Marketing Plan troubleshooting

2 min readChecked against the dashboard on 16 October 2026

Most Marketing Plan problems come from one of these: details that aren't confirmed, not enough credits, a view-only seat, or a section that couldn't be written.

There's no Generate Plan button

Generate Plan only appears once the details are confirmed. Open the plan, fill in the required fields and click Confirm details are correct. If the form says "Please fill in:", it lists exactly what's missing.

My generated plan disappeared

If someone clicked Save draft on a confirmed plan, it went back to a draft. A draft plan opens on its details form rather than the report. Click Confirm details are correct to get the report back. Confirming doesn't charge anything.

Also check you're in the right workspace. Plans belong to the workspace they were created in. See Workspaces.

"Generation had an issue"

The panel at the bottom shows this with the reason, and you can click Generate Plan again.

Not enough credits. The workspace owner's balance couldn't cover the 100 credits. The owner needs to top up. See Running out of credits. When a regenerate fails this way, the page shows that failure in place of the earlier plan until a new run finishes.
Something else went wrong partway. Credits are only returned automatically when a run fails to start. If a run fails partway through, contact support before you try again.

A row says Couldn't generate

A single section failed while the others finished. The rest of the plan is still usable. Regenerating writes every section again and costs another 100 credits.

A section says nothing was found

Messages like "No competitor data was available to compare against." mean the section ran but had nothing to report. Naming your competitors in the details helps, and so does running a Marketing Audit of the website first. After that, edit, confirm and regenerate.

It's taking a long time

Sections are written in order, and the Marketing Plan steps and Budget come last. The page updates by itself, so there's no need to refresh. Clicking the button again while a run is going doesn't start a second one or charge twice.

"You have view-only access"

Viewers can read plans but can't create, edit or generate them. Ask a workspace owner or admin to start the plan, or to change your role.

Next: Generate or regenerate a plan.

Generate or regenerate a plan, and what it costsOnce your details are confirmed, click Generate Plan. Each generation costs 100 credits from the workspace owner's balance. The plan then fills in section by section on the same page.Create a marketing planOpen Marketing Plan, answer the questions, then click Confirm details are correct. Once the details are confirmed, Generate Plan appears. To start another plan later, open the menu at the top right and choose New plan.Running out of creditsCredits pay for everything — audits, tools, the website builder, AI work and email (25 credits per 1,000 emails). Your balance is Credits at the top of your account menu, and Credits available on Plan & usage.

Ask Agent PK in your dashboard

Agent PK answers from these same articles, looks at your own account, and can do the task for you once you confirm. Open it from the top bar in the dashboard.

Open dashboard