FAQ and troubleshooting

General

Can I use ERP•AI on my phone? Yes, in your phone’s web browser: go to apps.erp.ai and sign in. There’s no separate mobile app.

Do I need to know how to code? No. You can build apps with the visual tools, install ready-made apps, or describe what you need to Proto, the AI agent. Developers can also use the REST API, code nodes, and their own AI agents.

What’s the difference between an organization and an app? An organization is your company workspace. It holds people, billing, and many apps. An app is one business system (CRM, HR…) inside it. See Key concepts.

Is there a free plan? There’s no base fee. Viewing, searching, and manual record work are free. Metered activity (API calls, workflow runs, AI, imports, storage beyond the included amount) uses prepaid credits. Every new account starts with $100 of credit, valid for 1 month, and you can buy more at any time. See Pricing.

Do credits expire? Credits you buy never expire. The $100 starting credit is valid for 1 month.

Apps and data

I installed a published app by mistake. How do I remove it? Open the app, then go to App menu → App Settings → General → Danger Zone → Delete App. Deleting is permanent.

Can I undo a deleted record, table, page, or workflow? Yes. Open Administration → Trash and restore it. See Trash. Records removed with Clear App Data can’t be recovered, so take a snapshot first.

Why can’t I save a record?

• A mandatory field is empty. Fill it in, or click Draft if drafts are enabled.
• A validation rule is blocking the save. Read the message shown and fix the value.
• The value must be unique and already exists on another record.
• Your role doesn’t allow creating or editing records in this table. Ask an admin.

Why can’t I edit a field? It might be a calculated field (Formula, Rollup), have Editable turned off, be locked by Lock record or Trigger Locking on Edit, or your role might not allow editing.

My formula shows an error or a blank value. Check that the column names are spelled exactly right, that text is in quotes (double or single both work), and that the Output Type matches the result (for example Number for math). Use Preview for record in the formula editor to test. Wrap risky parts in IFERROR(…, fallback).

My rollup setup says “No tables reference … yet”. Add a Reference field in the child table that points to this table first. See Rollup fields.

Dashboards or reports show old numbers. Reports use an analytics copy of your data that can lag behind the live data by a few minutes. Check Command Centre → Data Health. If Delta isn’t 0 for a long time, click Rebuild Analytics.

My import failed or skipped rows. Check App menu → Import Logs. Common causes: select values that don’t match the options exactly, wrong date formats, missing mandatory fields, or linked records that don’t exist yet. Download the sample template from the Import dialog and match its format.

Workflows

My workflow doesn’t run. Make sure its Status is Active, the trigger’s Table and Event Type are correct, and the Trigger Conditions aren’t excluding the record. Check Runs for errors. See Workflow troubleshooting.

A step fails with an authentication error. Reconnect the service in App Settings → Connections and select the connection again in the node’s Credentials.

Access and security

A colleague can’t see my app. Invite them in App Settings → App Access (or with Invite User) and give them an app role. If they aren’t in your organization yet, invite them in Settings → Members first.

How do I limit what someone can do? Create a custom app role (App Settings → App Permissions → + Add Role) with only the permissions they need. For organization-wide rights, use Settings → Access Roles.

I lost my API key. Keys are shown only once. Create a new key and revoke the old one in Settings → API Keys.

People get signed out automatically. Your admin has turned on Session Timeout. You’ll see a warning one minute before you’re signed out.

I get a 401 or 403 error from the API. Check that you send Authorization: Bearer <key> and the x-app-id header, that the key hasn’t expired or been revoked, and that it has the right scopes and app access. Use the base URL https://apps.erp.ai/v1 directly. Some HTTP clients drop the Authorization header when they follow a redirect.

Getting more help

• Report an issue in the organization menu or the app menu (click the app name)
• Help in the app menu
• Contact link at the bottom of ERP•AI pages
• Enterprise customers: contact your ERP•AI account team (Contact sales on the Credits page)