Documentation

Troubleshooting

Most issues come from source access, location scope, missing recordings, or unclear review standards. Use these checks before opening a support request.

No calls are showing

  • Confirm the correct account and location are selected.
  • Check that an incoming source is connected and active.
  • Run a sync from Integrations and review the latest sync result.
  • Clear date, search, and review-status filters on the Calls page.

A source stopped syncing

Test the connection from Integrations. If the test fails, provider credentials may have changed or lost access. If the test passes but calls are still missing, check the sync history for import counts and errors.

A call is hard to classify

Use Needs review when the transcript, recording, or business context is unclear. Add notes so the next reviewer can see what made the call ambiguous.

What to include in a support request

  • Account name and location.
  • Provider or source name.
  • Affected call, sync, or date range.
  • What you expected to happen and what happened instead.