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General Understanding

Ask Z didn’t create or update a record
  • Make sure the request includes required fields (e.g., name, title)
  • Check if you have permission to perform the action
  • Try rephrasing the request more clearly
Ask Z updated the wrong record
  • Be more specific (full name, exact ticket title)
  • If multiple records exist, Ask Z may need clarification
Ask Z did not update a contact custom field
  • Confirm the custom field exists in contact settings.
  • Use the exact field name your team configured.
  • Ask Ask Z to list contact custom fields first if the field name, ID, type, required status, or allowed options are unclear.
  • Check whether the field is required, has allowed options, or uses a specific type such as date, currency, dropdown, or yes/no.
  • Confirm you have permission to edit the contact.
Delete action didn’t work
  • Deletions are permanent and may require confirmation
  • Ensure the record actually exists and is not already removed

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Reading & Retrieving Data

Ask Z returns incomplete results
  • Narrow your query (assignee, status, date)
  • Ensure records exist that match your criteria
  • For broad searches, ask Ask Z to include a total count if you need to understand the full result size.
Ask Z is using the wrong expert
  • Start a new thread with the correct expert selected.
  • Use a custom expert when the task needs special instructions or limited tools.
  • Keep one thread focused on one outcome so the active expert stays clear.
Ask Z is using outdated context
  • Check AI Studio > Memory for stale organization or user memory.
  • Update or remove conflicting memory before asking Ask Z to try again.
  • Put temporary project details in the current thread instead of saving them to memory.
I cannot find an older Ask Z thread
  • Search thread history by the task or topic.
  • Check whether the thread was archived.
  • If the work used a custom expert, search for terms from that expert’s task.
Ask Z says it can’t find a record
  • Check spelling
  • Ensure the record hasn’t been deleted
  • Confirm you have access to that record

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Web Search with Ask Z

Web search results are too broad
  • Refine your query with more context
  • Ask specific questions instead of general ones
Web search didn’t return results
  • Try rephrasing the query
  • Ensure internet access is available
  • Avoid overly vague or one-word searches

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Third-Party App Integrations

Ask Z can’t access my Google Calendar
  • Ensure the integration is authenticated
  • Check that the correct Google account is connected
  • Reconnect the integration if needed
Integration worked earlier but stopped
  • Token may have expired
  • Re-authenticate the integration from the Integrations section

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Permissions, AI & System Rules

Ask Z didn’t respond during a conversation
  • The contact may be in DND or Blocked state
  • A human agent may need to take over the conversation
  • AI outreach may be paused for that conversation
Approval details look different than expected
  • Read the action name, description, and displayed details before approving.
  • Reject the action if the target record, field, or setting is not the one you intended.
  • Ask Ask Z to restate the planned change in plain language before trying again.

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Best Practices

  • Use clear, specific language
  • Include identifiers (name, title, assignee)
  • Combine actions to save time
  • Use web search for real-time info only
  • Re-authenticate integrations periodically
  • Let Ask Z handle repetitive CRUD tasks