How should I report a technical error involving AI Employees, automations, or business processes?
Technical issues involving AI Employees, automations, autonomous workflows, AI collaboration, or business processes often require more specific information than general account questions.
These features may involve several execution stages, integrations, and configuration dependencies.
A well-prepared technical report helps identify where the operation failed.
What should I include?
1. The affected Polyosync feature.
2. The relevant AI Employee, workflow, or process.
3. The expected operation.
4. The observed failure.
5. The approximate execution time.
6. Any available execution identifier.
7. The error message or failed stage.
8. Whether the operation has worked previously.
9. Any recent configuration changes.
10. The business impact.
How should I report an AI Employee issue?
Explain the AI Employee's intended responsibility and describe the unexpected behavior.
If the issue involves a conversation, provide only the relevant context necessary to understand the problem.
Do not include unrelated confidential customer information.
How should I report an automation failure?
Identify the automation and its trigger.
Explain whether the trigger occurred, whether execution started, and which result was unexpected.
If the operation uses an external integration, mention the affected service.
How should I report an AI collaboration problem?
Describe the participating AI Employees and the point where the collaboration stopped or produced an unexpected result.
If available, include relevant task or execution details.
How should I report a business process failure?
Identify the process, the expected result, and the relevant execution.
Use available process history to locate errors or unexpected outputs.
Should I attempt to reproduce the issue?
Only when doing so is safe and authorized.
Avoid repeatedly executing workflows that may create duplicate records, send customer communications, or modify external systems.
What if the issue involves sensitive information?
Describe the type of information affected without copying unnecessary confidential content into the ticket.
What happens after reporting?
The request can be assessed using the details you provide and any information available through the applicable support process.
Recommended practice
Include the exact failing operation, execution context, error details, and business impact. Avoid vague descriptions or unnecessary repeated executions.