Signing in and getting started
| Problem | Quick answer | Details |
|---|---|---|
| Stuck on “You’ve been added to the waitlist!” | New accounts are approved before use. You’ll get “You’re in: welcome to Connie” by email. A teammate can invite you by email to skip it. | Sign up and sign in |
| ”Incorrect email or password.” | Wrong password, or you signed up with Google. Use Use a magic link instead or Continue with Google. There’s no password reset. | Sign up and sign in |
| A sign-in or confirmation link has expired | Sign in again with the same email to get a new link, and open it in the same browser. | Sign up and sign in |
| I can’t find a page in the docs’ links | Replace <workspace-id> with your own, or open connie.ai and use the sidebar. | Find your way around |
Credits, plans and billing
| Problem | Quick answer | Details |
|---|---|---|
| ”Out of credits” / “Insufficient credits” / “Credit balance depleted” | Your workspace balance is too low. Owners and admins can add credits or change plan; members can click Ask an admin. | Credits |
| I can’t buy credits or turn on auto top-up | Credit packs and auto top-up are only on paid plans, and not during the free trial. | Top-ups |
| I can’t see Billing in Settings | Billing is only for workspace owners and admins. | Credits |
| How do I cancel? / I was charged after my trial | Cancel in Settings → Billing before day 14 to avoid the charge. Cancelling a paid plan takes effect at the end of the period. | Free trial, Manage your subscription |
| I need an invoice or receipt | Email support@connie.ai. | Billing FAQ |
| A charge in Logs looks wrong | Check the action and its source in the usage log; failed tool calls are refunded. | Credits |
Connected accounts and tools
| Problem | Quick answer | Details |
|---|---|---|
| An app shows Reconnect needed or Disconnected | The connection expired. Open the app in Tools and reconnect. Only the person who connected it or an admin can. | Connect your accounts |
| A teammate connected an app but I see Connect | The account is shared with Only you or Specific users. Ask its owner or an admin to change Manage access. | Connect your accounts |
| LinkedIn keeps disconnecting | Use Infinite Login. The Chrome extension option isn’t available yet. | Connect inbox accounts |
| Connie keeps asking me to approve | Sends, deletes and paid tools ask by default. Choose Allow in this chat, or an admin sets the tool to Always allow. | Tool permissions |
| Connie says it can’t use a tool | The tool is Disabled, or it needs an account you haven’t connected. | Tool permissions |
Records and Lead Finder
| Problem | Quick answer | Details |
|---|---|---|
| Lead Finder charged credits | Each workspace gets 1,000 free People and 1,000 free Companies every rolling 30 days; after that imports cost 1 credit per 10 leads. Searching is free, and leads that match records you already have aren’t charged. | Lead Finder |
| A CSV import created duplicates or skipped rows | Duplicate rules in Settings → Objects decide what counts as the same record. | Import and export |
| ”Import from CRM” only asked for a list name | That card only creates an empty list. Open a list → Actions → Import → Import from CRM. | Sync with your CRM |
| I deleted records by mistake | See the restore options and time limits. | Records troubleshooting |
| More Records problems | Records troubleshooting |
Workflows, agents and scheduled tasks
| Problem | Quick answer | Details |
|---|---|---|
| My scheduled workflow never runs | A workflow only runs automatically after Set live. | Test and run |
A step fails with UNFILLED_VARIABLES | A variable points to data that doesn’t exist for that record, often because an earlier step was skipped or failed. | Variables |
| A variable comes out empty | The earlier step didn’t run, the field name changed, or it’s a list (use the first item). | Variables |
| Testing a step sent a real email or used credits | Tests run the real action. | Test and run |
| I can’t add or delete steps | The workflow is live. Set it to draft first (this stops runs in progress). | Build a workflow |
| My webhook returns 200 but nothing runs | The workflow is in draft (“Webhook is inactive. Test payload saved.”). Set it live. | Webhooks |
| I can’t find my agents | Agents aren’t in the sidebar. Go to https://connie.ai/<workspace-id>/agents or search with ⌘K. | Agents |
| An approval expired | The step didn’t run. Run it again to request a new approval. | Approvals |
| More workflow problems | Workflow troubleshooting |
Inbox, meetings and calls
| Problem | Quick answer | Details |
|---|---|---|
| Email or LinkedIn messages aren’t syncing | Check the account in Tools and reconnect if needed. | Inbox troubleshooting |
| The notetaker didn’t join my meeting | The meeting must be on a ticked calendar with a meeting link, Auto-record must be on in Settings → Calls, and the title must not contain [no_record]. For a meeting happening now, use Add meeting → Paste Meeting URL. | Meetings |
| No recording, transcript or action items | Processing takes a few minutes after the meeting ends, and processing each meeting costs 1 credit. | Meetings |
| I can’t make calls from the dialer | You need a phone number and microphone access in your browser. | Calls and the dialer |
| More Inbox problems | Inbox troubleshooting |
Notifications and email
| Problem | Quick answer | Details |
|---|---|---|
| I’m not getting emails from Connie | Check Settings → Notifications and your spam folder. Some emails only go to owners and admins. | Emails from Connie |
| Too many emails | Turn them off per type in Settings → Notifications (https://connie.ai/settings/notifications). | Notifications |
Connie in Claude, ChatGPT and other AI apps
| Problem | Quick answer | Details |
|---|---|---|
| Connie is connected but does nothing | Turn Connie on for the chat (in Claude: + → Connectors). | MCP troubleshooting |
| It’s using the wrong workspace | Name the workspace in your request, or revoke and reconnect to change the default. | Manage access |
| Where are your API docs? | The API reference lists the endpoints behind each area of the app and how to authenticate. For unattended automation, use the MCP server. | API reference |
| My API key gets 401 on connie.ai/api | API keys only work with the MCP server at https://mcp.connie.ai. The API reference endpoints use your browser session. | API authentication |
| More MCP problems | MCP troubleshooting |