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Troubleshooting

Get a job working the way you want

Friendly, practical steps for connections, meetings, approvals, and results that need an adjustment.

Product Guide explains what you can do with Workforce AI. Docs show you how, and the Help Center has quick account help.

Most issues are easy to narrow down once you check the assignment, the connection, and where the work currently sits.

The result needs an adjustment

Tell the employee what you expected and point to the part you want changed. Specific feedback such as “use the customer’s latest price from Salesforce” or “make this half as long” is more useful than starting the request again.

If the job repeats, add that preference to the employee’s instructions.

A connected tool is not responding

Open Integrations in the dashboard and confirm that the correct account shows as connected. If the provider asks you to reconnect, complete its sign-in flow and try the job again.

For a file, calendar, inbox, or workspace, also confirm that the connected account can open the item directly.

The work is waiting for you

Open Approvals when a draft is ready but the change has not appeared in the connected tool. Review the proposed action and approve or deny it.

A Zoom meeting needs attention

Confirm the meeting link and scheduled time. When someone else hosts, ask the host to approve Zoom’s recording request after the AI employee joins. For group conversations, call on the employee by saying “Hey” followed by its name.

Need help with something?

Open the Help Center for step-by-step setup and account help. If you contact support, include the approximate time, the AI employee’s name, the connected tool, and a screenshot when helpful.

Never include a password in a support message.