Intake troubleshooting
Review required
Section titled “Review required”This is a safe outcome, not a failed request. Open the event, correct the extracted details, select a service if known, and approve the CRM creation.
Duplicate
Section titled “Duplicate”Qonvera has already received this enquiry. Open the original record rather than submitting it again.
Intake is unavailable
Section titled “Intake is unavailable”Refresh the page and confirm that you are in the correct workspace. An Owner or Admin can check that the website or email source is active in Settings → Channels. If the problem continues, contact Qonvera support with the source name, time, and visible error. Do not repeatedly resubmit the enquiry; check Intake first to see whether it arrived.
Email extracted the sender instead of the lead
Section titled “Email extracted the sender instead of the lead”Notification emails often come from a fixed sender such as noreply@.... The actual lead’s details may be inside the message instead. Review the extracted fields before approval. Ask the person managing the form or email template to clearly label the customer’s name, email, phone, company, and message.
The expected account is not suggested
Section titled “The expected account is not suggested”Confirm the reviewed company name, company website, and lead email are correct. Qonvera suggests accounts from the current workspace using an exact normalized company name or a matching non-free business domain. Similar names and Gmail, Outlook, or other free-mail domains are intentionally insufficient. Select an account manually when the evidence is valid, or create a new one only after checking the Accounts page for duplicates.
If Qonvera says the account match changed, another user edited the account catalogue during review. Reload the event and confirm the latest suggestion instead of retrying the stale choice.
Retry safely
Section titled “Retry safely”Use Replay only when it is available for a failed enquiry and the problem has been corrected. Review required enquiries need Review and approve, not replay. Check the attempt timeline and linked CRM records before trying again.
