
2. Open the chat widget in the bottom-right corner of the platform.
3. Type **human teammate** to be connected with a member of our team.
4. On the booking page, pick an open time on the calendar. The session is a 1:1 onboarding call, shown in the product as a 60-minute session with a product specialist. You do not need to request it in chat first.
5. Your name and email are already attached to the booking. Choose a time that works for you. You do not need to paste a list of details into chat before you can book.

## **📝 What to Include in Your Request**

You do not need to send a written request before booking. Choose a time on the calendar. If you would rather ask support for help first, a clear message in chat is still useful.

- You do not have to submit your goal before booking. It still helps to know what you want from the call, such as finishing an installation, connecting a website, or learning a specific tool.
- You do not have to type your website address to book. Have the domain ready for the call.
- You do not have to name your CMS to book. WordPress, Shopify, Wix, or a custom site is useful context for the specialist during the call.
- You do not have to describe what you already tried in order to book. Bring notes on the steps you completed and any errors you saw so the call goes faster.
- Choose an open time directly on the calendar. You do not need to send several preferred times for the team to match.

## **⏰ Same-Day and Next-Day Requests**

Book the earliest open time on the calendar. Availability is whatever the calendar shows, and a specific time cannot be guaranteed outside those openings. If you need help sooner than the next open slot, say so in chat. The team can often help there, but they cannot guarantee a call at a particular time.

If a call is not available when you need it, the team can often help you move forward directly in chat while you wait.

## **🧰 How to Prepare for Your Session**

A little preparation makes the call faster and more productive. Before your session:

- Log in to your Search Atlas account and keep it open.
- Have admin access to your website or CMS ready, or have the person who manages it join the call.
- Make sure you can access any hosting, domain, or plugin settings related to your installation.
- Write down your top questions or goals in order of priority.
- Check that you have a stable internet connection and that you can join the call from the confirmation you receive after booking.

## **🎯 What a Live Session Can Cover**

Depending on your needs, a session can help with topics such as:

- Installing and verifying Search Atlas on your website.
- Connecting integrations and data sources.
- Walking through the main tools and finding the best starting point for your goals.
- Troubleshooting setup issues that are hard to explain in writing.
- Reviewing your configuration to make sure everything is working as expected.

## **⚡ Things You Can Try While You Wait**

If you are waiting for a session to be scheduled, these steps may help you make progress or narrow down the issue:

1. Revisit the installation or setup steps for the tool you are using and confirm each one is complete.
2. Clear your browser cache, or try a different browser, if a page is not loading correctly.
3. Take screenshots of any error messages so you can share them with the team.
4. Confirm that your website is live and publicly accessible.

## **❓ Frequently Asked Questions**

**Can I book a session by email or phone?**

No. The live chat widget inside the platform is our only support channel, and it is the fastest way to reach the team.

**Do I need to be logged in to ask for a call?**

Yes. The chat widget is inside the platform, and being logged in lets the team see your account details and help you more effectively.

**Can someone else on my team join the call?**

Yes. If another person manages your website, hosting, or CMS, it is a good idea to have them join so changes can be made during the session.

**What if I need to reschedule?**

Open the chat widget, type **human teammate**, and let the team know as early as possible. They will help you find a new time.

**Is a call always necessary?**

Not always. Many questions can be resolved quickly in chat. The team will let you know if a call would be the faster path.

## **🙋 Need Help?**

If you need further assistance, open the chat widget in the bottom-right corner of the platform and type **human teammate** to be instantly connected with a member of our team.