Why is a conversation missing?
Inbox shows conversations with visible messages. Confirm Meta, send a real DM and return to the visible tab so synchronization runs. If you're searching for a specific person, the search box queries your whole organization, not just what's currently loaded.
How do I take over from AI?
Just reply manually — from Inbox or from the IG/Messenger app itself. That alone auto-pauses the agent for the org's configured window (30 minutes by default, up to 24 hours, set in AI Agent → Conversation) and it resumes on its own after — no need to switch anything back. Using the explicit AI toggle instead pauses it indefinitely until you turn it back on.
What's the difference between LOST and No qualifies?
LOST means a meeting actually happened and it didn't close. No qualifies means the AI ruled the lead out before ever booking one — and once that happens, the AI stops replying in that conversation. They're tracked separately on purpose: mixing them would blend "we're bad at closing" with "we're bad at qualifying," which need different fixes.
Can I create pipeline stages?
Yes. Use Create stage in Leads. They belong to the active organization.
Why do Overview and Analytics differ?
Overview is always a fixed last-7-days snapshot and can combine every connected account. Analytics uses whatever single account and date range you pick there. Different windows, not a bug.
Why was a meeting time not offered?
Check rotation, availability (now under its own "My availability" screen, not Meetings Settings), timezone and Google connection. Busy periods are excluded, and Setterix won't offer anything less than 15 minutes from now.
Can I import/export leads?
Yes. Both CSV actions are in the Leads header — but only the currently loaded board (most recent 2000 leads) is affected.