Agents troubleshooting

Symptom	What to check	Safe next step
Agents is missing or access is denied	`agents:view` and the account’s agentic capability.	Ask the organization owner or account team to verify access.
You can view but cannot change a workflow	`agents:manage` and the workflow’s supported controls.	Request the right access; do not share an account.
No workflow is available	Organization configuration and enabled workflow families.	Ask the owner to confirm availability.
A document is not reflected in an answer	Scope, revision, processing, retrieval, and the workflow’s data path.	Verify the source rather than repeatedly uploading duplicates.
An integration is listed but does not work	Provisioning, account, scopes, connection status, and its own troubleshooting guide.	Resolve the specific prerequisite with the authorized owner.
An action is waiting	The relevant workflow’s review state and available controls.	Follow Approvals; do not repeat the action to bypass review.
A lesson does not change an answer	Version, scope, tests, release state, and workspace activation.	Check Lessons learned; saving or approving is not enough.

When requesting help, include the workflow and record identifiers, time, visible state, expected result, and sanitized error details. Do not include credentials or unnecessary customer data. Return to the quickstart after the prerequisite is resolved.

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