Troubleshooting
Resolve common access, setup and workflow problems safely.
On this page
I cannot sign in or my session expired
Use normal Sign in, confirm your email if requested and use Forgot password when needed. Pause repeated retries after a security limit. Do not copy tokens, bypass sign-in or share credentials.
I cannot see a workspace, lead or conversation
Confirm the selected workspace and filters. Check that you accepted the invitation using the intended email. Ask the owner to verify membership. Missing access is not repaired by changing a link.
I cannot add a property or invite a teammate
Check Billing’s current plan and the existing property or active-seat count. Seats include the owner. A downgrade preserves records but can block additional creation or acceptance beyond Free limits.
My credits are exhausted or Marketing is not Ready
Check the shared credit pool and next UTC monthly reset. For Marketing, resolve the displayed missing property/profile information and confirm safe facts. A Ready profile still needs the appropriate role and credits. If output is rejected, review unsupported claims and wait before retrying a limited request.
My payment failed or my plan changed to Free
Payment required does not mean paid. Update payment details using Billing’s supported action. Valid failure grace lasts seven calendar days; unpaid expiry can return access to Free without deleting your data. Contact support if the resulting status seems incorrect.
An automation or integration did not work
Check active status, eligible booking status/date, approval, credits and channel setup. Scheduled lead follow-up is unavailable. A managed/configured integration badge is not connected-delivery proof. Check run history and contact support with safe context.
A notification opened unexpectedly
Confirm the workspace, membership and referenced record. Read-state failures remain unread. Open the relevant page from the sidebar instead of editing a protected link. Report persistent mismatches to support.