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The questions our support team hears most, with the short answer and where to read more.
Can’t find your answer here? Email support@spott.io, or ask us from the chat bubble inside Spott.

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Email & calendar

It is not instant: Spott syncs years of email and calendar history and matches it to the people in your database, which typically takes 8 to 12 hours for a normal inbox. If your calendar looks empty right after connecting, give it time and check again the next day.
If the error appears on the Microsoft or Google consent screen, your organization’s IT policy is blocking the permission grant, not Spott. A workspace admin can allow Spott for the whole organization (in Microsoft Entra ID under Enterprise Applications, or the Google equivalent). If you are the admin, tick “allow for everyone in my organization” on the consent screen.
If they reach the recipient and appear in Spott but not in Outlook, the cause is almost always a consumer-tier Microsoft plan, which routes outgoing mail through an alias. The fix is a Microsoft 365 Business plan, arranged by your IT admin.
The owner of that mailbox restricted their sharing level. Everyone controls how much colleagues see of their synced email under Settings → Accounts: metadata only, subject line and metadata, or full access.
Blocked by design, for everyone including admins: it would expose the colleague’s entire email history with that address and bypass the email visibility model.
Go to Settings → Domains, add your domain, and create the DNS records shown there. Sending from a verified domain protects your deliverability. Marketing campaigns can only send from mailboxes on a verified domain.

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Candidates & data

Open one of the duplicates and use the Actions menu: Merge 2 people, Merge 2 Companies, or Merge 2 Jobs. Merging is pairwise: for three duplicates, merge twice. See merging records.
The quick search bar matches names and keywords. For identifiers like an email address or phone number, use global search (⌘K / Ctrl+K). For deep matching on skills and experience, use the Search tab, which reads the whole profile including notes and attachments.
Add a filter (for example on status or jobs) and save the setup as a view. Views remember filters, sorting, and columns.
Credits are only deducted when enrichment succeeds. Pricing is on the Billing page in Settings. See enrichment.
Yes. Use Generate CV on a candidate’s Experience subtab or from their Files. The templates are configured for your workspace; contact support to set up your branded template.
Only if the attribute is created as AI-filled from the start. Converting an existing attribute later applies AI fill only to new records, and there is no bulk backfill afterwards; values can be regenerated one record at a time.

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LinkedIn & the extension

Publicly available information only: name, role, company, experience, education, location. Contact details visible only inside Recruiter or Sales Navigator cannot be imported; use enrichment to find emails and phone numbers instead.
Close and reopen the side panel (click the Spott icon in the browser toolbar twice). Refreshing the LinkedIn page does not help, because the panel is a separate context.

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Campaigns

Inside the campaign’s Delivery Window: the hour window you set, optionally on business days only. Sends are also staggered with randomized gaps and daily limits per mailbox to protect deliverability, and new sending accounts are warmed up gradually. See campaigns.
Yes. Reply received and meeting booked are exit criteria: the recipient leaves the sequence automatically. After the last step, Spott keeps monitoring replies for a cooldown period so late answers are still captured.
You can edit message content and step timing for steps recipients have not reached yet. Structural changes (adding, removing, or reordering steps) are locked once started: duplicate the campaign instead.
No, campaigns send from the creator’s connected mailbox. Have the colleague duplicate the campaign and enroll the recipients; the duplicate sends from their inbox.

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Meetings & the Note Taker

It joins if any workspace colleague in the meeting has it enabled. Check your own setting first, then ask colleagues in the invite to check theirs.
Not automatically. Around the scheduled time you can manually ask it to rejoin from the meeting card on the Calendar; it resumes recording from that point.

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Jobs & matching

Three usual causes: hard filters that are too strict (aim for a filtered pool of roughly 2,000 candidates or fewer, but not near zero), criteria that read like keywords instead of an ideal profile, and shallow candidate data. The AI can only rank what it can read, so CVs, notes, and transcripts matter. See matching.
Structural scorecard edits delete every per-candidate scorecard on that job so scoring stays comparable, and this is unrecoverable. The UI warns you first. Finalize the structure before the team starts scoring.
Not currently; the timestamp is system-generated on public job listings.

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Placements

The field’s data is removed from every past placement that used it, not just future ones. Renaming and adding fields are safe. Export affected placements first if you need the history.
The table shows core fields only, because different placements can use different forms. Open a placement’s detail page to see and edit its form values. Exports to Excel do include the nested form values.

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AI assistants & API

Through the Spott MCP server: add Spott in Claude or ChatGPT and approve the OAuth prompt. You can then search, update records, and run your workflow from the conversation.
See the Spott API and webhooks. API keys are generated under Settings → API and are bound to the user who creates them.
Not answered here? Email support@spott.io. We keep this page updated with what customers ask us most.