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My integration shows “Broken” status

Cause: The authorization for the integration may have expired or been revoked. Fix:
  1. Go to Settings → Accounts.
  2. Find the integration showing the broken status.
  3. Click Reconnect to re-authorize the connection.
If reconnecting does not resolve the issue, try removing the integration entirely and adding it again.

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Emails are not being sent

Cause: There are several reasons why emails may not be sending. Fix: Check each of the following:
  1. No verified domain — Go to Settings → Email Service and verify your domain by adding the required DNS records.
  2. No configured senders — Add at least one email sender using your verified domain.
  3. Sending window restrictions — Check if your sending window is too narrow or if “business days only” is enabled, which may delay delivery.

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I cannot invite more team members

Cause: You have reached the seat limit for your current plan. Fix: Upgrade your plan or increase your tier to add more seats. Go to Settings → Plans to review your options.
You can check your current seat usage under Settings → Billing & Usage.

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My dashboard is not showing data

Cause: There are several reasons a dashboard may appear empty. Fix: Check each of the following:
  1. No data source connected — Make sure you have connected your billing provider or another integration first.
  2. Time range too narrow — Try expanding the time range selector to cover a wider period.
  3. Filters too restrictive — Review the filters on your reports and make sure they are not excluding all data.
  4. Data still syncing — After connecting a new integration, data may take some time to fully import. Wait a few minutes and refresh.

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I cannot delete a view

Cause: System-generated default views cannot be deleted. Fix: You cannot remove built-in default views. Instead, create a custom view with your preferred settings and use that as your primary view.

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Records are not appearing in board view

Cause: The board view requires a Stage property to organize records into columns. If no Stage property exists on the object, records will not appear. Fix:
  1. Go to Settings → Data and select the relevant object.
  2. Add a Stage property if one does not already exist.
  3. Return to the board view and select the Stage property for column grouping.

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My Stripe data is not syncing

Cause: The Stripe connection may have expired or the initial sync is still in progress. Fix:
  1. Go to Settings → Accounts and check the status of your Stripe connection.
  2. If the status shows Synchronizing, the initial import is still in progress. This can take a few minutes for large datasets.
  3. If the status shows Broken, click Reconnect to re-authorize.
  4. If the status shows In Sync but data seems missing, check that your Stripe account contains the expected customers and subscriptions.

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Moment actions are not firing

Cause: There are several reasons moment actions may not be triggering. Fix:
  1. Check that the moment’s actions are enabled (the toggle should be on).
  2. Verify that accounts are currently in the moment by clicking the account count.
  3. Check that the action steps are configured correctly (e.g., email template selected, Slack channel chosen).
  4. If using Slack or Attio actions, verify the integration is connected in Settings → Integrations.
  5. Check step delays — actions with delays will not fire immediately.

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I connected Stripe but see no accounts

Cause: The initial sync may still be in progress, or your Stripe account may not have any customers. Fix:
  1. Wait a few minutes for the initial sync to complete. Check Settings → Accounts for the sync status.
  2. Verify that your Stripe account contains customers with active subscriptions.
  3. Make sure you authorized the correct Stripe account during the connection flow.

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Slack messages are not being sent

Cause: The Slack integration may not be connected or the channel configuration may be incomplete. Fix:
  1. Go to Settings → Integrations and verify Slack shows as connected.
  2. Open the moment or automation and check the Slack step configuration.
  3. Verify a channel is selected and the message template is not empty.
  4. If Slack was recently connected, try refreshing the channel list.

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My webhook is returning errors

Cause: The external endpoint may be unreachable or returning error status codes. Fix:
  1. Verify the webhook URL is correct and accessible from the internet.
  2. Check that the HTTP method matches what the external service expects.
  3. Verify the request body is valid JSON if the endpoint requires it.
  4. Check that any required headers (such as authentication tokens) are configured correctly.
  5. Test the endpoint independently using a tool like curl or Postman to confirm it works.

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Email open rates seem unusually high or low

Cause: Open tracking relies on pixel loading, which can be affected by email clients. Fix: Open rates may appear inflated due to email clients that pre-load images (like Apple Mail Privacy Protection), or appear low if recipients have image loading disabled. Focus on click rates and reply rates as more reliable engagement indicators.