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Troubleshooting

Troubleshooting

Start from the visible state: authentication, workspace role, provider authorization, callback intake, automation issue or restricted access.

These guides describe the documented product workflow. Confirm the visible role, connection and permission state in the App before live use.

02 · Safe sequence

Record the route, time and safe visible state without copying message content, tokens or personal data into a support log.

  1. 1

    Identify the first unexpected visible state and stop before retrying a mutation or provider action.

  2. 2

    Record time, route and a safe description of what is visible; redact messages, tokens and customer data. The current UI does not show a troubleshooting ID.

  3. 3

    Check role, access, connection and provider prerequisites in that order.

  4. 4

    Repeat only an action explicitly marked safe to repeat; otherwise use the verified recovery or human escalation path.

03 · Expected result

Expected result

Repeat only an action explicitly marked safe to repeat; otherwise use the verified recovery or human escalation path.

Start from the visible state: authentication, workspace role, provider authorization, callback intake, automation issue or restricted access.

04 · If the expected state does not appear

If the expected state does not appear

Stop before repeating a provider or mutation action. Record route, time and safe visible state—never message content, tokens or customer data.

FAQ

Reviewed 24 August 2026