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Troubleshooting and support

Identify common setup errors and give support enough safe context to help.

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Purpose

Identify common setup errors and give support enough safe context to help.

Before you begin

The failing screen or action, approximate time and a redacted error description.

Steps

  1. Record the page, visible status, approximate time, and action that failed without including private content.
  2. Check installation, connection, plan access, permissions, approval states, and provider-key validation.
  3. Retry only after the visible state is known; contact support when a pending or failed state persists.

Expected result

You have narrowed the affected step and collected useful context for support.

Common problems

Do not send tokens, verification codes, transcripts or recordings. Distinguish an unavailable control from a provider rejection.

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