CRM Assistant Support

Need help with CRM Assistant? We're here to help.

Getting Help

Before contacting support:

describe what you were trying to do
include the tool/module name
describe what happened
include a screenshot if possible
do not send passwords, API keys, access tokens, or other secrets

Common issues

CRM connection needs to be reconnected

If the authorized connection to your CRM has expired or been revoked, reconnecting restores access so CRM Assistant can read the information needed for the tools you use.

No unanswered leads found

This can simply mean no conversations currently meet the configured criteria. For example, every recent inbound message may already have a response, or messages may still be inside the grace period.

No inactive leads found

This can mean contacts in the lookback window still have recent inbound or outbound activity, or that nothing currently falls outside the inactivity period.

Follow-up reminder needs extra permission

Creating a follow-up creates a task in your CRM and does not send a message. If you see a permission error, reconnect after contact task permission is enabled for CRM Assistant.

Permission error

The connection may not have the required permissions. Reconnect and confirm that CRM Assistant is allowed to access the information needed for the tool you are using.

Temporary service error

The service or your CRM may be temporarily unavailable. Wait a short time and try again.