Troubleshooting and support overview

Overview

Troubleshooting and support is the entry point for users who are blocked, confused, or trying to decide where to look next. This section should route users to the product area that owns the issue rather than duplicating every setup article.

Use this page to narrow the problem: account access, onboarding, channels, AI behavior, billing, orders, calendar, or workspace context.

Start with the owning area

Most issues are easier to solve when you start from the product area that owns the behavior:

Problem	Start here
Cannot find setup flow	Open the onboarding wizard
AI behavior is wrong after launch	Edit your setup from AI Config
Channel is not connected	Channels and integrations overview
Usage or plan limit is confusing	Usage and message limits
Payment or subscription question	Billing and subscription management
Appointment availability is wrong	Calendar overview
Order flow is wrong	Orders overview
Product catalog upload, search, or stock looks wrong	Products overview
Account or sign-in issue	Manage sign-in and password

Check workspace context

If data appears missing, first confirm you are in the expected organization or workspace. Workspace context can affect dashboard metrics, CRM conversations, orders, calendar settings, AI Config, and billing context. See Understand organizations and workspaces.

When to contact support

Contact support when the docs do not resolve the issue, when a destructive account action is involved, when billing state appears incorrect, or when a connected channel/integration needs manual review.

Include enough context for support to diagnose the issue:

• Your account email
• The organization or workspace affected
• The product area involved
• The steps you tried
• Screenshots or exact error messages when available
• Approximate time the issue occurred

Related docs

Use this page with Settings overview, Open the onboarding wizard, Channels and integrations overview, and Products overview.