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Reference

Troubleshooting

Fix sign-in, app links, missing tools and connection status without exposing credentials.

The Connect button is unavailable

Your workspace’s connection service or your access may still need configuration. Ask your administrator to check the app’s setup status. Do not work around it with a different person’s credentials.

Access is approved, but verification is waiting

Finish authentication in the assistant, enable the Orion server if your client asks, and request an Orion read such as “Show my campaigns.” Then use Check connection.

Orion verifies successful tool access, not just consent or a ping. If a client reports a different name, inspect Your connections. A successful request from an unrelated existing agent does not finish a new setup flow.

A tool or action is missing

Available tools depend on your granted access, workspace mode and actual connected capabilities. Approving or activating outreach and provider sends are not part of the standard agent draft tools.

If a channel is connected but an action is unavailable, check its account type and capability status. Do not substitute a generic raw API call for a permission the app has not granted.

A save or action was interrupted

Check the current record and action status before repeating it. A draft may already have been saved even if a client stopped waiting. For uncertain external actions, let the app reconcile the outcome rather than retrying blindly.