Check my setup: find out what's wrong without asking us
Check my setup in the sidebar runs the same health check we'd run for you, and tells you what to do about anything it finds. It only reads your account — nothing is changed, and no messages are sent.
01When to use it
- Your setter didn't reply to someone and you don't know why
- You just finished setting up and want to know it's actually live
- A voice note came back as text
- Anything feels off and you'd rather not wait on support
02What it checks
- Connections — are your accounts still linked, or does one need reconnecting
- Your AI setup — is there a persona, an offer, and a conversion goal
- Automations — do you have a flow, and is it actually live
- Leads — are people coming in, getting qualified, and booking
- Follow-ups — is anyone sitting unanswered or going stale
- Plan — is your subscription in a state that lets the setter send
03How to read it
Problems come first. Everything that passed folds away at the bottom, so you're not hunting for the one red item among twenty green ones.
Each problem tells you what's wrong in plain English and what to do next. A warning is worth fixing soon; a critical item is stopping your setter from working right now.
04Voice notes get their own section
If any voice note recently went out as text instead of audio, you'll see it here with the reason — for example "Someone sent you a voice note and got text back." That one's worth fixing first: a lead who sends you voice should always get voice back.
If you see it more than once, re-record your voice under AI → Voice and run the check again. If it keeps happening after that, send us a ticket — that one's on us.
05It's a snapshot, not a monitor
The check reflects the moment you run it. After you fix something, run it again to confirm it's clear.