Sign in
”Invalid verification code”
The code expired. Request a new one and enter it promptly.I can’t reach the app
Check your network connection and confirm you have the correct app URL. If the problem persists, contact your admin.Session expired
Sign in again. Sessions expire after a period of inactivity.Review and jobs
The Review page is slow or not loading
On Review, use filters to narrow the list: Filter → Assigned to me, Job Status, Project, or a date range. A large unfiltered queue can be slow to load.A job isn’t showing up
Check your active filters — Assigned to me or Job Status may be hiding it. Click Clear all to reset.Save Pending is unavailable
Accept or Ignore every pending row in intake before clicking Save Pending.A job shows no pending rows but I expected captures
Either it’s already been reviewed or the agent didn’t capture anything. Check the job status and the transcript or messages section for context.Outbound and calls
A call didn’t connect
- Verify the phone number is correct
- Confirm your org has telephony configured (ask your admin)
A call connected but there was no audio
This is typically a configuration issue. Contact your admin.CRM updates
”Manual Salesforce updates not allowed from this environment”
Some environments restrict this for safety. Contact your admin.Salesforce update failed
Common causes: incorrect field mapping, a permissions issue, or the Client File is locked. Check the error message and contact your admin if needed.CRM data isn’t loading on a job
Ensure the Client File has a valid CRM ID. Try refreshing the page. If the issue persists, contact your admin.Getting help
- Use the help button in the lower-right corner of the app (when your org has it enabled).
- Contact your organization admin.