Common Issues and Solutions
Issue: Missing @stop_playbook
Symptom: Validation error “No valid path to stop_playbook” Cause: One or more branches don’t reach@stop_playbook
Solution: Ensure every branch in your playbook eventually reaches @stop_playbook. Trace each option through to verify.
Example fix:
Before (broken):
Issue: Invalid Step References
Symptom: “Step X referenced but does not exist” Cause: Branching bullets reference step numbers that don’t exist Solution: Check all branching bullets reference valid step numbers. Add missing steps or update references.Issue: Tool Combination Error
Symptom: “@initialize_live_chat must be in its own step”
Cause: @initialize_live_chat is combined with other tools
Solution: Move @initialize_live_chat to its own dedicated step with no other tools.
Example fix:
Before (broken):
Issue: Validation Failures (Structure)
Symptom: “Playbook has structural issues” Cause: Multiple structural problems with formatting, numbering, or flow Solution: Use “Rewrite with AI” button to automatically fix formatting and structure problems. Steps:- Click “Rewrite with AI” in the editor
- Wait for AI to analyze and fix the playbook (10-30 seconds)
- Review the proposed changes
- Click “Apply” to accept or manually adjust
- Save to validate the corrected version
Issue: Tool Not Working
Symptom: Tool doesn’t execute or shows error during testing Solution: Verify tool configuration and requirements.For @create_hubspot_ticket
Check:- ✓ HubSpot connected?
- ✓ Pipeline and stage configured in tool settings?
- ✓ Name, email, and problem collected before tool call?
- ✓ HubSpot permissions allow ticket creation?
For @initialize_live_chat
Check:- ✓ HubSpot connected with live chat enabled?
- ✓ Tool in its own step?
- ✓ Active hours configured?
- ✓ Email collected first?
- ✓ Test during configured active hours?
For @share_booking_link
Check:- ✓ Calendar integration connected?
- ✓ Meeting types configured?
- ✓ Available time slots in calendar?
Issue: Playbook Not Triggering
Symptom: Trigger phrase doesn’t activate the playbook Possible causes:- Playbook is inactive - Toggle playbook to “Active”
- Trigger phrase doesn’t match - Type trigger phrase exactly as configured
- Another playbook already active - Check if another playbook has same/similar trigger
- Chatbot not deployed - Ensure chatbot is deployed and active
Getting Help
In-App Resources
Hover tooltips: Hover over tools to see what each tool does Tool panel: Shows which tools are used in your playbook (highlighted) Validation messages: Explain what’s wrong and whereContact Support
When to contact:- Persistent errors after troubleshooting
- Integration issues
- Data not syncing to CRM
- Technical errors or bugs What to provide:
- Playbook ID or name
- Steps to reproduce
- Screenshots of errors
- What you’ve already tried
Related Pages
- Getting Started with Playbooks - Overview and all tools
- Core Concepts & Structure - Understand how playbooks work
- Best Practices & Tips - Prevent issues before they happen
- Quick Reference - Quick syntax lookup