Business records troubleshooting

I have no goals

If you started with an app, or a website for a business you already run, Willo doesn't set goals in the first session. That's by design. Ask Willo to add one whenever you're ready: see Set a goal and let Willo plan against it.

A goal is missing from the Overview

The Overview shows only your most recent active goals, so a long list is cut short there. Ask Willo "what are my active goals?" to see every active one. Paused, completed and cancelled goals aren't listed.

I can't edit a goal on the dashboard

Goals are changed in chat: "set the newsletter goal to 40%", "pause the wholesale goal", "mark the launch goal completed". There's no edit button for them on the dashboard. To reword a goal, ask Willo to cancel it and add the new wording as a fresh goal.

Willo won't mark a task complete

Tasks are marked complete by the Growth Engine when it runs them, or by you on Business → Roadmap. Willo can't tick a task off from chat, even one it just helped with, so mark those complete yourself on the Roadmap page.

I can't delete a roadmap task

You can delete tasks you added yourself. Tasks Willo created can be skipped instead, which takes them out of the queue and keeps the record.

The roadmap isn't moving

• The Growth Engine is off. It starts switched off. Turn it on in Settings → Autonomy if you want Willo to work through the roadmap on its own. On Free it isn't available, and Willo works only when you chat.
• The daily spending limit was reached. Autonomous work pauses and resumes on its own once spending over the past 24 hours drops back under the limit. You can raise the limit in Settings → Autonomy.
• The next tasks need you. The Growth Engine skips tasks flagged as needing you. See Clear what's waiting on you.

Willo seems to ignore a decision

Willo looks up the decision register when a question touches it, not on every message. If a decision should shape everything, add one line about it to your business context, which Willo reads every time.

I can't edit a document

Designed PDFs and landing-page documents can't be edited in the Documents folder; ask Willo in chat for a new version. Viewers can read and download documents but not edit them. In chat, Willo asks you to confirm before it changes or deletes a document.

"Where is the PDF you made me?"

In Assets → Documents, with the other documents Willo wrote for you.

Willo keeps forgetting something

Put it in your business context: Settings → Memory, the Context card. It's in front of Willo in every conversation. If the context is at its 2,000-character limit, trim something less important first.

Still stuck

Contact support from Help (the ? at the bottom of the left rail), or email support@willo.ai.