> ## Documentation Index
> Fetch the complete documentation index at: https://help.gostanna.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Common Issues & Solutions

> Quick solutions to the most frequently encountered problems in Stanna

## Login & Account Issues

<AccordionGroup>
  <Accordion title="Can't log into my account">
    **Symptoms**: Invalid credentials error or login page redirect

    **Solutions**:

    1. **Reset your password**: Click "Forgot Password" and check your email
    2. **Check your email address**: Ensure you're using the correct email
    3. **Clear browser cache**: Try incognito/private browsing mode
    4. **Check workspace**: If you're part of multiple workspaces, ensure you're selecting the right one

    **Still stuck?** Contact [support@gostanna.com](mailto:support@gostanna.com) with your email address.
  </Accordion>

  <Accordion title="I don't see my assigned clients">
    **Symptoms**: Dashboard shows no clients or missing clients you should see

    **Solutions**:

    1. **Check assignments**: Ask your CS Director to verify client assignments
    2. **Refresh data**: Click the refresh icon or reload the page
    3. **Check filters**: Clear any active filters in your client view
    4. **Verify permissions**: Ensure you have the correct role permissions
  </Accordion>

  <Accordion title="Invited team member can't access workspace">
    **Symptoms**: Team member received invitation but can't join workspace

    **Solutions**:

    1. **Check spam folder**: Invitation emails sometimes end up in spam
    2. **Resend invitation**: Go to Settings → Team and resend the invite
    3. **Verify email address**: Ensure invitation was sent to correct email
    4. **Check workspace limits**: Verify you haven't exceeded your plan's user limit
  </Accordion>
</AccordionGroup>

## Data Sync Issues

<AccordionGroup>
  <Accordion title="Integration not syncing data">
    **Symptoms**: Missing clients, interactions, or outdated information from connected tools

    **Solutions**:

    1. **Check connection status**: Go to Settings → Integrations and verify connection is active
    2. **Verify permissions**: Ensure Stanna has proper access to your connected tool
    3. **Manual sync**: Click "Sync Now" to trigger immediate data refresh
    4. **Check sync timeline**: Review last sync time - some integrations sync every 30 minutes
    5. **Verify data exists**: Confirm the missing data exists in your source system

    **Integration-specific checks**:

    * **HubSpot**: Verify contact and deal permissions
    * **Intercom**: Check conversation access settings
    * **Google**: Confirm Gmail and Calendar permissions
  </Accordion>

  <Accordion title="Duplicate clients appearing">
    **Symptoms**: Same client company showing multiple times with different names/domains

    **Solutions**:

    1. **Check domain variations**: Look for www vs non-www, different subdomains
    2. **Review import data**: Verify CSV imports don't contain duplicates
    3. **Merge clients**: Use the merge function in client settings
    4. **Update integration mapping**: Ensure consistent company identification across tools

    **Prevention**: Always use consistent domain formats across all systems.
  </Accordion>

  <Accordion title="Client data missing after sync">
    **Symptoms**: Clients exist but missing MRR, contact info, or other details

    **Solutions**:

    1. **Check field mapping**: Verify integration field mapping in Settings
    2. **Review source data**: Confirm data exists in the connected system
    3. **Manual data entry**: Add missing information directly in Stanna
    4. **Re-sync specific client**: Use the individual client sync option
  </Accordion>
</AccordionGroup>

## Health Score & Sentiment Issues

<AccordionGroup>
  <Accordion title="Health scores seem inaccurate">
    **Symptoms**: Client health scores don't match your perception of the relationship

    **Solutions**:

    1. **Review interaction history**: Check if all communications are being captured
    2. **Add manual interactions**: Log missed calls, meetings, or conversations
    3. **Provide sentiment feedback**: Correct sentiment scores on individual interactions
    4. **Check integration coverage**: Ensure all communication channels are connected
    5. **Allow learning time**: New accounts need 2-4 weeks of data for accurate scoring

    **Adjustment process**:

    * Click on any interaction to adjust its sentiment score
    * Add context notes to help the AI learn your business patterns
    * Health scores will recalculate within 24 hours
  </Accordion>

  <Accordion title="Sentiment analysis is wrong">
    **Symptoms**: Individual interactions showing incorrect positive/negative sentiment

    **Solutions**:

    1. **Manual correction**: Click the sentiment score and adjust it
    2. **Add context**: Include notes about why the sentiment should be different
    3. **Review interaction content**: Ensure the full message was captured
    4. **Industry-specific language**: AI may misinterpret technical jargon

    **Improving accuracy**:

    * Regularly correct obviously wrong sentiment scores
    * Add notes explaining context (e.g., "positive feedback on feature request")
    * The system learns from your corrections over time
  </Accordion>
</AccordionGroup>

## Task & Notification Issues

<AccordionGroup>
  <Accordion title="Not receiving email notifications">
    **Symptoms**: Missing alerts for due tasks, at-risk clients, or system updates

    **Solutions**:

    1. **Check notification settings**: Go to Settings → Notifications
    2. **Verify email address**: Ensure notifications are sent to correct email
    3. **Check spam/junk folders**: Look for Stanna emails in filtered folders
    4. **Whitelist domain**: Add @stanna.io to your email whitelist
    5. **Test notifications**: Use the "Send Test Email" feature
  </Accordion>

  <Accordion title="Tasks not appearing or disappearing">
    **Symptoms**: Created tasks don't show up or completed tasks still appear

    **Solutions**:

    1. **Refresh the page**: Simple browser refresh often resolves display issues
    2. **Check filters**: Ensure task view isn't filtered by date, status, or assignment
    3. **Verify task status**: Confirm task completion was saved properly
    4. **Check assignment**: Ensure task is assigned to correct person
    5. **Clear browser cache**: Try incognito mode to rule out caching issues
  </Accordion>
</AccordionGroup>

## Performance & Loading Issues

<AccordionGroup>
  <Accordion title="Stanna is loading slowly">
    **Symptoms**: Pages take a long time to load, dashboard widgets spinning

    **Solutions**:

    1. **Check internet connection**: Verify your network speed and stability
    2. **Clear browser cache**: Delete stored data and reload
    3. **Try different browser**: Test Chrome, Firefox, Safari, or Edge
    4. **Disable browser extensions**: Ad blockers can sometimes interfere
    5. **Check for updates**: Ensure your browser is current

    **If problems persist**: Report performance issues to support with:

    * Browser type and version
    * Operating system
    * Specific pages that are slow
    * Time of day when issues occur
  </Accordion>

  <Accordion title="Dashboard widgets not loading">
    **Symptoms**: Empty widgets, error messages, or spinning indicators that don't resolve

    **Solutions**:

    1. **Refresh individual widgets**: Click the refresh icon on each widget
    2. **Reset dashboard**: Use dashboard settings to reset to default layout
    3. **Check data permissions**: Ensure you have access to the underlying data
    4. **Browser compatibility**: Try a different browser or update current one
  </Accordion>
</AccordionGroup>

## Search & Filtering Problems

<AccordionGroup>
  <Accordion title="Can't find specific clients or data">
    **Symptoms**: Search returns no results for clients you know exist

    **Solutions**:

    1. **Check spelling**: Verify exact company names and domains
    2. **Use partial search**: Try searching for part of the company name
    3. **Clear filters**: Remove any active filters that might hide results
    4. **Search by domain**: Try searching by website domain instead of name
    5. **Check client assignments**: Ensure you have access to those specific clients
  </Accordion>

  <Accordion title="Filters not working correctly">
    **Symptoms**: Filter results don't match expected criteria

    **Solutions**:

    1. **Refresh data**: Ensure filters are working on current data
    2. **Check date ranges**: Verify date filters are set correctly
    3. **Clear and reapply**: Remove all filters and add them back one by one
    4. **Review filter logic**: Some filters use AND logic, others use OR
  </Accordion>
</AccordionGroup>

## Getting Additional Help

If these solutions don't resolve your issue:

<CardGroup cols={2}>
  <Card title="Contact Support" icon="envelope">
    Email [support@gostanna.com](mailto:support@gostanna.com) with:

    * Detailed description of the issue
    * Steps you've already tried
    * Screenshots if helpful
    * Browser and operating system info
  </Card>

  <Card title="Schedule a Call" icon="phone">
    For complex issues, request a screen-share session:

    * Include "Screen Share Request" in subject
    * Provide your available times
    * List specific issues to address
  </Card>
</CardGroup>

## Preventing Common Issues

<Tip>
  **Best practices to avoid problems**:

  * Keep integrations connected and permissions current
  * Regularly update client data and review health scores
  * Log important interactions manually when needed
  * Use consistent naming conventions across all tools
  * Set up proper notification preferences from day one
</Tip>