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Hi there @rjallan2020! It looks like @Lourdes-Fernandez has done a great job guiding you on this, so the only thing I'd like to add is how to speak to an agent through the Assistant:
Once you do that, you'll be prompted with the option to connect with a live agent for support. Without typing and entering the prompt above you'll be given links to other helpful resources.
Let me know if you have other questions and I'll be here to give you a hand. Take care.
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