Most "it is not working" reports come down to the wrong account being selected, a role that does not allow the action, an integration that needs reconnecting, or a feature that is not on the plan. Check those first.
Steps
- Step 1: A page looks empty: check the account selector in the header — you may be in a different account than you expect.
- Step 2: You cannot see a setting or button: check your role. Many setup areas are owner/admin only — see Roles & permissions.
- Step 3: A feature is missing entirely: it may not be included on the account’s plan. An owner or admin can check the plan and usage.
- Step 4: An integration stopped: open its card in Settings and look for a "Reconnect" or "needs attention" state.
- Step 5: Still stuck: note exactly what you were doing, which screen you were on, and any message shown, then contact support.
Common problems
- AI Assistance options are missing.
- AI may not be enabled for the account, the AI provider may not be configured, or the AI usage allowance may be used up.
- A record or list is smaller than a teammate’s.
- Agents and assistants see and export their assigned scope. Owners and admins see the whole account.