Common setup issues

Use this page when a setup option is missing, disabled, or not behaving as expected.

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I cannot see administration settings

Administration settings such as Workspace and Members are shown only to workspace owners and admins. Ask a workspace admin to:

• Change your role to Admin, or
• Make the configuration change for you.

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I cannot add a channel to an inbox

Check:

• The phone number or email domain exists in Settings → Channels.
• The email domain is Verified.
• The phone number is not already used by another inbox or outbound sender.
• You are editing a shared inbox, not a personal inbox.

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Autopilot is unavailable

Personal inboxes cannot use autopilot. For shared inboxes, confirm you have permission to edit the inbox and that the inbox is not archived.

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Appointment email toggles are disabled

Appointment email notifications require:

• A verified email domain.
• A from-address local part.

Open the appointment type, go to Notifications, and configure both fields.

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Web chat does not show on my website

Check:

• The widget is enabled on the inbox.
• The embed snippet is installed.
• Website restrictions include the current domain.
• The page is not blocking the widget loader script.