| Problem |
What to do |
| No Processes menu |
Ask ImpactPilot to enable the feature. |
| Can't create or edit processes |
You need the Admin or Manager role (Settings > Users). |
| Only some customers visible |
Users see only customers they own. |
| Customer missing from a process |
Check they match the segment. Changes can take up to an hour to show. |
| Customer disappeared from a process |
They no longer match the segment. Their completions and points are kept. |
| One-off window didn't restart after rejoining |
Expected: customers keep their original start date. |
| AI missed an activity |
Check the engagement is logged on the right company, the channel is included, and the approvals list. Or complete it yourself. |
| AI completed something that didn't happen |
Click Undo. If it recurs, ask your admin to sharpen the detection prompt. |
| Can't change a status |
Only occurrences whose period has started can be changed. |
| Points dropped |
A completion was reversed or undone, a process was deleted, or a frequency was lowered (section 10). |
| Not in the ranking |
Ask an admin to turn on your Leaderboard setting. |
| Rejected suggestion came back |
The AI found new evidence. Review it again. |
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