A connection shows as disconnected — what do I do?
Reconnect it from the Connections page. This usually happens when a login has expired on the other side (for example, a tool revoked access, or a password changed). Reconnecting takes the same one click as the original setup.
A knowledge sync isn’t picking up my latest changes
Check the sync’s last-run status first — if it failed, the reason is usually shown right there (a moved spreadsheet, an unreachable API). If it succeeded but the content still looks stale, confirm the sync’s schedule matches how often your source actually changes; a sync that runs nightly won’t reflect a change you made five minutes ago.
Live lookups run on a tight time budget so callers aren’t left waiting. If a capability is timing out, the system it depends on is likely responding too slowly — check that connection’s health, and consider whether the capability is trying to do too much in one step.
Yes. Every genie’s During tab has an on/off switch per capability — turning one off doesn’t remove its configuration, so you can turn it back on later exactly as it was.
No. Everything described in this guide — connections, knowledge syncs, capabilities, post-call actions — is configured through the visual interface. Some advanced features (like the raw webhook option for post-call actions) are there for teams that want to go further, but they’re entirely optional.
