Introducing the Access Digital Assistant
We’ve made it easier to get help when you need it. While in-product support has been available for a while, the Customer Support Portal is now retiring so every query can be handled directly inside Paycircle. The Access Digital Assistant offers quick, helpful answers right in your workspace, and if the assistant can’t resolve your issue, it will seamlessly hand things over to our human support team.
⚠️Important: The Access Digital Assistant is only available to named Support Contacts in your company. If you are not a named Support Contact, you may still have access to the assistant, but it may not be the same experience as described in this article.
You can find the Access Digital Assistant for Paycircle here 👇
What is the Access Digital Assistant?
The Access Digital Assistant provides quick, automated answers to help you resolve questions efficiently. It can guide you through troubleshooting steps, offer tailored suggestions, and surface relevant help content.
Key benefits
✨ Instant answers: Get immediate support for common questions.
📚 Direct help access: Jump straight to relevant help content.
🌙 Available 24/7: Get support whenever you need it.
🤝 Easy escalation: Move smoothly to human support when required.
📌Note: If you need to speak to the support team outside normal hours, the Access Digital Assistant will pass your query to the team, and they'll respond as soon as they're back online.
Use the Access Digital Assistant
To use the Access Digital Assistant within Paycricle, watch the video or follow the steps below.
In Paycricle, click the Access Digital Assistant
icon.Click Ask a question, then enter your query.
Review the guidance or open the suggested articles.
Let us know if it answered your question, or if you need further help.
Best practices for asking questions
Here are some tips on how to ask questions that will get you the best answers:
Use the assistant within the product you need help with; guidance is tailored.
Keep questions short and clear.
Rephrase or break down complex issues if needed.
Start a new conversation for unrelated topics.
Avoid overly specific, personal-data-focused queries.
Examples
❌ Not recommended: Has John Doe logged in today?
✅ Recommended: How do I check user login history?
Provide feedback
At the end of your conversation, the Access Digital Assistant will ask whether your question was answered. Your feedback helps us improve both the assistant and your overall support experience. It also ensures you’re routed to human support when needed.
View support tickets
If the support team have logged a ticket to investigate your query further, you can check its progress at any time. To view the status of your ticket, follow the steps below:
📌Note: If you don’t see the Tickets icon, you don’t have any tickets.
In SelectHR, click the Access Digital Assistant
icon.Click the Tickets
icon.Here you can:
Review: Select the ticket.
Reply: Select a ticket, then, at the bottom, type your message.
Download the transcript: Click the three-dot menu, then click Download transcript.
Further support
Your Customer Success Plan determines which support channels are available to you:
Named support contacts on any Customer Success Plan level can use the Access Digital Assistant.
Customers on a Standard or Premier Customer Success Plan may have access to additional support channels.
🤓Tip: If you’re not a named contact, your internal named contact can interact with the Access Digital Assistant on your behalf.
Our Account Support Experience
If you have queries about your account or contract with The Access Group, you can use our Account Support experience for support on a range of topics, including:
Obtaining invoices and account statements.
Making remittances.
Understanding the account reconciliation process.
Setting up a direct debit.
Managing purchase orders and invoices.
Requesting company name changes.
Updating addresses or contact details.
Make a complaint.