AI agent not running in HelloGrowthCRM — diagnosis
AI agent not firing? Check enablement, autonomy level, cost cap, training data, audit log.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Troubleshooting section to browse more guides, compare related tasks, and choose a better starting point.
View all Troubleshooting guidesIf an AI agent isn't doing what you expected, check enablement, autonomy, cost cap, training data, run logs in that order.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Owner or Admin role
- •5-10 minutes
- 1
Check agent enabled
Settings → AI → [Agent] → toggle on.
- 2
Check autonomy level
Suggest doesn't auto-execute. Higher level for fire-and-forget.
- 3
Check cost cap
Settings → AI → Budgets. Hit cap = paused.
- 4
Check training data
NBA needs 100+ closed deals. Settings → AI → [Agent] → Training status.
- 5
Check audit log
Settings → Security → Audit. Filter agent_action_skipped.
- 6
Check trigger conditions
Voice agent needs hours. Post-Call needs recording. NBA needs scope.
- 7
Verify dependencies
Twilio for voice, OpenAI for compute. All connected?
- 8
Look for errors
Settings → AI → Logs. Errors highlighted.
- 9
Test on sample
Each agent has Test button.
- 10
Contact support
support@hellogrowthcrm.com with agent name + run timestamp.
Frequently asked questions
How long until agent learns?▾
100+ deals = NBA usable; 200+ good; 500+ great.
Cost vs accuracy?▾
Smaller models cheaper but less accurate.
Agent doing too much?▾
Lower autonomy.
Doing too little?▾
Raise autonomy + check trigger filters.
Multiple agents conflicting?▾
Audit log shows; tune priorities.
Privacy?▾
Workspace-isolated.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Troubleshooting or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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