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Most day-to-day snags have a quick fix. Here are the ones people hit most, with a link to the deeper article when you need it.
Access is granted per client — you only see clients you’ve been added to. Ask an admin to grant access. See Roles and permissions.
Usually a files issue. Add the newer file, or have a builder trigger a fresh sync of the connected source. See Sync problems.
Open the failed run to see the reason — most often a missing file or an unsynced source. See When a run fails.
Check that a notification rule exists for that agent and event, and that your channel is connected. Use the test button. See Notifications.
Skills grant capability, not access. You also need to grant the agent access to the data. See Access scoping.
Testing needs files in place. If the client’s Doc Store is empty, set up the data source first. See Testing an agent.
Adjust the agent’s instructions first — most behavior issues are instruction issues. Then confirm skills and access, and re-test. See Instructions and skills.

Next steps

  1. FAQ
  2. When a run fails
  3. Sync problems