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FAQ and troubleshooting

Answers to the questions we hear most, and what to check when something does not work the way you expect.

5 min read

On this page
  1. Account and plans
  2. Your agent
  3. Website chat and WhatsApp
  4. Leads, quotations and bookings

Account and plans#

Is there a free trial?

No. Signing up and setting up your workspace are free, but the panel opens once you choose a plan. See Plans and billing.

A menu item has a lock on it.

That module is not in your plan. Press it to open your plan page, or compare plans.

A menu item I expected is missing.

Your role does not have the permission for it, or the module is switched off for your workspace. The owner can change roles under Settings → Role & Permission; to switch a module on, contact us.

How do I invite a team member?

Add them on Add Member with a password you choose, then share the email and password with them — no invitation email is sent. See Team and roles.

I cannot create another agent (or member, or knowledge source).

You have reached your plan's limit. Add more from Plan → My plan → Add more, or change plan.

Your agent#

The agent says it could not confirm something.

Your knowledge does not cover the question closely enough, so it will not guess. Use Test Retrieval to see what it finds, then add the answer as a Q&A pair or typed text. See Build your first agent.

My website source is stuck or failed.

Press Retry on it under What this agent knows. A crawl that goes quiet for a long time is marked Stuck and can be retried.

Can I edit a knowledge source?

No — delete it and add the new version.

Can it learn from a YouTube channel or a spreadsheet?

Not a channel or a playlist: add YouTube videos one at a time, each with English or Hindi captions. Spreadsheets are not used as knowledge — put products and prices in Products.

Which languages does it speak?

It replies in English, Hindi or Hinglish, following the language each message is written in.

The workflow will not save or publish.

A step is missing a required setting, or the workflow needs exactly one Start step, at least one End step, and every step reachable. The builder names the problem. See Workflows.

Can I unpublish an agent?

Not from the panel. To take the chat off your website, remove the script from your site, or limit Your websites on Integration Code.

Can the agent make or take phone calls?

No. Voice works in the website chat through the mic button, if your plan includes voice chat.

Website chat and WhatsApp#

The chat does not appear on my website.

Check that the workflow is published (Integration Code shows Live), that the script is on the page you are looking at, and — if you listed Your websites — that this site is on the list.

Can I move the chat button or upload a logo?

The chat sits in the bottom-right corner. The logo is set as a link to an image (Logo URL), not uploaded.

WhatsApp messages are not being answered.

Open Integrations → WhatsApp by Karyagrah → Manage. Check an agent is chosen under Agent that answers WhatsApp and the status reads Customer messages are reaching your agent.; if not, press Try again. The agent must be published.

My team replied in a handoff but the WhatsApp customer never got it.

Team replies are delivered in the website chat only, not on WhatsApp. See Human handoff.

A team member's WhatsApp messages are treated as a customer's.

Their phone number must be saved on their member profile, they must be active, and no one else may have the same number. See Connect WhatsApp.

A team member cannot see the Handoff Inbox.

They need to be in a pool. The owner does not have an inbox — they use Handoff Requests.

Leads, quotations and bookings#

The agent asks for a rate, or will not quote a product.

The product shows Price not set. Add its price on Products. See Quotations.

Can I email or WhatsApp a quotation from the panel?

Not yet — download the PDF and send it yourself. Quotations the agent makes in chat arrive with their PDF.

Can I use my own letterhead?

Choose one of the built-in layouts in Document settings and add your logo and signature; your own design cannot be uploaded.

A service is never offered for booking.

Check that someone provides it, that it is open to online and bot bookings and switched on, that the person has working hours on that day, and that there is no time off. Minimum notice and how far ahead customers may book also apply.

Reminders are not going out.

Pick a channel under Send from in Booking settings. Until a channel is connected and verified, reminders wait in the queue.

Can customers pay when they book, or sync bookings to Google Calendar?

No — there is no payment at booking and no calendar sync.

Leads from my ad platform are not arriving.

There is no built-in connector for a particular platform. Send them to the campaign's webhook — directly, or through a tool such as Zapier or Make. See CRM.

Analyzing the same website again opened the old report.

An address analysed in the last 24 hours opens that report. After 24 hours a new run starts, and it counts toward your monthly analyses.

Something here does not match what you see, or did not answer your question? Tell us — or look through the FAQ.