Start with the boundary
- Routing issue: note the business number, carrier, test time, and what the caller heard.
- Portal issue: request a fresh signed link and try Safari without Private Browsing. Do not share the link in chat.
- Missing alert: confirm the notification email in Settings and check junk filtering for messages from revenuepack.com.
- Call-quality issue: provide the call time and last four caller digits so support can locate the correct record.
- Incorrect agent behavior: quote the exact sentence and state the approved rule it conflicted with. A person reviews operating-rule changes.