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Troubleshooting

Fixes for the most common problems, including missing buttons, unavailable AI actions, demo workspace limits, and integrations that stopped syncing.

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Troubleshooting

Overview diagram. The text on this page has the exact steps and permissions.

System Ready
Overview diagram. The text on this page has the exact steps and permissions.

Start here

Most problems come down to one of four things: you're in a different organization or demo workspace than you think, your role doesn't allow the action, your plan doesn't include it, or the action needs a recent sign-in. Check those first.

Quick checks

  • Check the workspace switcher. Are you in the organization you expect?
  • Is there a demo banner at the top? Some actions are sandboxed in demo workspaces.
  • Does your role or access profile allow this action? See Team and access.
  • Does the action need a recent sign-in or MFA? See Account security.

Common problems

A button is missing or disabled

Open its ? hint if it has one. It usually names the missing role, plan feature, or sign-in check.

An AI action is unavailable or failed

Check AI access, the active skill, and the generation source selected in AI settings. Hosted AI needs credits; BYOK needs a valid provider key. The run's error is in Agent activity.

Time is missing from an invoice import

It may already be on another invoice, be linked to a different client, or be a work log that needs reconciling. The import preview lists excluded time separately.

A reminder didn't send

Paid and canceled invoices can't get reminders. Failed sends are recorded in the invoice history with the reason.

Demo preview, convert, or discard is unavailable

These are owner-only. Make sure you're the owner and the workspace is still marked as a demo.

An integration stopped bringing in messages

Reconnect it from Settings → Integrations or your account profile. Ask an admin if it's a shared connection.

I can't see a client portal project

Portal clients only see projects they've been granted. An owner or admin can grant access from Organization admin → Client portal.

Billing problems

For problems with invoices you send, check the invoice status, balance due, due date, and reminder history on the invoice. For problems with paying for Flopinio, an owner can check the subscription in Settings → Billing.

FAQ

How do I contact support?

Email [email protected] with what you tried, what you expected, and what happened.