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What do I do when an AI agent will not do something?
The usual messages and what they mean: an area that is off, the role, a duplicate customer, credits, a connection that lapsed.
When an AI agent will not do something, it is usually not a fault: it is a rule of the office or of your role. The most common:
| What you see | Why | What to do |
|---|---|---|
| The AI finds no Ergothiki tool, or the connection screen says «AI agent access is off» | Agents or the office's artificial intelligence are off | Whoever changes the office's settings switches them on |
| «You cannot connect an AI» | The office does not allow it for you or your role | Ask the owner (AI agents → People) |
| «This AI is not allowed» | Your AI is not among the allowed ones | AI agents → General |
| The AI does not see an area | The area is Off | AI agents → What is allowed |
| The AI reads but does not record | The area is on Read, or your role cannot make that entry on screen either | Record for the area; the role is changed under Members & roles |
| The AI says your role does not allow it to read (debts, for example) | Your role does not see amounts — it does not mean there are none | — |
| A customer or partner was not added | Someone with the same name or tax number exists; the AI asks which one you mean | Tell it whether it is a new one |
| An appointment was not booked | It overlaps with another of yours | Confirm you want it that way |
| The project did not close, the offer was not sent, the amount was not written | Closing, sending an offer, fees and prices are done in Ergothiki only | Open the link the AI gives |
| The AI does not send an email or an invitation | Sending is off, for an email your role lacks «Answer and manage office messages», or the recipient is not one of the office's customers or partners | Sending under What is allowed; the recipient is recorded first |
| A receipt or an expense was not recorded | Finance is not on Record, your role does not see amounts (or expenses), or an office limit was passed | AI agents settings; corrections on screen only |
| The AI shows a text and waits | Every send, publication or money record needs your approval | Approve it or ask for a change |
| A file link asks you to sign in | It is not a public link | Sign in to Ergothiki |
| The AI says the month's credits or limit have run out | The monthly credits or the agents' limit are used up | The renewal, buying credits, or a higher limit under Credits & limits |
| The AI asks you to connect again | The connection went unused for as many days as the office sets, or it was revoked | Connect again from your AI |
| The AI does not see a tool you have just allowed (or still sees one you closed) | The AI loads its list of tools when it connects; it does not learn of a change in the settings by itself | Disconnect and reconnect Ergothiki in your AI |
| After many questions at once it pauses | A limit of questions per minute | Wait a minute |
Every action — and every refusal — shows in Account › Profile & password, on the AI agents tab, and for the office in the History of the AI agents settings.
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