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For support, email support@trycollate.ai.

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What support covers

Use your Collate support contact for:
  • implementation and integration questions
  • production issue triage
  • request debugging
  • workflow clarification

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What to include in a request

To speed up triage, include:
  • environment: sandbox or production
  • affected endpoint or workflow step
  • authorization ID, if one exists
  • submission-attempt ID, if one exists
  • approximate timestamp of the issue
  • sanitized request or response details
  • a short description of expected versus actual behavior
1

Check self-service guidance first

Review Troubleshooting, Quickstart, Authorization lifecycle, and the API reference for the relevant workflow.
2

Collect the core identifiers

Capture the environment, authorization ID, submission-attempt ID, and any relevant timestamps before you escalate.
3

Share a concise issue summary

Include the impact, the affected workflow step, and the smallest sanitized example that reproduces the problem.
4

Work through next steps

Collate will use your established support channel to coordinate debugging and next actions with your team.

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Tips for faster troubleshooting

For the fastest resolution:
  • keep environment details explicit
  • avoid sharing unsanitized PHI or credentials
  • include exact resource IDs instead of screenshots alone
  • reference the relevant documentation page when possible