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Troubleshooting

Sign-in, sync issues, drafts, and getting unstuck.

Work through these in order:

  1. 1Open Settings → Integrations. If the mailbox shows “Sign-in expired”, the OAuth token expired or was revoked — password changes and admin policy changes both revoke tokens. Reconnect and polling resumes within a couple of minutes. Mail that arrived while the connection was down isn't back-filled automatically, so tell us if you need it and we'll pull it in.
  2. 2If it shows connected but drafts aren't appearing, check whether the emails you're expecting actually match your lead criteria — Monty only drafts for messages it identifies as lead conversations.
  3. 3Still stuck? Email hello@montyai.co with your workspace name and one example email's subject and time, and we'll trace where it stopped.
Settings → Integrations, showing mailbox connection status
Settings → Integrations — check the mailbox is still connected here first.

Most sign-in problems clear with one of these:

  1. 1If you created your account with email and password, sign in that way instead. Accounts created with Google sign in with Google (or set a password via “Forgot password”).
  2. 2If you see “sign-in isn't available yet”, that provider isn't switched on for your environment. Use another sign-in method and tell us — that one is on us, not you.
  3. 3Stuck on an error page or a loop? Retry once in case the provider was briefly unavailable, then email hello@montyai.co from the address you're trying to sign in with, include a screenshot, and we'll unblock you — usually same day.

Edit it before approving — that's the fix, not a workaround. Every edit is a training signal: your recent corrections are fed back into the next drafts, so phrasing you keep changing fades out. If drafts are consistently off (wrong formality, wrong length, signs off wrong), recalibrate in Settings → Voice, where you can state preferences explicitly instead of teaching by edits. Voice settles as your corrections accumulate — most people see drafts stop needing edits after their first batches of corrections; if yours doesn't, tell support — that's a bug to us, not a preference.

Settings → AI Voice, where tone and example phrases are adjusted
Settings → AI Voice — state a preference here rather than teaching it by edits.

Three usual causes, in order of likelihood:

  1. 1The lead replied — any reply cancels scheduled follow-ups on that thread.
  2. 2The lead is on your do-not-contact list — check Settings → Do not contact.
  3. 3The follow-up hit your cadence cap or fell outside your sending hours, and is queued for the next window — check your campaign's sending settings.

Each lead's activity feed shows scheduled, sent, and cancelled follow-ups with the reason — if it disagrees with what actually happened, screenshot it for support.

Monty's alerts land in the notification bell in the portal, so check there first. Then check your toggles in Settings → Automation — “Draft ready for review”, “Email sent confirmation”, and “New lead added” can each be switched off and may simply be disabled. Email digests aren't switched on yet, so nothing arrives in your inbox from those today. If an alert you expected never showed up at all, email hello@montyai.co with your workspace name and roughly when you expected it, and we'll trace it from our side.

Email hello@montyai.co or use the contact form with four things: your workspace name, what you did, what you expected, and what happened instead — plus a screenshot and rough time if you have them. That's usually enough for us to find it in the logs on the first pass instead of a back-and-forth. Genuine bugs get priority regardless of plan; if it's blocking sends or losing leads, say so in the subject line and it jumps the queue.

Signed in? The fastest route is Report a problem in the portal's help menu — it files a ticket already tied to your workspace.

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Troubleshooting — Support · Monty AI