> ## Documentation Index
> Fetch the complete documentation index at: https://docs.z360.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Troubleshooting Guides

## Creating Conversations (Email, SMS, Phone)

**My email did not send**

* Ensure you selected a connected email account in **Settings > Emails**.
* Confirm the recipient email address is valid.
* Check whether the contact is in DND. DND blocks outgoing communication.
* Reconnect the email account if the account connection is expired.

**My SMS did not send**

* Ensure a phone number is configured in **Settings > Phone**.
* Confirm the contact is not in DND or blocked.
* Confirm **Enable Texting** is turned on for the selected phone number.
* Confirm A2P 10DLC registration is complete when required for your messaging setup.
* Check that the selected phone number is healthy and assigned correctly.

**I see "No phone numbers available" in the dialpad**

* Add or buy a phone number in **Settings > Phone**.
* Confirm your user is allowed to make calls from at least one number.
* Ask an admin to check phone-number assignment and calling permissions.

**Web calling is not supported in my browser**

Z360 web calling does not support Firefox. Switch to Chrome or Safari to place calls from the web dialpad.

**The dialpad says "Connection Failed"**

* Change networks and try again.
* Try a mobile hotspot if your current network blocks the calling connection.
* Refresh the page after the network changes.
* Confirm your browser can access the microphone.

**I pressed a key during a call but the external menu did not respond**

* Confirm the call is still connected before pressing the key.
* Open the in-call dialpad and press the digit again.
* If the destination is your own Z360 IVR menu, call the number from an outside phone and test each route from **Settings > Phone > IVR**.
* Confirm the menu option points to the correct Z360 user or external number.

**Microphone access is required**

* Allow microphone access in your browser settings.
* Refresh the page after granting permission.
* If you use external microphones, reconnect the device and try again.
* In browsers that support it, choose the correct audio input device before placing or answering calls.

## Active Calls and Conference Participants

**I cannot put a call on hold or resume it**

* Confirm the call is still active.
* Wait a moment if another hold or resume action is already processing.
* Refresh the call screen if the call controls look out of sync.
* If the call is part of a conference, check whether the current conference state supports hold controls.

**I cannot add someone to an active call**

* Confirm the call is still connected.
* Confirm your user has permission to place calls from the selected phone number.
* Open the add participant option and choose either **User** or **Number**.
* For a teammate, select the user from the list.
* For an outside participant, enter a valid phone number such as `+15555550123`.
* If the option is not visible, refresh the call screen and confirm the call has not already ended.

**I cannot pick up a ringing call**

* Wait a moment and try the pickup control again if another device or teammate may also be ringing.
* Confirm the call is still ringing and has not already been answered or ended.
* Check your call preferences to make sure the current device is allowed to ring.
* Refresh the Inbox if the call controls look out of sync.

**Conference participant did not join**

* Check the participant status: ringing, connected, left, or no answer.
* If the participant shows no answer, add them again while the call is still active.
* Confirm the user or phone number was selected correctly.
* Confirm the call was not ended before the participant joined.
* If adding an outside number, confirm the number can receive calls and includes the correct country code.

**The customer cannot hear the added participant**

* Confirm the added participant status is connected.
* Ask the added participant to check their microphone or phone audio.
* If the participant joined from a browser, confirm microphone permission is allowed.
* Remove and re-add the participant if they connected with no audio.

**Call audio is coming from the wrong speaker or microphone**

* Refresh audio devices from the calling controls when available.
* Select the correct microphone and speaker.
* Reconnect Bluetooth or USB audio devices if they do not appear.
* Some browsers randomize device IDs, so reselect the device after a browser restart if needed.

## Call Transcripts and Summaries

**Transcript is not showing on a phone call**

* Confirm the call has completed.
* Wait for transcription processing to finish.
* Refresh the conversation.
* Some failed or very short calls may not have usable transcript content.

**Transcript translation is not available**

* Confirm the message is a phone call message.
* Confirm the call already has a transcript.
* Choose a supported translation language from the transcript language menu.
* Try again later if transcript processing is still running.

**The translated transcript did not appear**

* Refresh the conversation after translation completes.
* Re-select the language from the transcript dropdown.
* Try the request again if the translation service did not return a translated transcript.

## Adding Tickets, Notes, and Reminders from Inbox

**Ticket did not link to the conversation**

* Create the ticket from within the conversation when possible.
* If created elsewhere, link it manually from the conversation details panel.

**Reminder is not showing**

* Check whether the reminders section is filtered to the current conversation only.
* Confirm you selected a date and time.
* Refresh the details panel.

**Notes are not visible to another teammate**

* Confirm the teammate has access to that conversation or contact.
* Check role and permission settings.

## Managing Conversations

**Search shows no results**

* Clear filters first.
* Try a partial name, email, or phone search.
* Confirm the conversation exists under the expected channel.

**Filters are not working**

* Apply the selected filters.
* Reset filters and start again.
* Confirm date range and channel filters are not excluding the conversation.

**I cannot reply to the conversation**

* The conversation may be handled by AI or another assignee.
* Click **Take over** when available to reply as a human.
* Check DND and blocked status.

**Deleted a conversation by mistake**

Conversation deletion is irreversible. Use archive or filters when you only need to clean up the active view.

## Viewing Conversation Details

**Tickets, notes, or reminders do not appear**

* Check the section filter, such as current conversation vs all conversations.
* Confirm you are viewing the correct conversation thread.
* Remove date range filters and refresh.

**Threads look incomplete**

* Remove channel or date filters.
* Check whether you are viewing a phone thread grouped by the same to/from phone numbers.
* Refresh the details panel.

## Inbox Settings

**Gmail account is not connecting**

* Sign in again with the correct Google account.
* Remove and reconnect the account if it stays expired.
* Confirm the account owner still has permission to connect it.

**Phone number is not usable for all team members**

* Check who is allowed to make calls from the number.
* Check default assignees.
* Confirm the user's role includes telephony permissions.

**Phone number settings are not saving**

* If **Receiving Mode** is **Direct users**, select at least one receiving user.
* Do not combine the AI agent with human receiving users.
* Make sure every receiving user is also allowed to make calls from the number.
* If **Receiving Mode** is **Transfer**, enter a valid U.S. transfer number.
* If a fallback is **Forward to personal number**, enter a valid U.S. forwarding number.
* Confirm **CNAM Listing Name** is filled in when CNAM listing is enabled.

**Calls are not forwarding to the external number**

* Confirm the number is set to **Receiving Mode**: **Transfer**, or that the fallback is set to **Forward to personal number**.
* Check the transfer or forwarding number format, such as `+15555550123`.
* Call the Z360 number from an outside phone after saving.
* If forwarding is used only outside working hours, confirm the schedule currently counts as unavailable.

**Callers are waiting in queue too long**

* Confirm at least one human receiving user is selected for the number.
* Check whether all receiving users are already on calls.
* Review fallback behavior for no-answer or timeout cases.
* If queueing repeatedly falls back, test the phone number outside peak hours and review receiving-user availability.

**E-911 shows a phone number as Missing**

* Open **Settings > Phone > E-911**.
* Confirm the emergency address is complete.
* Click **Save and sync** again.
* Check that the phone number is active.
* Contact support if the phone number stays missing after a successful sync.

**IVR menu sends callers to the wrong place**

* Review each keypress destination in **Settings > Phone > IVR**.
* Confirm each **Action Type** and **Action Target** use the right Z360 user or valid U.S. phone number.
* Make sure the phone number itself has **Receiving Mode** set to **IVR**.
* Test the caller path from an outside line after saving changes.
* Keep unused options disabled or remove them so callers do not reach stale routes.

**IVR trigger is not saving**

* Make sure each key is only configured once.
* Add a **Message** for every trigger.
* If the action transfers to an external number, enter a valid U.S. phone number.
* If the action transfers to a Z360 user, confirm the selected user still belongs to the organization.

**Live chat widget is not appearing**

* Confirm the widget code is installed on your website.
* Publish or deploy the website after adding the code.
* Check whether another script manager is blocking the widget.

## DND vs Block Contact

**Why can't I send messages to a contact?**

* DND blocks outgoing communication.
* Block Contact blocks incoming and outgoing communication.
* If AI is assigned, take over the conversation before replying.

## Best Practices for Inbox

* Use favorites for high-priority conversations.
* Filter by unread and assignee to prioritize queues.
* Check the details panel before replying.
* Add tickets for work that needs tracking.
* Use reminders for time-based follow-ups.
* Use DND to pause outreach and Block Contact for a full stop.
