Troubleshoot the Agent

Use these checks when Agent cannot open, answer, find expected content, or complete an action.

Agent is unavailable

Check the account, workspace, feature settings, connection, and visible availability message. Use Check again when offered. Agent availability and credits explains service errors, spendable versus held credits, and workspace funding.

AI credits unavailable does not mean a zero balance. A monthly reset helps only while an eligible allowance remains active. An empty workspace can still use ordinary chat; missing sources need not prevent conversation.

Answers use the wrong content

Open the expected source directly. In the main Agent, check Next question and Choose Agent scope. Choose All of the workspace or a specific folder. Folder search excludes child folders and workspace-wide sources such as Notes and Profile Documents.

Changing scope does not clear earlier conversation context or attachments. Public Help and dedicated reading tools have separate rules; see Agent scope and sources.

Name the source, person, folder, or date. For product instructions, request CareMap Help. For chat files, use attachment recovery. Report a source that Agent returns but you cannot open directly.

A response fails or keeps running

1. Read the response status and tool activity.
2. If sending was not confirmed, use Check response status before sending again.
3. Inspect completed tools and the affected content.
4. Ask only for remaining work after resolving the error.

Use Stop CareMap response when you want the response to stop. Closing the panel or starting another chat does not stop it or undo saved work. Response recovery covers retries and partial results; conversation management covers missing history.

An action fails

Tools still require access and supported content. Read-only, archived, missing, unprepared, or out-of-scope items and workspace allowances can prevent an action. Expand tool activity marked error, then check the normal product screen.

Guide and Form edits require that item's editor Agent. For drafts, stale selections, failed refreshes, or cleared Form Undo history, use editor recovery. Earlier editing groups may have saved.

Existing schedule updates and removals currently fail through Agent. Use Schedule editing, choosing the intended occurrence or series. Repeating the Agent request does not fix this limitation. Before retrying Note or schedule creation, check for an already-created item.

A citation will not open

Source cards open different views; Library file cards download originals. Older answers do not preserve access or prove a source is current. Citation recovery explains missing locations, Preview unavailable, and Citation unavailable.

Information for support

Record the workspace, conversation name, approximate time, visible error, credit state, and failed activity. Share item details only through an approved support channel; avoid exposing private care content.