---
title: The Help Button
description: "Every Casework screen has a **Help** button. It opens the AncestorPress Support Copilot, which answers questions about using the plugin from documentation matched to your version. It is optional and read-only: it cannot change anything on your site. ## Turning…"
url: "https://www.ancestorpress.com/docs/cw-help-button/"
updated: "2026-10-05"
category: AncestorPress Casework Manager
---

# The Help Button

Every Casework screen has a **Help** button. It opens the AncestorPress Support Copilot, which answers questions about using the plugin from documentation matched to your version. It is optional and read-only: it cannot change anything on your site.

## Turning it on

The first time it is opened, a user who can manage casework is asked to accept its privacy notice. Nothing is sent before then. The acceptance is recorded for the whole site and can be withdrawn on **Casework → Support**.

## Who answers

- **With an AI provider connected** in WordPress (Settings → Connectors), that provider answers, at your own cost. Your question stays between your site and your provider; the AncestorPress support service is asked only for the matching documentation.
- **With no AI provider**, the AncestorPress support service answers a few questions a month itself, free, once the site is connected through the Freemius opt-in or a support token.

## What it sends

Never your clients' information: no name, contact detail, intake answer, note or file. To help with a question it may send counts - how many clients, engagements, intake forms and files you have - and settings such as your retention period, upload limit and whether your upload folder is closed to the web.

## The Support screen

**Casework → Support** holds the support token, if AncestorPress has given you one, the support endpoint (leave it alone unless asked), which mode is answering, and the privacy consent.

## Talking to a person

With a licence or support token, the assistant can open a support ticket for you. On the free plan there is no ticket form; help from a person is on the WordPress.org support forum.