## **👋 Overview**

Congratulations on setting up your Search Atlas agency account! Agency accounts often come with extra onboarding needs, such as managing multiple client projects, adding team members, and setting up reporting. Many customers want to talk to a person early on. This article explains how to reach the right member of our team quickly.

## **💬 The Fastest Way to Reach a Person**

All account support, including requests to speak with your account manager, goes through the live chat widget inside the platform. Here is how to use it:

1. Log in to your Search Atlas account.
2. Look for the chat widget in the bottom-right corner of the screen and click it to open.
3. Type **human teammate** in the chat.
4. You will be instantly connected with a member of our team.
5. Tell them you have an agency account and would like to speak with your account manager.

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

A little detail up front helps our team route your request correctly and avoids back-and-forth. When you connect with a teammate, try to include:

- **Your name and company name** as they appear on your account.
- **The plan you purchased**, for example your agency plan.
- **The reason you want to reach your account manager**, such as onboarding help, billing questions, or setting up client projects.
- **Any deadlines** you are working toward, such as a client launch date.

## **🧭 What Our Team Can Help With**

Your teammate can confirm what support is included with your agency plan and make sure your request reaches the right person. Common requests for agency customers include:

- Getting started and setting up your account for multiple clients.
- Adding or managing team members and their access.
- Questions about plan features, limits, and usage.
- Billing and subscription questions.
- Guidance on reports and client-facing deliverables.
- Troubleshooting issues with a project or tool.

## **⏱️ What to Expect After You Reach Out**

Once you type **human teammate**, a member of our team will pick up your conversation. If your question needs a specialist or your assigned contact, they will let you know the next steps. Keeping the conversation in the chat widget means your request and its history stay in one place, so you do not have to repeat yourself.

## **🚀 Tips to Get Started While You Wait**

If you want to make progress right away, these steps can help:

- **Complete your profile and workspace settings** so your account is ready for client work.
- **Create a project for each client** to keep data and reports organized.
- **Invite your team members** so everyone can access the platform.
- **Browse the Knowledge Base** for step-by-step guides on the tools you plan to use most.
- **Write down your questions** so you can cover everything in one conversation.

## **❓ Frequently Asked Questions**

**I just purchased an agency account. Who do I talk to first?**

Open the live chat widget in the platform and type **human teammate**. Mention that you have an agency account and would like to be put in touch with your account manager.

**Can I find my account manager's contact details in the platform?**

The live chat widget is the single place to reach our team. Ask a teammate through the chat, and they will help with your request or connect you with the right person.

**Do I need to describe my issue before I am connected?**

No. Simply type **human teammate** and you will be connected. Once connected, share the details of your request so the team can help efficiently.

**What if I do not see the chat widget?**

Make sure you are logged in and on a page inside the platform. Try refreshing the page, and if you use an ad blocker or browser extension that hides chat tools, temporarily turn it off. Then look again in the bottom-right corner.

**Can my team members reach out on my behalf?**

Yes. Anyone with access to the platform can open the chat widget. For account or billing matters, it helps if the account owner is involved or confirms the request.

## **🙋 Need More 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.