Universal first checks
- Check dashboard status card. It should not stay on Not connected yet / Not Connected.
- Check task status. Use Your Tasks and confirm status is not Paused or Stopped.
- Check Flow card. Review latest SKIP/WARN items and open details.
- Check Usage & Capacity. Review Automation Capacity Used, Capacity Available, and alerts.
- Check active account. Confirm the selected account matches the task boundaries.
Issue: Login failed
- Confirm email and password match account records.
- Retry after refreshing session.
- Check inbox for verification requirements.
Escalate when: repeated failures continue after credential reset.
Issue: Account connection failed
- Re-check account credentials and authorization scope.
- Confirm target account is active on provider side.
- Retry connection and watch verification status transitions.
- Use Flow or status panel notes for failure context.
Issue: Task will not run
- Confirm trading account is connected and selected as active.
- Review comfort boundaries for invalid combinations.
- Check plan and capacity state if activation is blocked.
Issue: No activity appears in Flow
- Confirm task is active, not paused or stopped.
- If Flow shows Live automation context will appear here once you're connected, reconnect or switch active connected account.
- Confirm account readiness.
- Check usage and remaining capacity.
- Review skip reasons such as Entry paused by available resources or Entry paused by task boundaries.
Issue: Capacity looks low
- Review number of active tasks and market coverage.
- Check whether a high-activity window increased cycle usage.
- Look for High Automation Load or Daily Capacity Reached alerts.
- Use Upgrade Plan when daily usage is consistently high.
Issue: Upgrade not reflected yet
- Refresh session and return to Usage & Capacity.
- Confirm billing event completed successfully.
- Re-open `upgrade.html` and verify the expected tier state.
Issue: Connected but not automating
- Check account health and connection continuity.
- Review Flow for any persistent warnings.
- Confirm that thetask is valid.
- If the status card stays at Your task are ready to run for an extended period, escalate with timestamps.
Before contacting support
- Account email used for sign-in.
- Task ID or clear task name.
- Trading account trading account name and current status.
- Recent Flow timestamps and event types.
- Short summary: expected vs observed behavior.
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