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Start with the source material and the task you gave the agent. A confident answer can still be incomplete or incorrect, so review important claims against the source.

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When an answer misses information

  1. Open the source and confirm that it contains the information you expected.
  2. Confirm that you are in the intended project and working folder.
  3. Select Add files beside Context.
  4. Add the most relevant files, or reference a supported item with @.
  5. Remove unrelated context that could distract from the task.
  6. Name the source and the information you expect the agent to use.
AI works within your permissions. controls whether other people can see your work; it does not by itself prevent your agent from using your own permitted content. Hide from AI removes an item from AI discovery tools, while adding an accessible item to context deliberately brings it into the task. See AI permissions, context, and privacy for how these controls differ.

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When an answer uses the wrong source

Tell the agent which source is authoritative and what it should ignore. For example:
Using Approved pricing.xlsx as the source of truth, compare every price in Proposal draft.docx. List the differences and identify the relevant sheet and document section. Do not edit either file.
For a complex task, first ask the agent to state which sources it will use and identify missing information. Correct that understanding before asking for a final deliverable.

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When an answer is incorrect

  • Point to the exact incorrect statement and provide the authoritative source.
  • Ask the agent to reread a named file, sheet, slide, page, or section.
  • Narrow a broad request to one decision, comparison, or deliverable.
  • Start a new chat when the existing conversation contains assumptions that no longer apply.
After confirming the context, consider Expert for deeper analysis or Expert Panel when multiple perspectives would materially help. A different mode does not restore missing context or permissions.

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When instructions are ignored

Check Active instructions and review annotations on the working folder and relevant items. Update guidance that is outdated, and resolve instructions that point in different directions before retrying. See Active instructions and Annotations.

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When an action fails or waits

Read the visible action result in chat before retrying. Then check:
  • Require tool approval — an action may be waiting for your decision, or its approval may have been denied.
  • Write access — an action that changes project content needs the appropriate access.
  • Target item — confirm that it still exists, has not moved, and is not read-only or locked.
  • File readiness — confirm that an uploaded or generated file is ready for the requested action.
Correct the affected control or target, then ask the agent to retry only the failed action. See Tool approvals for how to review an approval request.

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Expected result

The revised answer uses the intended sources, distinguishes supported facts from missing information, and completes only the action you asked to retry.

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Contact support

If the same problem can be reproduced, contact support with the approximate time, agent mode, project and chat name, source item names, expected result, and visible error. Do not include secrets or unrelated private content.