Troubleshooting Guide

WorkStart thesewith inthe order.account Mostand problemsfilters, resolvethen identify whether the problem is in the firstapplication, twoassistant steps.connection, data interpretation, or capture. For external-assistant setup, keep Account Access and OAuth open alongside this guide.
Step 1. Check the three filters
Dashboard, Videos and Assets share a date range, a period and a project, and they apply together. A narrow range or a single-project selection explains most surprising results. Widen the range and clear the project before concluding anything is missing.
Step 2. Check the account
Confirm whichthe account you are signedshown in as,the shownapplication atand complete email verification if requested. Then check that the bottom of the sidebar. Then confirm that account has theexpected project youis expectavailable under Projects. AccessAn isassistant bymay be authorized as a different account: ask for read-only authentication diagnostics showing the masked account, granted scopes, and accessible-project count, then compare its project sharing,list sowith athe missingapplication. siteA isvalid usuallyconnection awith sharingno questionshared ratherprojects thancan areturn fault.an empty list.
Step 3. Identify which layer is failing
Step 4. Application problems
Step 5. Results that look wrong
If the answer is generic, check whether the assistant used SiteTrax.io tools and retrieved relevant published profile facts, then specify the project, time period, and question. The public profile response excludes the working brief, drafts, custom AI instructions, and preferred answer length. Reconnecting does not fix missing tool use by itself.
Before treating a number as a defect, confirm what is being counted.
Then open an individual record and compare the reading against the image. If they disagree, mark it Incorrect.
Step 6. Missing records
Step 7. Collect the details before escalating
Include the account email, the project, the date and time range, the exact identifier, what you expected, what you saw, and any error message. For an assistant problem, add which assistant and how it was connected.
For missing notification emails, inspect the notification ID, status, expiry, current project access, recipient verification, and recent delivery history. For digests, also check the schedule, timezone, and stored reporting window. Listing and history require read permission only. See Alerts and Scheduled Digests.
Never include passwords, OAuth tokens or client secrets in a support request.