Troubleshooting
Diagnose and fix common issues with your phone assistant.
Quick triage
Before diving into specific symptoms, run through these five checks:
Is your subscription active?
Go to Billing and Subscription. If the status is not Active, update your payment method and resolve any outstanding balance.
Is call forwarding configured?
Go to Call Forwarding and Phone. Verify your business phone is forwarding to the correct call forwarding number.
Are your hours correct?
Go to Hours and Availability. Confirm the current time falls within your open hours and the time zone is correct.
Are your instructions saved?
Go to Business Info and Instructions. Check that your content is saved (not in draft state).
Run a test
Go to Testing and talk to the AI through the web widget. This isolates whether the issue is with the AI itself or with call forwarding and phone setup.
If a recent change is not reflecting yet, it may be a caching issue. Edit a related setting, save the page again, and then retest. Re-saving often forces the latest configuration to refresh across the system.
Common issues
Possible causes:
- Subscription is not active — check Billing
- Call forwarding is not set up or was removed — check Call Forwarding
- Phone carrier is not forwarding correctly — call your business number from another phone and listen for behavior (ring then voicemail = forwarding not active)
Quick test: Use the Testing page. If the AI responds there but not on phone calls, the issue is call forwarding, not the AI.
Possible causes:
- Outdated or incomplete instructions — update Business Info and Instructions
- POS catalog out of sync — go to POS Integrations and click Sync Catalog
- Ambiguous wording in instructions — the AI interprets literally, so be specific
- Recent changes have not refreshed everywhere yet due to caching
Fix: Update your instructions, save, then test immediately on the Testing page. If the new behavior still does not show up, make a small change, save again, and retest. Ask the specific question that was answered wrongly and verify the AI now gives the correct response.
Possible causes:
- Only one language is enabled and it is not the one you want — check Additional Settings Languages section
- Multiple languages are enabled but intro audio is disabled — without intro audio, callers cannot select a language and the AI defaults to the first language
- Language order is wrong — reorder languages in Additional Settings
Fix: Go to Additional Settings, verify which languages are enabled and their order. If multiple languages are needed, enable the intro audio so callers can choose.
Possible causes:
- No SMS numbers configured — check Notifications
- Phone carrier is blocking automated messages — try a different phone number
- Subscription is not active — check Billing
Quick test: Place a test call (or use the Testing page with Enable Notifications on) and check within 60 seconds.
Possible causes:
- POS connection expired or was revoked — check POS Integrations connection status
- Catalog not synced — click Sync Catalog
- Item not matched — caller used a different name than what is in the POS catalog
Fix: Disconnect and reconnect the POS, sync the catalog, then test an order.
Possible causes:
- Calendar connection expired — check Appointment Integrations connection status
- Minimum lead time too high — callers cannot book near-term slots
- Maximum days out too low — all available dates are excluded
- All slots are occupied on the connected calendar
Fix: Check and adjust booking settings, disconnect and reconnect the calendar if the connection appears stale, then test a booking.
Possible causes:
- Hours page shows you as currently open (time zone issue) — check Hours and Availability time zone
- After-hours audio not configured — go to Additional Settings and check the Outside Business Hours Action and its audio scripts
- Intro audio is disabled — the after-hours audio requires the intro audio system to be active. Enable Call Initial Intro in Additional Settings
Call recordings are generated after the call ends and usually available within 1–2 minutes. If a recording link is empty:
- The call may have been very short (under a few seconds)
- Try again later — recordings occasionally take longer to process
- Check Orders to see if the call record exists but the recording is still processing
- Verify the Take Deposit toggle is enabled on the Business Info & Instructions page (for Restaurant and Retail orgs) or the Appointment Integrations page (for Contractor and Personal Assistant orgs)
- Confirm that Allow Reservations/Appointments is also enabled — Take Deposit only works when appointments are active
- Place a test call and try to book an appointment — the AI should ask for payment information before confirming
- If the AI skips the deposit step, disconnect and reconnect your calendar or POS integration, then test again
- Confirm the override was saved on the Hours and Availability page
- Verify the date matches today (accounting for your configured time zone)
- If you set the override after the business was already marked "open" for the day, place a new test call to trigger the AI to re-check hours
Changing your organization type on the Additional Settings page affects which features are available. For example:
- Switching from Restaurant to Information removes POS and appointment features
- Switching from Contractor to Restaurant shows POS instead of calendar integrations
Your previous settings are not deleted — they reappear if you switch back to the original type. Review your configuration after any type change to ensure everything is set correctly.
Escalating to support
If you have worked through the relevant troubleshooting steps above and the issue persists, you can reach the support team through Profile and Account.
Last updated 1 week ago
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