Hook

An error message or slow loading time when logging into Hook.

Unable to login to Hook

Unable to find an account using search or the Customers table

Account missing in Hook

Account appears as churned in Hook but I know it is an active paying customer

Account has churned in Hook but should still be active

The list of accounts in My Overview doesn't match the accounts where I'm the CSM (Customer Success Manager)

My Overview doesn't show the correct accounts

The list of accounts in My Overview doesn't match the accounts that belong to my team

Team Overview doesn't show the correct accounts

An account appears in Hook but has an Inactive or No Data placeholder instead of an Engagement Level.

No Engagement Level for an account

The key metrics are showing zero for most or all metrics for an active account

Zero values for Key Metrics

A data sync is set up between Hook and your organisation’s CRM, but fields in your CRM have not updated as expected

Data sync is not working as expected

Cadences added in your cadencing tool do not appear in Hook when selecting users to put in a cadence.

Can’t view cadences in Hook

Troubleshooting errors when trying to deactivate a Hook user

Unable to Deactivate a User in Hook

How to resolve user access issues with Okta SSO, Microsoft SSO and SCIM.

Troubleshooting User Access Issues

Answer common questions and fix common issues in Hook

Troubleshooting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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