Get help in the context of your work.
An answer that starts with the screen and record in front of you.
Ask why an order is on hold or how to correct an entry. Cobalt Support uses the permitted details of your setup to explain the issue and guide you through the next step.
Ask about the issue, without rebuilding the story.
Support can connect the question to the record, settings and relevant guidance. Your team can review the explanation and choose how to proceed.
Why can’t I approve this order?
Support checks the record and the relevant configuration before explaining the hold.
Cobalt SupportIllustrative records| Check | Evidence | Result |
|---|---|---|
| Order status | Awaiting approval | Approval is still required |
| User role | Sales user | No approval permission |
| Approval rule | Assigned approver | Route to the responsible person |
The order needs the assigned approver.
Support explains the configured rule and the next step. It does not grant access or approve the order on the user’s behalf.
Answers about your system
“Why is this order still on hold?” gets the reason from that order: the credit check, the missing date or the line that cannot be allocated.
It tests before it replies
If the records do not explain it, it repeats the step on a copy and shows you what happened. You see what your system actually did.
Handover keeps the context
When a person is needed, they get the records, the steps taken and what has been ruled out. You do not have to explain it twice.
It writes down what it learns
Once a problem is solved, the next person who asks gets the answer straight away, in the terms your business uses.
Support can look, but it cannot change your records.
Support answers and explains. Any fix that would change a record goes through the same approval as everything else. It has no special access to your data.
- It sees what you can see — it cannot open records the person asking is not allowed to see.
- It cannot change anything on its own — a fix it suggests is prepared and waits for approval, like any other agent action.
- Tests run on a copy — never on your live data.
- Every answer shows its sources — you can open the records it used straight from the answer.
- Passing it to a person keeps the history — whoever picks it up sees everything so far.
What support costs.
Optional AI support software has a monthly starting price on top of your plan. It does not replace the human support already included with your subscription. Prices are in EUR and exclude VAT; confirm the final scope before ordering.
| Plan | Plan price | Monthly, from |
|---|---|---|
| Growth | From €599/month | from €249/month |
| Scale | From €1,499/month | from €599/month |
| PremierMost popular | From €3,499/month | from €1,499/month |
| Enterprise | From €9,499/month | from €3,499/month |
Related pages.
Frequently asked questions.
Is this a chatbot that searches help articles?
No. It reads your actual records. “Why is this order on hold?” is answered from that order, for example the credit check, the missing date or the line that cannot be allocated, with links to the records it used.
Can the support agent change my data?
No. It reads and explains. Anything that would change a record is prepared and waits for the same approval as any other agent action.
What happens when it cannot answer?
It passes the question to a person, along with the records, the steps already taken and what has been ruled out. You do not have to explain the problem again.
Is support included in my plan?
Priority support is included from Growth, with an agreed support SLA from Scale. Premier and Enterprise also include an account manager. See pricing. AI support is an optional add-on on top of that.
Stop explaining your setup to support.
Answers come from your own records. When a person is needed, they already have the history.
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