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Automations

Clearing the Setup Required Page

What the Setup Required page means, why it shows up in your sidebar, and how to clear each issue so your automations and integrations resume.

The Setup Required page appears in your Auto sidebar when something in your workspace needs your attention before automations can run reliably. It's TrustPager's way of saying "don't worry about every dashboard right now — fix these specific things first."

Where to find it

It only shows up when there's something to fix. If you don't see Setup Required in your sidebar, your workspace is healthy. When it does appear, go to https://app.trustpager.com/auto/setup-required to see the full list.

What kinds of issues land here

The page only surfaces issues that actively block functionality:

  • Integration disconnected — an OAuth integration (Gmail, Calendar, Stripe, etc.) has lost its connection. Automations using it will fail until you reconnect.
  • Phone number not configured — you've turned on SMS or voice features but haven't bought or assigned a phone number yet.
  • Voice agent not published — you've drafted a voice agent but haven't published it. Inbound calls will go to voicemail.
  • Email config missing — automations are configured to send emails but no email config is set as default.
  • Phone bundle pending submission — you bought a phone number that requires regulatory approval (e.g. a 10DLC US number) and haven't submitted the required documents.
  • Domain not verified — you're trying to send from a custom email domain that hasn't been DNS-verified yet.
  • Plan limit reached — you've hit a feature limit on your current plan that's blocking new actions.

Fixing an issue

Each item has a Fix now button that takes you straight to the right page with context. The button label adapts — "Reconnect Stripe", "Buy a phone number", "Publish your voice agent" — so you know exactly what's needed.

Once you fix the underlying issue, the item disappears from the page automatically. When all items are cleared, the page itself drops out of the sidebar.

Why this page exists

Earlier versions of TrustPager scattered these alerts across multiple pages — banner on the integrations page, badge on the phone settings, modal on the dashboard. This caused issues to be missed. The Setup Required page consolidates everything into one priority list so nothing slips.

Items I want to ignore

Most items can't be dismissed — they represent real broken functionality. A few optional items (e.g. "Connect Google Calendar to enable bookings") have a Not now action that defers them for 7 days; after that they reappear if still applicable.

Related pages

Tip: Check Setup Required at the start of your day — it's a 30-second sanity check that catches things like an overnight token expiry before the workday's automation traffic hits and fails.
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