Troubleshooting

Frequently Asked Questions

Does the Agent Send Emails Automatically?

No. Every email requires your explicit approval before it is sent. The agent drafts, runs the compliance review, and posts the draft to you. You read it, make any edits, and then approve. The send only happens after you click Approve.

Can I Ask for More Than One Subject Line Option?

Yes. After the initial draft is posted, ask the agent to regenerate the subject with a direction ("try a question format" or "lead with a number"). It will offer a set of alternatives without changing the body. Pick the one you want and the draft updates.

What Does "grounded on" Mean in the Draft Card?

The agent draws on the brand's playbook and voice guidelines, plus your verified Proof Points, when writing each draft. The "grounded on" note in the approval card lists which of those sources it used. This tells you the draft reflects that brand's approved positioning and only claims you have cleared as citable, not generic or invented copy.

Does the Agent Manage Recipient Lists?

No. You supply the recipient list when you request a send (either a named segment you have configured or a list you provide). The agent does not build, deduplicate, or store audience lists. Future HubSpot list integration will allow you to pull lists by name.

Can I Use the Agent for Drip Sequences?

You can request individual drip steps by specifying the step number and the prior-step context. Full multi-step sequence orchestration (automatic progression from one step to the next on a schedule) is not yet available. Each step is drafted and approved individually.

Why Does the Body Always End with a Name, Not "The Team"?

The agent's voice guidelines treat emails as coming from a person. "The Team" as a signoff is flagged as a pattern that reduces reply rates and trust. The signoff name comes from your brand configuration; if it is not set, ask your administrator to configure the email_signoff field for that brand.

Common Issues

The Draft Was Blocked and I Do Not Know Why

What to check:

1. Look at the notification in the agent's channel. It will name the specific flag type and the part of the draft where the issue appeared.
2. If the flag mentions a claim (performance figure, comparative claim, time-pressure language), ask for a redraft that removes that element.
3. If the flag mentions missing unsubscribe or address information, your administrator needs to configure the email footer for that brand before any draft for that brand can be approved.
4. If the message says the draft is "blocked pending compliance review" without a named flag, the compliance system encountered an error. Contact your administrator.

The Draft Does Not Sound Like the Client's Brand

What to check:

1. Confirm the request included the correct client name. If the agent drafted for the wrong brand, ask for a new draft and specify the brand clearly.
2. Check whether the brand's voice settings are configured. If the draft sounds generic, the brand may not have a voice profile set up yet. Ask your administrator to configure voice, tone, and sign-off style for that brand.
3. If the tone is close but specific word choices are off, use the Edit button to open the draft in the web app and adjust the body directly. You can also ask the agent to revise with a specific direction ("make it warmer" or "remove all exclamation marks").

The Send Failed After I Approved

What to check:

1. The notification will include a failure reason. The most common cause is that the email connection is not configured for your account. Contact your administrator to verify the email connection is active.
2. If the connection is active but the send still failed, ask your administrator to check the connection credentials.
3. Once the issue is resolved, you can resend the approved draft by asking the agent in Slack.

The Approval Card Disappeared Before I Could Act on It

What to check:

1. Open the app and look in your Work Queue. Every draft waiting on you appears there, so you can approve, edit, or skip it even if the Slack card is no longer interactive.
2. You can also open the email drafts section of the app. All drafts, including ones with pending approval cards, are listed there with their current status.
3. If your agency has turned Slack off, no Slack card is posted in the first place; the Work Queue and the email drafts page are where every draft waits for you.

The Agent Is Not Responding to My Request

What to check:

1. Confirm you are posting in the correct channel (the Marketing Email channel, not a general channel).
2. Make sure your message includes @Agenteous at the start.
3. If the agent has not responded after several minutes, contact your administrator to check the service status.