Clients.ai

Flow issues

Fix issues with Flows, agents, funnel steps, and leads

My flow is active but no leads are coming in

Check these:

  1. Flow status is "Active" (not Paused)
  2. LinkedIn or Instagram is connected in Settings → Social Integrations
  3. Traffic Agent is enabled in the Flow
  4. Sales Agent is enabled if you want DM conversations
  5. The first offer is configured in Conversion Agents
  6. Give new Flows time to ramp up gradually

The funnel shows an error

  • Verify Flow hasn't been deleted
  • Check serial code in URL is correct
  • Try accessing in incognito mode (clears cache)
  • Check the first offer in the Conversion Agents tab
  • Contact support with serial code

LinkedIn or Instagram agent isn't posting

Verify:

  1. The account is connected in Settings → Social Integrations
  2. Check connection status (green checkmark)
  3. Open the Traffic Agents tab
  4. Click the agent card and check the content section
  5. Reconnect the account if the connection is stale
  6. Remember that agents ramp up gradually

Emails aren't sending to leads

Check:

  1. Verify SMTP configuration in Settings → Email
  2. Send test email to yourself first
  3. Check if emails are going to spam
  4. Verify Flow has active email sequence
  5. Check lead's email address is valid
  6. Open the Nurture Agents tab and confirm the sequence is active

Checkout or booking isn't working

  • Check the first offer in the Conversion Agents tab
  • For checkout, confirm payments are connected
  • For booking, confirm your booking settings are complete
  • Try the link yourself in incognito mode
  • Contact support with the Flow and offer name if it still fails

Agents aren't generating content

  • AI generation can take 20-90 seconds - be patient
  • Don't refresh the page during generation
  • If stuck > 2 minutes, refresh and try again
  • May have hit rate limit - wait 5 minutes and retry
  • Check browser console for errors
  • Contact support if persistent

Leads aren't showing up

Verify:

  1. You're not filtering by specific Flow (check filters)
  2. Date range filter includes today
  3. Try clearing all filters
  4. Refresh the page
  5. Check if leads went to different Flow than expected

Flow links are not working

  • Check the full URL is correct (including serial code)
  • Clear browser cache
  • Try incognito mode
  • Verify Flow is Active (not Paused or Deleted)

Can't edit flow settings

  • Check if Flow is currently running (may need to pause first)
  • Clear browser cache
  • Try different browser
  • Check if you have necessary permissions
  • Contact support if issue persists

Performance is slow

  • Check your internet connection
  • Clear browser cache
  • Close other tabs/applications
  • Try different browser
  • Disable browser extensions (especially ad blockers)
  • Platform may be experiencing high traffic (rare)

Quick flow troubleshooting guide

Flow says "active" but nothing is happening

  1. Check when you launched it - Agents take 24 hours to start
  2. Go to Flow → Traffic Agents tab and open the agent card
  3. Check content, promo, and sales sections
  4. Check LinkedIn or Instagram is still connected
  5. Wait 48 hours total before worrying

My funnel shows "undefined" or broken text

  • You may be missing offer details
  • Go to your Flow settings
  • Open the Conversion Agents tab
  • Check the first offer, checkout or booking step, and thank-you page
  • Save and test again

People click my link but don't see the page

  • Check the URL you're sharing is exactly correct
  • Try the link yourself in incognito mode
  • If it works for you but not them, ask them to clear cache

Form submissions not recording

  1. Test it yourself - use a real email you can check
  2. Go to Leads page - did YOUR test show up?
  3. If yes, other people's submissions ARE working
  4. If no, check SMTP settings (emails might be failing)
  5. Check browser console (press F12) for errors when submitting

LinkedIn posts being created but not publishing

  • LinkedIn has daily limits (around 5-10 posts per day for free accounts)
  • If you schedule too many, they queue up
  • This is normal - they'll publish over the next few days
  • Don't create multiple Flows with LinkedIn Agent or you'll hit limits faster

Email sequence stopped sending

  • Check if lead unsubscribed
  • Check if emails are bouncing (bad email address)
  • Verify SMTP is still connected (Settings → Email → Send Test)
  • Check if you hit daily send limits (usually 500/day for Gmail)

Agent keeps generating the same content

  • This means it's working! Agents create variations, but themes repeat
  • If you want totally different content, edit the Agent's instructions
  • Go to Flow → Settings → Edit Agent → Add new instructions

Dashboard shows leads but I can't find them

  • Check Leads page filters - might be filtered to wrong Flow
  • Clear all filters
  • Try Export All and open in Excel - they're definitely there

Can't delete a flow

  • You might have an active Flow running
  • Pause the Flow first
  • Wait 5 minutes
  • Then try Delete again

URL shortener not working

  • Clients.ai doesn't have a built-in shortener
  • Use bit.ly or tinyurl.com to shorten your Flow URLs
  • Or just share the full link - it works fine

Getting "rate limit exceeded" error

  • You're trying to run Agents too fast
  • Wait 5 minutes
  • Run one Agent at a time instead of clicking them all at once

Export to CSV shows weird characters

  • Your Excel might be set to wrong encoding
  • Open CSV in Notepad first
  • Save As → Encoding: UTF-8
  • Then open in Excel

LinkedIn posts showing up at wrong time

  • Time zones! Check your profile timezone
  • Posts schedule in YOUR timezone, not LinkedIn's
  • Go to Settings → Account → Timezone
  • Set to your actual location

"something went wrong" error (generic)

  1. Take a screenshot of exactly when it happens
  2. Note what you were doing (clicking what button?)
  3. Try in incognito mode
  4. Email hi@clients.ai with screenshot and steps to reproduce

Flow works on desktop but not mobile

  • Some setup screens are designed for desktop
  • Share the published lead-facing link, which works on mobile
  • Use desktop when editing Flow settings or funnel steps

Getting duplicate leads

  • Same person entered the Flow twice? That's tracked separately
  • If you want to dedupe, export to Excel
  • Use "Remove Duplicates" function
  • Or just know that emailing them twice won't hurt (Nurture Agents dedupe automatically)

Conversion rate shows 0% but I have leads

  • Math error when you have very few visitors
  • Need at least 50 clicks before conversion rate calculates properly
  • Keep running the Flow!

LinkedIn connection keeps disconnecting

  • LinkedIn security measures trigger this sometimes
  • Reconnect LinkedIn
  • Use the OAuth method (not cookies/credentials)
  • Don't connect from VPN

"quota exceeded" error

  • You hit your Working Hours limit
  • Either wait until the next billing cycle
  • Or add Working Hours from Billing
  • Check Settings → Billing to see current usage

Can't upload logo to flow

  • File might be too big (max 2MB)
  • Resize to under 500KB
  • Use PNG or JPG (not SVG)
  • Try a different image editor if it keeps failing

Webhook not firing

  • Check the webhook URL is exactly right
  • Test it with a tool like webhook.site first
  • Make sure your server can receive POST requests
  • Check firewall isn't blocking Clients.ai

If you're still experiencing issues after trying these solutions, contact hi@clients.ai with:

  • Your account email
  • Flow ID or name
  • Description of the problem
  • Screenshots if applicable
  • Browser and OS version

Support team typically responds within 12-24 hours.

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