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Platform reports

Report connection errors to CallMerlin support, with consent.

Platform reports

Sometimes an action fails because of a connected service or a CallMerlin issue. Merlin may ask if you want to send this to CallMerlin support.

That is different from a case: a case is work for your own team. A platform report goes to CallMerlin so they can investigate the integration.

Nothing is reported silently. Merlin asks first:

  • Chat / widget / Slack / Teams: Yes, send or No thanks
  • Phone: say yes or no

On no, nothing happens. On yes, you get a reference back (like CM-INC-…).

What the PIN user sees

  1. An action fails (suitable error).
  2. Merlin explains briefly and asks if you want to report it.
  3. After yes: reference + note that the account admin also gets a heads-up.

What the admin sees

  • A short email (at most one for the same error within 24 hours)
  • The Platform incidents card on the Help page (click for details): PIN name, service, channel, reference, and how often the same error was reported again
  • When CallMerlin support closes the report: a resolved email

CallMerlin support always gets an email with technical context (no secrets or full chat).

Email preferences (Settings)

Under Settings → Email for platform incidents you choose who gets email:

  1. Emails to my admin address: on or off for the account email.
  2. ICT / ops email: optional separate address (e.g. IT). When set, platform emails go there by default.
  3. Also CC my admin address: only available when an ICT address is set. Then ICT and admin both get email.

The grey destination line shows who gets mail: admin only, ICT only, or ICT + admin.

SettingResult
Admin on onlyMail to account email
ICT filled, admin offOnly ICT gets mail (that is fine)
ICT + CC adminICT and admin both get mail
No destinationNo email; reports stay in the dashboard

Reports always stay visible under Platform incidents, even without email. Every admin email includes an unsubscribe link; that stops admin emails only, not the dashboard list.

Tips

  • Use this when Merlin indicates a platform issue, not for “wrong PIN permissions” or “reconnect the service” (the admin fixes that under Connections).
  • Reporting the same error multiple times in a day updates the same incident (counter goes up) so inboxes stay calm.

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