> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dialtu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# History and troubleshooting

> What happened to each lead and what to do when something doesn't move

Salesflow logs **everything** that happens to a customer, including the decisions to do
nothing. When something isn't working as expected, the answer is almost always here.

## Where to look

From a card's menu you get three views:

<CardGroup cols={3}>
  <Card title="View Activity" icon="timeline">
    The customer's full timeline: entries, moves, calls, chats, sequences, and evaluations.
  </Card>

  <Card title="Move History" icon="arrow-right-arrow-left">
    Only the stage changes, with the move type and who did it.
  </Card>

  <Card title="Processing History" icon="magnifying-glass">
    Every transition evaluation, including the ones that decided **not** to move.
  </Card>
</CardGroup>

<Frame caption="A customer's Processing History">
  <img src="https://mintcdn.com/dialtu-0be120d3/Tq3xO7XBwbjlVR6P/images/en/salesflow/history-processing.png?fit=max&auto=format&n=Tq3xO7XBwbjlVR6P&q=85&s=08712ffdea3f12d3127c36fc6f1aa3e0" alt="Processing history drawer showing a Moved evaluation at 93% confidence and several AI: Should Not Move results" width="411" height="821" data-path="images/en/salesflow/history-processing.png" />
</Frame>

## The possible results

Every evaluation ends with one of these eight results:

| Result                    | What it means                                                                      |
| ------------------------- | ---------------------------------------------------------------------------------- |
| **Moved**                 | The customer changed stage.                                                        |
| **Flagged for Review**    | The AI had intermediate confidence. The customer carries the amber *Review* badge. |
| **Conditions Not Met**    | A static transition was evaluated and its filters didn't match.                    |
| **Orchestrator Disabled** | There are AI transitions, but the orchestrator is off.                             |
| **AI: Should Not Move**   | The AI evaluated and decided a move isn't warranted.                               |
| **Low Confidence**        | The AI didn't reach the skip threshold.                                            |
| **Evaluation Error**      | The call to the AI failed.                                                         |
| **Move Failed**           | The AI decided to move, but validation prevented it.                               |

For static transitions the panel shows which criteria were **Met** and which were **Not**, with
the real call values. For AI ones, it shows the **confidence** and the **reasoning**.

***

## Common problems

<AccordionGroup>
  <Accordion title="No customers are entering the pipeline">
    In order of likelihood:

    1. **The input node isn't connected.** If it shows *Not connected*, drag from the node to a
       stage.
    2. **The node is inactive**, or the **pipeline isn't in Active status**.
    3. **The conditions match nobody.** By far the most common case: the *Filter by agent* filter
       points at an **agent you deleted**. Check it.
    4. **The conversation hasn't ended.** Chat entry happens when the session is resolved, not
       when it starts (unless you chose *On start*).
    5. **The customer was already** in the pipeline and the re-entry policy blocks them, or
       they're still in cooldown.

    Remember that a non-match **generates no visible error**. The silence is the symptom.
  </Accordion>

  <Accordion title="Customers enter but don't move">
    1. Check the **Processing History**. If there are no entries, the evaluation never ran — the
       conversation probably didn't end.
    2. If you see **Conditions Not Met**, the panel tells you exactly which criterion failed.
    3. If you see **Orchestrator Disabled**, enable it — and remember to tick *Reactivate
       transitions*.
    4. If you see **Low Confidence** repeatedly, your transition prompt is too vague or too
       broad. See [writing good prompts](/en/salesflow/orchestrator).
    5. Check the transition is **Active** and that it leaves the stage the customer is in.
  </Accordion>

  <Accordion title="They move, but via the wrong transition">
    **Static transitions are always evaluated before orchestrator ones**, and within each group
    **Priority** rules — the first match wins and stops evaluation.

    If an overly broad static transition is catching every case, tighten its conditions or lower
    its priority.
  </Accordion>

  <Accordion title="A sequence didn't run">
    1. **Was it a bulk move?** Bulk moves **do not trigger** *On departure* or *On arrival*
       events. Only individual dragging does.
    2. **Did they enter via a call?** Call entries don't trigger *On arrival* events.
    3. **Was the Execution limit used up?** It defaults to 1 per customer, for their whole stay in
       the pipeline.
    4. **Are you using conditional sequences with no default branch?** If no branch matches,
       nothing runs.
    5. **Do the event conditions include a time range** that doesn't cover the moment it fired?
  </Accordion>

  <Accordion title="A sequence failed partway">
    When an action fails, **the whole sequence fails** and the rest is cancelled. There's no
    automatic retry.

    Open **View Activity** on the customer, find the failed execution, and use **Retry from
    failure** (continues from where it broke) or **Retry all** (starts over).

    Common causes: the customer has no phone number for a call, an invalid webhook URL, or a
    WhatsApp template that stopped being approved.
  </Accordion>

  <Accordion title="I see customers I already deleted">
    This is known behavior: **deleting a contact does not remove them from pipelines**. Their
    card stays on the board, counts toward the column total, and remains eligible for timers and
    sequences.

    In the meantime, remove them from the pipeline explicitly with **Remove from Stage** in
    addition to deleting the contact.
  </Accordion>

  <Accordion title="The AI keeps moving customers with the pipeline paused">
    Correct, and expected: **pausing the pipeline does not stop transitions**. It only stops
    input nodes and idle timers.

    To stop AI movement, disable the **Orchestrator Agent**. To stop static ones, deactivate them
    individually.
  </Accordion>
</AccordionGroup>

## What doesn't exist yet

To save you the search:

* **There are no per-stage conversion, time-in-stage, or drop-off reports.** The dashboard widget
  shows the per-stage count and one global conversion rate.
* **A stage's Idle alert doesn't send notifications.** Use an *Idle timer* event instead.
* **There's no campaign integration.** A stage can place a single call, but not launch a
  campaign.
* **Stage moves don't appear in the Conversations timeline**; they're in the customer's activity
  inside Salesflow.
