Monitoring & Troubleshooting

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Agent Dashboard

Access the dashboard via the three-dots menu next to the Activate button, then select Agent Dashboard.

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Key metrics

Select individual runs to review results, or click View Results for a detailed breakdown.

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Report

The Report page shows execution-level data:

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Tasks

Each matched record generates a separate task. Monitor:

• Status - Success, Failed, or Pending
• Error messages - permission issues, invalid data, field mismatches

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Data load status

Before an Agent can run, both metadata and data must be loaded for the relevant entities.

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Verify load status

1. Go to Integrations and find the relevant entity
2. Check that Data Status shows Done
3. Check that MetaData Status shows Done

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Trigger a manual reload

If data has changed significantly:

1. Click the three-dots menu next to the Test button
2. Select Load Metadata - wait for completion
3. Select Load Data to fetch recent updates

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Troubleshooting