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FAQ & Troubleshooting
Reference guide for common IntakeNexus questions and fixes
Updated Aug 9, 20263 min read
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Start Here When You Are Stuck
Map symptoms to screens, verify settings, and test fixes — one change at a time.
Quick Diagnostic Checklist
- Confirm you are signed into the correct business and your role allows the page you need
- Check Settings › Channels for channel state and A2P registration status
- Send a controlled test message and track it in Inbox
- Verify lead creation and stage movement in Leads
- Reproduce AI answers safely in AI Receptionist › Test
- If you are an admin, review Audit Log for recent configuration changes
Common Questions
Escalation Packet (When You Need Help)
If you escalate internally or to support, include: exact URL, UTC timestamp of issue, channel used (SMS/email/social/voice/web), expected behavior, actual behavior, and one affected lead or conversation ID. This removes guesswork and speeds resolution.
When troubleshooting, test one change at a time. Multi-change debugging makes root cause identification much harder.
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