Ari does not respond
No reply in Slack at all
No reply in Slack at all
In order: Settings › Ari shows Slack connected and the test message arrives; Ari has been added
to the channel you mentioned it in; your Slack user is linked (DM Ari; if it replies with a
link, open it while signed in to Salesfinity). See Slack setup.
Ari replied once, then went quiet mid-task
Ari replied once, then went quiet mid-task
Open the run in the feed. It is usually paused on an approval or a question that was posted in
the thread and scrolled past. Decide it and the run resumes.
Ari says it cannot reach something
Ari says it cannot reach something
The integration is not connected for your team, or not for you. CRM, mailbox and calendar
connections are under Settings › Integrations; a mailbox connected to the sequencer is not
automatically readable by Ari unless it is a connected Gmail or Outlook account.
Ari answers in the app but not in Slack, or the reverse
Ari answers in the app but not in Slack, or the reverse
They are the same employee with the same permissions. Slack-only failures are connection or
linking problems above. App-only failures are usually a paused run waiting in the feed.
An action did not happen
Ari said it would update the CRM but nothing changed
Ari said it would update the CRM but nothing changed
Open the run. Either the write is waiting for approval, it was rejected, the class is blocked
in the action policy, or the CRM refused the write (permissions, a required field, a
validation rule). The run log shows the CRM’s error text.
Ari drafted an email but did not send it
Ari drafted an email but did not send it
That is by design. Ari does not send. The rep sends the draft, or the sequencer sends it as the
rep under the team’s rules.
People were not enrolled in the sequence
People were not enrolled in the sequence
Enrollment through Ari goes through the same preview and rules of engagement as any other
enrollment. The run shows the preview: who was refused and why (policy, suppression, already
enrolled, throttle). See Enrolling people.
Enrichment returned fewer fields than asked
Enrichment returned fewer fields than asked
The run reports the facets that were found, not found, and skipped. Paid facets that were not
approved are skipped, not failed. Only found facets are charged.
Ari refuses to run a paid lookup or a delete without asking, even though the policy says Auto
Ari refuses to run a paid lookup or a delete without asking, even though the policy says Auto
Paid enrichment and delete can never be Auto. The setting is saved as Approve. This is
intentional.
Approvals
An approval is stuck pending
An approval is stuck pending
Approvals do not expire on their own. Decide it from the feed or the Slack card. If the run it
belonged to was deleted or the responsibility was removed, reject it to clear it.
Someone else approved my run
Someone else approved my run
Team admins can decide any approval on the team. The work log records who did.
The card says a different count or cost than I expected
The card says a different count or cost than I expected
The count is what the action would touch after matching and dedupe, which is often smaller than
the list. The cost is the maximum; only successful paid lookups are charged.
Responsibilities
A scheduled responsibility did not run
A scheduled responsibility did not run
Check, in order: it is not paused; the schedule’s timezone is right (a 9 AM schedule set in UTC
runs at 9 UTC); it has run before (open the runs list; if the last run failed, the error is
there); Slack delivery is connected if it delivers to Slack.
An event-triggered responsibility never fires
An event-triggered responsibility never fires
The filter is probably too narrow, or it compares a field the event record does not have.
Equals and comparisons do not match a missing field; not-equals does. Remove the filter, run a
test, then add it back one condition at a time.
It fires too often
It fires too often
Sub-hourly cadences on a busy team produce a lot of runs. Move to hourly or daily, or add a
filter to the trigger. Runs that find nothing to report still count as runs.
The report is stale or repeats yesterday
The report is stale or repeats yesterday
The responsibility has no watch source, so it is working from what it was told at setup. Add a
watch (the thread, channel, record or URL) so each run re-reads the live state.
Results go to the wrong place
Results go to the wrong place
Open the responsibility and change its delivery. A monitor created from a thread reports to
that thread by default.
A proposal keeps coming back
A proposal keeps coming back
Dismiss it. Dismissed proposals are remembered and not re-proposed. Accepting and then deleting
the responsibility does not count as a dismissal.
Heartbeat
Nobody gets a morning note
Nobody gets a morning note
The heartbeat is off by default. An admin enables it and sets times and timezone under
Settings › Ari › Heartbeat. Slack must be connected for the note to arrive in Slack.
A rep gets no note while others do
A rep gets no note while others do
The pre-check found nothing for them: no follow-ups due or overdue, no calls since the last
tick, nothing waiting. Silence is the intended result.
Data and accuracy
Ari matched the wrong CRM record
Ari matched the wrong CRM record
Matching prefers email, then phone, then name plus company. Fix the record’s email in the CRM
and ask Ari to try again. When two records match, Ari asks a question rather than guessing.
Ari created a duplicate
Ari created a duplicate
Creating missing records on push is a setting on the CRM integration. If it is on and the
existing record had no email or phone to match on, a duplicate is possible. Merge in the CRM
and consider turning create-on-push off.
Ari's answer about a prospect is out of date
Ari's answer about a prospect is out of date
Web research is fetched at run time; CRM facts are cached briefly. Ask Ari to refresh, or add
the record as a watch source on a responsibility.
Credits
Where did the credits go?
Where did the credits go?
Settings › Ari (admins) shows the last 30 days by feature and by day. Paid enrichment is the
usual large item; every paid run was approved on a card that showed its cost.
Can I see credits per rep or per action?
Can I see credits per rep or per action?
No. Spend is shown at team level only, by design.