Say what you’re doing
Name the feature and the task. “I’m editing my Emergency fund goal” gives a helpful starting point.
CHAPTER 05 OF 06 / Stay connected
Keep the conversation going.
Find your Fortesan conversation and know where to look for replies.
FIRST, A LITTLE PERSPECTIVE
A short film.
A clearer start.
Prefer to read the film? +
A useful conversation starts with a little context. Open Messages and tell the Fortesan team what you're trying to do. For example: I'm updating my emergency fund. Where do I change the saved amount? That gives someone a clear place to start. Keep passwords and card details out of your message. Your conversation stays inside your workspace, so come back to Messages to check for replies. Email notifications aren't enabled yet. Next, we'll look at what makes a question easy to answer.
Watching is optional. Learning is yours.
THE IDEA, IN A FEW WORDS
A little context goes a long way.
The easier your question is to understand, the easier it is for someone to help you take the next step.
Ask the next question
Explain what you need, such as where to update the saved amount. Leave passwords and card details out.
Come back for replies
Your conversation lives in Messages inside your workspace. Email notifications for messages aren’t currently enabled.
A SMALL MOMENT TO TRY IT
Pick the clearer question.
Which message gives the Fortesan team the most useful context?
Choose an answer to explore the idea. You can try again.
This is a learning example. Nothing is saved to your financial workspace.
ONE THING TO TAKE WITH YOU
Feature + task + question. That’s a useful message.
Check Messages inside your workspace when you’re waiting for a reply.
CHAPTER 05 / STAY CONNECTED
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FORTESAN / THE FIELD GUIDEPAGE 1 OF 4