Troubleshooting and FAQs

Troubleshooting Extensiv AI

1.4 min read

| June 14, 2026

If something isn't working as expected, find the issue below.

Issue What to try
No results returned
  • Add more detail — vague questions often return nothing.
  • Add a time range if you didn't include one.
  • Confirm you've selected the right mode (Data vs. Knowledge).
Answer doesn't look right
  • Break a complex question into smaller, focused ones.
  • Restate it with a specific customer name, SKU, or date range.
  • Use the thumbs-down button to flag the response — feedback goes directly to the Extensiv team.
Extensiv AI says it can't answer
  • The topic may be outside its current scope (billing and general ledger data, for example).
  • For how-to questions, the document you need may not be uploaded yet — ask your admin.
  • Your admin may not have granted your account access to that data area — see Enabling Extensiv AI for Users.
  • Data mode may not be included in your plan — contact your CSM.
A question about your data won't work
  • Confirm Data mode is selected, not Knowledge.
  • If you're sure it's selected and the question still fails, your account may not have access to that data area, or Data mode may not be included in your plan.
An order won't pull up by number
  • Orders have two separate identifiers: the Order ID (system-generated) and the Reference # (your customer-facing reference). Name the field you're searching so the right one is matched — for example, show details for order id 1123 or show details for reference number 12219.
  • If your reference value is stored with a leading # (like #11109), wrap it in single quotes so it's treated as an exact value: show order details for reference number '#11109'.
Order counts don't match a dashboard or report
  • Counts may differ because of the date field being used. Process date (when an order was processed) and close date (when it moved to Closed status) aren't always the same day, so “closed today” and “processed today” can return different totals. Name the field you mean — for example, orders processed today vs. orders with a close date of today.
  • If a count still doesn't line up with a specific dashboard, that dashboard may filter on a different field or status. Use the thumbs-down button to flag the response so the Extensiv team can take a look.
Slow or failed response
  • Wait a moment and try again — occasional delays happen during high-usage periods.
  • Simplify very broad questions, which take longer to process.
  • If it persists, contact Extensiv Support through the Help Center.
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