A Buddy isn't doing what I expect

Check Buddy settings, project conditions, and recent activity.

Updated1 min readbuddies

If a Buddy suggestion is missing or unexpected, check its settings and the project conditions that trigger it.

Check the Buddy

  1. Check the skill setting

    Open Buddies → Roster, select the Buddy and skill, and confirm the skill is enabled. A signal-only setting may show alerts without creating drafts.

  2. Review the trigger

    Open the skill details and compare its trigger conditions with the project. A suggestion appears only when the project meets those conditions.

  3. Review recent activity

    Open Buddies → Activity and filter by the Buddy to see whether it ran and what it produced.

  4. Check for a recent suppression

    A suggestion you suppressed may stay hidden for the period shown in the suppression flow.

Common cases

"I don't see a PTO follow-up." — Check that the project is marked Completed and does not have a PTO date. Then compare it with the follow-up skill's conditions.

"A permit follow-up appeared after I resolved the issue outside SunrAI." — Suppress it with a reason such as Approved offline so the team has context.

"An inspection-preparation suggestion is missing." — Confirm that an inspection is scheduled and review the skill's timing and photo requirements.