Table of Contents
Avoid these frequent issues during onboarding.
Mistake 1: No Active Integration #
Problem: Sending/tracking blocked.
Fix: Connect at least one provider in /integration.
Mistake 2: Skipping Camera/Mic Permissions #
Problem: Recording fails or no preview.
Fix: Run Enable Camera and allow permissions.
Mistake 3: Wrong Provider Account Connected #
Problem: Sends from unexpected mailbox/account.
Fix: Disconnect/reconnect using the intended account.
Mistake 4: Trial User Not Email-Confirmed #
Problem: Login blocked after signup.
Fix: Confirm email via activation link first.
Mistake 5: Role Mismatch #
Problem: User can’t perform admin/integration actions.
Fix: Verify Owner/Manager/User role assignment.
Mistake 6: Using Copy/Send as Default #
Problem: Reduced tracking/automation depth.
Fix: Use in-app sending as standard workflow.
Mistake 7: No Internal Test Before Live Outreach #
Problem: Formatting or tracking surprises.
Fix: Always send test to yourself/teammate first.
