Reference
Help and troubleshooting
Resolve common setup, connection, launch, intelligence, and reporting questions
Start with the active agency, client, connected service, date range, and visible status. These identify the scope of nearly every AgentixFLO workflow
What this workspace includes
- Access and client context
- Connected ad and analytics accounts
- Campaign launch and status
- Pixel collection and report data
Complete workflow
- 1
Confirm context
Check agency, client, and platform account
- 2
Reopen the source
Open the campaign, run, report, or intelligence page
- 3
Read the visible state
Use status and timestamps to identify the next step
- 4
Retry and verify
Repeat the focused action and inspect its destination
How records and settings behave
- Data availability follows connected services
- Every run and report has its own saved state
- Client scope controls records throughout the workspace
Working effectively
- Capture the visible status for support
- Check platform connection before data questions
- Verify pixel activity with a recent site visit
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Help and troubleshooting?
Check agency, client, and platform account
When is my work saved?
Data availability follows connected services
How do I confirm the result?
Return to the related list or detail view and review its current status. Client scope controls records throughout the workspace