Critical Issues with AI Outreach Agent Workflow and Authorization Errors | Lindy Community

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Critical Issues with AI Outreach Agent Workflow and Authorization Errors | Lindy Community

Alon J.
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Hey Pat - Thanks for reaching out! 1. Email Workflow Trigger Failures While the first email was triggered correctly, the subsequent 4 emails in the sequence are not being triggered or passing through the workflow. Very odd! 🤔 Taking a look with my team. As a quick request, do you mind testing this while toggling off the 'draft' feature for the followup email? Would you be willing to test that out? Thank you! 2. Task Visibility Issues (Client vs. Owner View) This workflow was built for a client. My client can see the tasks in their view, but I cannot see them in my account, despite being the workflow owner. Do you mind sending the URL that is the one you're referring to? Is it this one? https://chat.lindy.ai/aga-jacobss-workspace/lindy/sq-lead-outreacher-architekteninnenarchitekten-1612-696e1abd657edef609bb9d87/tasks 3. Agent Builder Authorization Errors The Agent Builder is providing incorrect instructions and displays an keeps saying it has no permission to rebuild the workflow?! I'll need the URL associated with this issue, please 🙂 I'll share with my engineering team as feedback! 4. Agent Sharing Limitation I'm unable to reshare the client agent back into my account after it was shared with the client. What is the error you're getting? If you could provide a video on how you're doing this, that would be great. If you've shared an agent to your client, it technically shouldn't have left your account unless you provided a template, then deleted your original copy! 5. Persistent "Unauthorized" Popup A popup notification in the lower right corner continuously displays "unauthorized," making it difficult to work in the platform. I'm getting my team to look into this!
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Pat S.
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i tested the same in a outreach agent of my own and it also did not send the last email?! 2. yes that is this one, i wanted it to share back to my workspace, but did not work 3. what to you mean by URL, it is the same agent as mentioned before : https://chat.lindy.ai/aga-jacobss-workspace/lindy/sq-lead-outreacher-architekteninnenarchitekten-1612-696e1abd657edef609bb9d87/tasks 4. i get no error, but i also get no email or notifacation, nor does the agent appear in my workspace, so basically just nothing happens, after i click on share and type in my email 5. yes it appears only in the lower right buttom of the window. It makes it very difficult doing anything with this multitude of errors. I tried this afternoon to start from scratch with an outreach agent on my personal workspace, the testing went almost well except i also there did not have all mails send even though the draft toggle was off
Alon J.
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Hey Pat!
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Our team is looking into it 🙂
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It's becuase for the agent, you have 'User' access. You'll need to be changed to have 'Edit' Access. Here is a description on how it works.
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Hmm - You mentioned 'agent builder' - Agent Builders live under 'Chat' or under the 'Ask' Button at the bottom of the workflow. The link you provided is a link to the actual agent. Not the agent builder
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Ah, I see. It looks like the Lead Outreacher is 'Shared with Me' within the respective workspace that you originally shared it to. In this instance, I would create a template and open the template within your own workspace.
Pat S.
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1. Our team is looking into it 2. 3. It's because, for the agent, you have 'User' access. You'll need to be changed to have 'Edit' Access. Here is a description of how it works. - But I am an Admin in Aga’s Workspace, is that not enough? I attach a screenshot
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Hmm - You mentioned 'agent builder' - Agent Builders live under 'Chat' or under the 'Ask' Button at the bottom of the workflow. The link you provided is a link to the actual agent. Not the agent builder
- Where do I find a link to the agent builder? I just have a chat window within the agent?!
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Ah, I see. It looks like the Lead Outreacher is 'Shared with Me' within the respective workspace that you originally shared it to. In this instance, I would create a template and open the template within your own workspace.
• ⁃ I did create a template?!
Pat S.
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Hello, is there any update to my previous message?
Alon J.
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Hey Pat! Yeah that's correct - You'll need to have Edit Access on the specific Lindy. Being an Admin within a workspace and having Edit Access are not the same. I've sent screenshots of the documentation I've linked here that show the difference! Agent/App Builders are under the 'Chat' section. Please let me know if I missed anything!
Pat S.
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Thanks Alon, I managed to do it this morning. I could change it by sharing it again with me. But not in the Member overview or something, which is odd.
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