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Getting help

Quick answers

Short answers to the questions people ask most.

Why was my email held?

Open Tasks and look under Approve. Select the email and Terry says why, in plain words: usually a first email that sounds like a follow-up, a missing consent record, or your daily limit.

Why can I not connect LinkedIn or a chat app?

Each connected LinkedIn, WhatsApp, Instagram or Telegram account is billed, so an admin decides who may connect one under Settings, Team and seats, in Paid connections. If you are not allowed yet, the Connect card says so: ask an admin. A channel also has to be switched on for your workspace, and LinkedIn has to be in your plan.

Will Terry message someone who said stop?

No. STOP or unsubscribe on any channel opts the person out of every channel.

Do replies on WhatsApp or Instagram wait in a queue?

No. Inside a conversation the person started, answers go out straight away and are not capped. Terry never opens a chat with someone who has not written first.

Someone replied. Will the flow keep emailing them?

No. A reply stops automatic sends to that person, and the conversation waits for you in the Inbox.

Do I need Zoom for meetings?

No. With your calendar connected, Terry adds a Google Meet or Teams link.

How do I use Terry from Claude?

On the Pro plan and above, open Settings, then Claude, and press Connect Claude. When Claude asks you to sign in, use your Terry email and password. The page shows Connected once Claude has used it. See Connect Claude to Terry.

How do I see the walkthrough again?

Ask Terry, Guide tab, Take the walkthrough again.

In Classic

  • A held email is in the Inbox, under Approvals.
  • Who may connect a paid account is on Settings, Team.
  • Claude is on Settings, Claude Desktop.