Troubleshooting common problems

Most issues can be resolved quickly by confirming permissions, workspace context, and workflow state. Use a consistent checklist so your team solves problems faster and avoids repeated interruptions.

• Invite not received or invite expired.
• Cannot access analytics due to role restrictions.
• Device appears offline or unavailable.
• Meeting appears captured but notes are delayed.
• Action items not visible after meeting processing.
• Export/report action does not complete as expected.

1. 1. Confirm you are signed into the correct workspace and account.
2. 2. Check whether your role has access to the requested feature.
3. 3. Refresh the view and retry the exact action once.
4. 4. Verify whether meeting/device status indicates processing delay.
5. 5. If unresolved, capture timestamp, page URL, and visible error text.
6. 6. Contact support with reproducible steps and a screenshot.

• Use one standardized internal troubleshooting checklist.
• Separate access problems from processing-delay problems early.
• Avoid repeated retries without new checks.
• Include exact error wording when escalating.
• Review recurring issues weekly to improve team workflows.

When escalating, share only relevant operational context. Keep internal processes consistent so support can triage quickly and your team can return to execution.