# Onboarding Troubleshooting & Support Reduction

**Document Version:** 1.0.0 (Phase 20)

---

## 1. Common Scenarios

| Scenario | Behavior | Resolution |
|----------|----------|------------|
| SMTP connection not ready | Follow-ups created in manual task mode. | Configure SMTP in Settings -> Email Delivery when ready. |
| Test data cleanup needed | Sample leads marked `is_test = true`. | Click "Purge Test Data" on settings or call `POST /api/v1/onboarding/purge-test-data`. |
| AI API key omitted | Fallback heuristic engine active. | Core lead scoring and temperature assignment continues functioning. |