Diagnosing problems with SmartAssistant

When something goes wrong in Smartlead, SmartAssistant runs a deep diagnostic against your actual account data - not generic templates. It checks campaigns, email accounts, deliverability, warmup, billing, webhooks, and more, then tells you exactly what's broken and what to do next.

This article walks through how diagnostics work, the 28 things SmartAssistant can check, and the most common issues users diagnose.

1. How SmartAssistant diagnostics work

When you describe a problem, SmartAssistant identifies what to check, runs the relevant diagnostics against your account data, and returns a structured response showing what passed, what failed, and recommended actions.

You'll see a message like "SmartAI Tool · Diagnosing campaign ✅" while it works. The diagnostic looks at:

• Your live account state (campaigns, email accounts, leads, warmup, billing, webhooks)

• Configuration (DNS records, sending limits, schedules)

• Performance data (sending history, bounce rates, reply rates, deliverability signals) 

This is what makes it different from generic AI advice. SmartAssistant isn't guessing what might be wrong - it's reading your data and telling you what is wrong.

2. What SmartAssistant can diagnose

SmartAssistant covers 28 diagnostic types across 14 categories:

You don't need to know which category your issue falls into. Describe the symptom and SmartAssistant figures out what to check.

3. The most common diagnostic: "My campaign isn't sending"

The flow looks like this:

You ask:

"My campaign stopped sending emails yesterday"

SmartAssistant:

1. Identifies which campaign (asks if ambiguous)

2. Runs a campaign diagnostic — sending history, schedule, daily limits, connected accounts, lead status

3. Cross-references against email account health (connection status, warmup, OAuth tokens)

4. Returns a structured response with what's wrong and what to do

A typical response:

"I've run a diagnostic on your campaign. Here's what I found:

Your campaign 'March Outreach' has sent 0 emails in the last 24 hours. The issue is that 2 of your 3 connected email accounts are disconnected (Gmail OAuth token expired).

Here's what I recommend:

1. Reconnect [email protected] and [email protected] 2. Both are Gmail accounts — you'll need to re-authorize via Google OAuth

Want me to take you to Email Accounts so you can reconnect them?"

4. Other common diagnostics

"My emails are going to spam"

SmartAssistant checks DNS configuration, warmup status, sending volume patterns, and copy for spam triggers. Returns a checklist:

"✅ SPF record: Configured correctly" 

"✅ DKIM record: Configured correctly" "

❌ DMARC record: Missing — likely contributing to spam placement" 

⚠ Warmup: Only 6 days in — needs 4–6 weeks before heavy sending"

Then specific actions: add DMARC, reduce daily sending until warmup completes, review copy for spam trigger words.

"Is my warmup working?"

Checks whether warmup is enabled, current ramp-up pace, inbox vs spam placement ratio, and whether daily limits match warmup stage. Flags if you're sending too aggressively for your warmup age.

Other things SmartAssistant can diagnose

Beyond the two examples above, SmartAssistant can run diagnostics across the full list in section 2. Categories include:

• Email account connection issues - connection health, warmup status, daily limits, authentication

• Webhook delivery - delivery status, failures, endpoint health

• Lead list health - bounce rates, invalid emails, list quality

• AI reply categorization - accuracy of how replies are classified

• Copy analysis - subject line quality, spam trigger words, CTA effectiveness

• Per-mailbox performance - open, reply, and bounce rates broken down by sending account

• Smart Senders accounts - vendor account health and connection status

• Whitelabel - domain configuration status

• Email signatures - signature config per connected account

• Billing - plan status, failed payments, credit balance

• CSV upload issues - import failures, column mapping problems

Describe the symptom in your own words. SmartAssistant identifies which check(s) to run.

5. When the diagnostic doesn't fully resolve the issue

Some issues are outside what SmartAssistant can resolve in V1:

• External factors: ISP-level blocking, recipient-side filters, blacklist appeals

• Account-specific billing or technical issues that require human review

• Edge cases SmartAssistant flags as low confidence

In these cases, SmartAssistant offers to open a support ticket with the full diagnostic context attached. The "Submitted via SmartAssistant" flag tells our support team exactly what was already checked, so they can pick up where the diagnostic left off.

Support operates in IST and typically responds within 48-72 hours.

Some features and capabilities may still be rolling out at the time of writing this article, if you’re not satisfied with a response or need further help, reach out to support.