Who this section is for
- Anyone diagnosing setup, meeting capture, CRM sync, drafts, integrations, reporting, desktop, or access issues.
- Admins and operators collecting enough context before escalating a repeated issue.
Before you start
- Capture the workspace, affected user, integration, object, meeting, draft, report, and approximate time window.
- Start with the article closest to the symptom.
- Escalate with the checks you already tried and screenshots that do not expose sensitive data.
Start with the symptom
- Sign-in, setup, or access: Sign-in and desktop callback issues, Dashboard setup errors, Permission or access denied.
- CRM or pipeline data: CRM sync issues, Stage drift conflicts.
- Connected sources: Google/Microsoft/Slack reconnects, Slack Enterprise Grid channel listing issues, Slack disconnect/reconnect and stale channel mappings.
- Meetings and recordings: Notetaker did not join, Transcript or recording missing.
- Drafts and follow-up: Draft send failures, Duplicate drafts from multiple notetakers.
- Reporting and search: Search/reporting has no results.
- Delivery workflows: Add Ergo to new Slack customer channels, Pylon delivery failures, duplicate deliveries, and queue health.
All troubleshooting articles
- Sign-in and desktop callback issues
- Dashboard setup errors
- CRM sync issues
- Stage drift conflicts
- Google/Microsoft/Slack reconnects
- Slack Enterprise Grid channel listing issues
- Slack disconnect/reconnect and stale channel mappings
- Add Ergo to new Slack customer channels
- Pylon delivery failures, duplicate deliveries, and queue health
- Notetaker did not join
- Transcript or recording missing
- Duplicate drafts from multiple notetakers
- Draft send failures
- Search/reporting has no results
- Permission or access denied
Common issue path
- If the symptom is unclear, identify whether it started from sign-in, setup, a connected source, a meeting, a draft, a report, or access.
- If the symptom crosses categories, check source connection, user access, object visibility, and processing state before escalating.