TakePublic

Get help and support

Use the help widget for articles, AI answers, and messages to the TakePublic team.

Help widget
The in-app help widget with ask a question, report a bug, and request a feature shortcuts above a help article search
The help widget, from the button in the lower right corner. Ask a question, report a bug, request a feature, or search these articles without leaving the app.

Open the help widget

A floating help button sits in the lower-right corner of every page.

  1. Select the Help button to open the widget.
  2. Open Home and choose a collection, or search by keyword.

Ask a question

Answers from TakePublic's AI assistant are grounded in help center articles. Source links appear under each reply so you can read the full article.

  1. Select Ask a question to start a chat.
  2. Select Talk to the team on any AI reply when you need a human.
Note

The assistant cannot give legal advice.

Message the team

The Messages tab holds your support threads. Replies land in the widget and by email, so you can continue from either place.

Attach screenshots or working documents in PDF, CSV, TXT, Excel, or Word format, up to 6 files at 10 MB each.

Report a bug or request a feature

Each form asks which part of the product is affected, with an optional product-area dropdown.

  1. Select Report a bug or Request a feature on the widget home.
  2. Add steps to reproduce for a bug, or describe how you handle the problem today for a feature request.
  3. Attach files as needed and submit the form.

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Find your way around

Dashboard layout, Cmd+K search, the getting-started checklist, and notifications.

Still need help?

Sign in and open the Help widget from the lower right corner to message the team. Replies land in the app and by email.

TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.