Troubleshooting

Frequently Asked Questions

Why is there no draft in Gmail?

Sales Assistant writes to Gmail only after someone clicks Approve on the Slack card, and it writes to the Drafts folder of the mailbox it writes from. Until then the draft exists only on the card and as text on the Sales page, where the row reads "Draft text ready (no Gmail link yet)".

Does Sales Assistant ever send an email?

No. Approving puts a draft in Gmail. You open it and send it yourself.

How often does it run?

Once each weekday at 10 am, plus whenever someone clicks Scan Now. It does not run on weekends.

Can I ask it in Slack to scan or redraft for a company?

No. Typing to it in Slack is plain conversation. To scan, use Scan Now in the app. To change a draft, click Redraft on its card.

Why did I only get three cards?

Each run drafts at most three new signals. The rest are picked up on the next run.

Why is a prospect I spoke to last week not flagged?

Anyone you touched in the last 14 days in any channel is skipped on purpose.

Why does the card footer say redline?

Brand checking is off by default, and with it off the footer can show that note. It is not a finding about your draft. See Notifications.

Common Issues

A Row Shows No Gmail Link

1. Find the card for that prospect in the Sales Assistant channel in Slack.
2. Click Approve. The Gmail draft is created and the row gains Open in Gmail.
3. If your agency does not use Slack for this agent, ask your administrator to turn Slack delivery on. The app cannot approve a draft.

Approve Says It Needs a Different Approver

Separation of duties applies to outbound email, and you own the mailbox the draft is written from, so you cannot approve it yourself. Slack shows you a message saying so, visible only to you.

1. Ask a colleague to click Approve on the same card.
2. Once it is approved, open the draft in Gmail and send it.

Scan Now Reports a Failure

1. Wait a moment and click Scan Now again.
2. If it fails repeatedly, tell your administrator. The operator side is alerted automatically, but a second report helps.

No Cards Are Arriving

1. Check that it is a weekday and past 10 am.
2. Check whether you have anything quiet: deals past 30 days, contacts past 60 days, unanswered threads past 14 days, or meetings with no follow-up after 7 days.
3. Ask your administrator whether an audience filter is on. It limits cards to chosen contact owners or business units.
4. Ask your administrator where Sales Assistant notifications are delivered.

A Dismissed Prospect Came Back

Dismissing hides a prospect only until the quiet period resets. If new activity occurs and goes quiet again, they can surface again.