FAQ & Troubleshooting
"My personas don't match my market."
Add more Knowledge Bank documents for context, edit the GTM Brief to be more specific, manually create a persona that better reflects your own understanding, or use Talk to persona to see how a generated persona was actually built and where it's off.
"A persona feels generic."
Add more specific sources — case studies, real customer interviews — to Context, edit the persona's details directly, use Talk to persona to test whether it feels realistic, and check the reaction with actual customers when you can.
"I'm not sure how to describe an ICP."
Start with company size (SMB, mid‑market, enterprise), add industry/vertical, name the specific roles or personas it contains, and reference the Knowledge Bank sources that back the description.
"A persona or ICP shows a staleness warning."
Something upstream — the GTM Brief, an ICP, or new evidence — changed after that item was built. Click See what changed to review the difference, then I've reviewed this to clear the flag. Nothing rewrites itself automatically without that review.
"A document in Context shows a failed status."
It didn't finish processing and isn't contributing to personas, chat, or artifacts yet. Remove and re‑upload it, or try a different file format if the same document keeps failing.
"Why does chat say something is unconfirmed?"
Persona X deliberately separates Stated (human‑confirmed Strategy), Believed (evidence‑backed Memory), and Pending (single‑source Signals) — see Workspace Memory. A pending or preliminary finding is flagged as such on purpose, because only multi‑source agreement earns the word "signal."
"Why did an action just cost credits?"
Generation and analysis actions are metered — artifact rendering, Deal Advisor / persona chat, evidence‑based drafting, contact/company enrichment, and battle cards all charge credits. Reading Strategy, Signals, Context, or Memory, and ordinary project chat, are free. Check your balance under Settings & Billing.
"I connected HubSpot/Notion but a different project isn't showing the sync."
These connectors sync per‑project. Open Connectors, find the connector's card, and use the "Managing sync for" selector to point it at the project you expected to see data in.
"RHTP isn't showing up in my sidebar."
RHTP needs two things: a healthcare‑vertical workspace, and a connected Rural Care Journey key under Connectors. Without both, the RHTP item won't appear even in Deal mode.
"A LinkedIn auto‑draft doesn't match our voice."
Use Refine in chat on that specific draft before approving it, or check Brand identity → Voice — the rules generation is evaluated against live there.