The pane says it could not generate a workup and offers to sign in again
The pane says it could not generate a workup and offers to sign in again
The session has expired or the stored token is no longer valid. Choose the sign-in action in the banner and authenticate again.
The draft was created but Outlook did not attach a document
The draft was created but Outlook did not attach a document
Outlook declined the attachment. The pane tells you which files were affected so you can add them to the reply manually.
The pane could not reach Outlook's compose form
The pane could not reach Outlook's compose form
Click Reply on the message first, so a compose form is open, then run the draft action again.
The email was skipped
The email was skipped
Herman classified the message as not containing an RFQ, quote, or order question. Use Run workup anyway to force a workup, or switch to Material Copilot and ask directly.
Pricing, quote price, or Convert to Customer RFQ are missing
Pricing, quote price, or Convert to Customer RFQ are missing
These require a merchant organization and a merchant role, and are enforced server side rather than only hidden in the interface. Material Selection and in-pane agent approvals additionally require the
agentic capability on your account. See Feature availability.