Troubleshooting

Troubleshooting and FAQ

Common setup and usage issues in DashboardGenius and how to resolve them quickly.

Troubleshooting and FAQ

Use this page when setup or analysis behavior does not look right.

Connection and Data Issues

I connected a source, but results look incomplete

Check:

  • Correct organization is selected
  • Prompt includes explicit timeframe
  • Data source still appears connected
  • First validation questions return expected table/tab/date coverage

Snowflake connection keeps failing

Check account format, credentials, warehouse state, and schema values with your internal admin.

Google Sheets cannot connect

Verify the sheet is shared with the service account email shown in onboarding and that the URL is correct.

File upload did not connect

Confirm the file type is supported and file size stays within the limit shown in the upload flow.

Response Quality Issues

Answers are too broad

Add:

  • Specific line/area/plant
  • Exact dates or range
  • Required output format (trend/rank/compare)

Results seem off from expected KPIs

Ask a control question for known numbers (for example yesterday's total output) and compare against your trusted source.

If mismatched, re-check connection setup and naming conventions in AI Context.

Collaboration and Sharing Issues

Team cannot find shared work

Use Team Spaces consistently and keep space names standardized.

Recipients not getting scheduled report content they need

Review report question clarity, cadence, and recipient list. Add/update stakeholders in People if necessary.

AI Context Questions

What belongs in AI Context?

Add durable business definitions and terminology. Avoid temporary updates that change hourly.

Can I include files or voice notes?

Yes. AI Context supports text plus uploaded content, and voice notes can be transcribed into usable context.

When to Contact Support

Contact support when:

  • A connection repeatedly fails after credential checks
  • Access or invite behavior is inconsistent
  • Scheduled report behavior appears unreliable over multiple runs

Support: support@ltgai.com

More Help

If you are onboarding a new team or plant, start with Getting Started with DashboardGenius.