FAQ & Troubleshooting
Answers to common questions and fixes for common issues.
Articles
- Rescheduling or Cancelling Meetings with Your Delfa Team
- Can I add new studies to an existing Delfa AI agent?
- Why are patients being assigned to the same study twice, and why does CTMS Push fail?
- Can I add users and assign them to studies before they log in?
- Can I link PRM ad campaigns to campaigns in RealTime CTMS?
- What is required for lead ingestion when submitting leads via the Delfa integration?
- Why does the AI agent restart questions from the beginning during a follow-up call?
- How do I integrate Delfa with my Meta Business Account?
- Can I update an existing agent to automatically pull leads from ads and landing pages?
- What phone numbers are used for outbound calls, SMS, and warm transfers?
- Why was a lead not automatically assigned to a site?
- Why is the AI not reaching out to patients in my existing database?
- How do I access multiple PRM instances with a single login?
- Can I organize cadences into groups?
- How do I request Delfa portal access for new users?
- Why do AI-assigned phone numbers include a +1 country code prefix?
- Why do I need a Terms & Conditions page on my website for SMS/texting to work?
- Why doesn't a participant's status in the PRM match what is shown in CTMS?
- How do I remove a question from a phone screener?
- Can I view or switch between studies in the study guide during a call?