Troubleshooting Activate

Work through these from the symptom. Most Activate problems come down to a connection, a missing revenue save, or the Strategy baseline.

Onboarding shows "Blocked · Align publication required"

Riley is not published. Publish the Board Pack (Generate and publish the Board Pack), then reopen the same onboarding URL. You do not need to allocate again.

"The selected Align strategy changed"

Riley was republished while the wizard was open. Reload, check step 1 shows the source you want, then create the baseline again.

Integration not connected, Error or Revoked

Open the client's Products tab, Integration access. Read the Reason and Last verified lines.
Not requested or Invited: check the recipient and use Resend request.
Error: short outages clear on the next pull. If it persists, Re-request keys (PartnerStack) or Request reauthorization (Zoom).
Revoked: the contact must connect again.
Webhooks pending or failing do not stop data. Scheduled pulls still run. Ask the contact to register the webhook endpoint shown in their Integrations page.

Go live is disabled

A required check is not passed or waived. Read the Pre-flight readiness card, fix the flagged item, then Re-run checks. See Readiness and go-live.

Snapshot stale or "Monthly reconciliation not complete"

"No metric snapshot" before the first daily run is normal. Daily snapshots run at 02:00 UTC.
Inputs stale: the month's revenue figures are missing or older than 14 days. Ask the client to save them.
A closed month looks out of date: late PartnerStack data does not refresh it by itself. Ask the client to re-save that month's inputs. See Snapshots and metrics.
No Review for a month: all four figures for that completed month must be saved.

Generation failed

Use the retry button in the workspace (Retry generation, Retry saved setup, Retry kit renders). If it fails again, note the support reference shown (also visible in the mirror) and escalate, as for any failed run in Troubleshooting failed generations.

Story cannot be approved

Look for any remaining [PLACEHOLDER], unchecked source support, or a QA score below 4/5. Placeholders mean the transcript lacked evidence. The fix is more interview material, then edit or regenerate.

Currency mismatch advisory

"Monetary projections are paused because Finance uses X while the captured Strategy baseline uses Y." Workflows keep running. The client sets the Finance company currency to match the baseline in Finance settings. The baseline currency cannot change.

Brief handoff failed

In the mirror, open the brief's decision history and press Retry handoff.