> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serviceplan-agents.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently asked questions

> Short answers to common questions and situations around live apps.

> [!NOTE]
>
> **In short:** Here you will find short answers to common questions. Stuck on something else? Write to [support@serviceplan-agents.com](mailto:support@serviceplan-agents.com).

## About the dashboard

> [accordion] Do my readers see a change while it is being built?
>
> No. Only after you have clicked **Approve and put live**. See [Preview and going live](https://docs.serviceplan-agents.com/en/live-apps/preview-and-go-live.md).

> [accordion] Can I rename a dashboard?
>
> No, because the name is part of the fixed link. You can, however, rename individual data areas.

> [accordion] How do I request a change?
>
> On the dashboard's page, click **Ask for a change** and describe what should change. Before sending, you see a cost estimate. Alex builds the change as a preview. Your readers keep seeing the current version until you approve. See [Requesting a live app](https://docs.serviceplan-agents.com/en/live-apps/ordering.md).

> [accordion] Can I copy a dashboard from another organization?
>
> No, only live dashboards in your own workspace.

> [accordion] Does my dashboard expire?
>
> Only if it no longer receives data. Every refresh extends the run time. The Console warns you before it expires. See [Data areas and refreshes](https://docs.serviceplan-agents.com/en/live-apps/data-feeds.md).

## About data and rules

> [accordion] When does a changed cadence take effect?
>
> From the next run. **Only when asked** pauses the refresh. **Calculated from other feeds** ends it.

> [accordion] What happens if I don't act on a proposal?
>
> Nothing. The existing rules continue to apply. See [Rules, method and lists](https://docs.serviceplan-agents.com/en/live-apps/feed-guides.md).

> [accordion] A coworker proposes a change to the rules. What do I do?
>
> The coworker noticed something that would improve the data, such as a new source. Nothing changes until you decide. In the **Setup** tab, open **Open proposals**. Read the current and the new text and click **Accept**, **Edit and accept** or **Reject**. If you reject it, give a reason.

> [accordion] The data looks wrong. What do I do?
>
> Check in the **Data** table whether the area shows **Up to date**. Then read the area's rules in the **Setup** tab. Is the right source named? If the rules are the problem, edit them with **Edit**. If a single figure is wrong, request a fix via **Ask for a change**. Name the figure and what you expected.

> [accordion] What happens if the data doesn't exist?
>
> Coworkers never guess. If Hannah only finds monthly instead of weekly figures, for example, she reports the gap and suggests monthly figures. You can agree, switch the dashboard via a change, or provide your own table. See [When something goes wrong](https://docs.serviceplan-agents.com/en/live-apps/disruption-mails.md).

## About problems, access and billing

> [accordion] I received an incident email. What do I do?
>
> The daily display check found that your dashboard is not displayed correctly. Read the recommendation in the email. If it says to order a fix, click **Order a fix** under **Needs your attention** on the dashboard's page. If it says to wait, do nothing today. See [When something goes wrong](https://docs.serviceplan-agents.com/en/live-apps/disruption-mails.md).

> [accordion] How do I hand a dashboard over to a colleague?
>
> With **Hand over owner**. The refreshes move over seamlessly. The new owner receives an email listing every data area with its cadence and next refresh. See [Owner, project and handover](https://docs.serviceplan-agents.com/en/live-apps/handover.md).

> [accordion] I belong to several organizations. Who pays?
>
> In the Console, the workspace you have selected pays. If you make a request by email, Teams, WhatsApp or Messenger, the coworker suggests a workspace in the plan. Check the "Billing: …" line. Reply "yes" or name another workspace. No credits are used until you reply. See [Workspaces and billing](https://docs.serviceplan-agents.com/en/credits/choosing-a-workspace.md).

## Glossary

| Term | Meaning |
| - | - |
| **Preview** | A version for review. It only appears under the fixed link after you approve it. |
| **Live** | The approved version under the fixed link that your readers see. |
| **Data area** | A series of figures with its own cadence and a delivering coworker. |
| **Cadence** | How often new data is expected: daily, weekly, monthly, only on request, or calculated. |
| **Refresh** | The regular run in which the coworker delivers new data. |
| **Rules** | What a refresh follows for a data area: coverage, sources, assessment, known gaps. |
| **Proposal** | A change suggested by a coworker. It only applies once you approve it. |
| **Sample figures** | Clearly marked placeholders until real data is available. |

All platform terms are in the [glossary](https://docs.serviceplan-agents.com/en/get-started/glossary.md).

## What you can do next

> [card] [Your first live app](https://docs.serviceplan-agents.com/en/live-apps/first-live-app.md)
>
> The whole journey as an example.

> [card] [Contact support](mailto:support@serviceplan-agents.com)
>
> [support@serviceplan-agents.com](mailto:support@serviceplan-agents.com)


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