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Help center

Search our help center to get started and learn about Unless and how to use AI assistants in customer success.

Strategic planning

Before making a buy decision, consider the business case for AI.

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AI zone

Learn how to train and configure your AI to make the best of it.

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Components

Learn how to add and edit various components for better experiences.

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Audiences

Learn how to group your visitors into audiences, also known as segments.

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Customer data

Integrate third-party services and expand your segmentation options.

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Measure success

Learn how to analyze your goals, track results, and make the most of your visitor personas.

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Frequently asked questions

The Unless help center provides guides and best practices for configuring AI assistants, training your AI, connecting integrations, and monitoring performance. You will also find articles on privacy, governance, and how to use Unless to support customer success across acquisition, retention, sales expansion, and support.

The help center is designed for AI managers, customer success and support teams, digital and product owners, and technical admins. Each section focuses on a different role, from hands-on configuration and content management to integration setup and strategic planning for AI in customer success.

If you are new to Unless, start with the getting started and AI overview articles, which explain how to connect your content, configure your first assistants, and launch a small use case. From there, you can explore sections on integrations, quality control, and strategic planning to expand AI across more customer journeys.

You can train and configure AI assistants by selecting trusted sources, defining prompts and guardrails, and adjusting behavior in the dashboard. The AI-related help articles walk you through grounding content, reviewing conversations, managing tasks, and tuning assistants for different lifecycle stages and audiences.

To connect Unless to your existing tools, such as CRMs, ticketing systems, knowledge bases, or portals, follow the integration guides in the help center. These articles explain prerequisites, authentication, data scopes, and how to use connected systems inside AI assistants, team co-pilots, and workflows.

You can view AI performance in the insights and performance sections of the dashboard, which are documented in the help center. These guides show how to track usage, deflection, satisfaction, and business impact, and how to use this data to improve experiences across acquisition, retention, expansion, and support.

The help center includes articles on security and privacy considerations, data locations, cookies and tracking, and how AI uses customer data. These resources explain how to configure Unless in a way that supports GDPR, DORA, and EU AI Act requirements while still delivering useful AI assistance.

If you cannot find the answer you need, you can reach out to the Unless team using the contact options in the help center or on the contact page. Depending on your plan, you may also have direct access to an account manager or customer success contact who can help with product questions and new AI use cases.