Troubleshooting

Common issues

Fast fixes for setup and operational blockers teams hit most often.

Samdesk execution pattern

Use this checklist for consistent case execution:

Define owner and expected outcome before taking action.
Work in fixed sequence: triage -> action -> validation -> follow-up.
Log key decisions briefly so handoffs and escalations stay clean.

Inbox connection fails

Verify host/port/security fields.
Use app passwords where required.
Run IMAP and SMTP tests separately.

Integration sync failures

Validate API keys and store URL.
Start with Sync Recent before full import.
Check latest sync error in integration card.

Empty or weak AI drafts

Confirm AI key/configuration is active.
Check approved knowledge docs.
Retry with richer thread context.

Low crawl yield

Increase max_pages gradually.
Start from support-focused URL path.
Inspect blocked/skipped crawl stats.

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