UpServe User Guide
UpServe is a platform for hiring AI employees that get smarter with every task. You hire an AI employee, equip it with tools, and it decides for itself how to get the job done, remembering what it learns along the way.
Where to start
If UpServe is new to you, read in this order.
🚀 New here?
- What is UpServe?: A quick overview of what you can build with UpServe
- Core Concepts: What AI employees, tools, skills, and teams each do
- Hire Your First Employee: Hire an employee that sends a daily morning news briefing
🛠 Want to get more out of your employees?
- Managing Employees on the Home Screen: See everyone you’ve hired on one screen, hire, and open chats
- Equipping Tools: How to use web search, browser, files, and more
- Skills & the Autonomous Skill System: How employees find and run skills on their own, and the six moments you’ll encounter skills
- Creating Skills: Package work that went well as portable skills to reuse and share
- Sharing an AI Employee Externally: Let external users chat with a public version via a shareable link or embed
📦 Want ready-made skills and templates?
- Installing Skills & Templates: Find and install UpServe’s official skills & templates
❓ Stuck?
- FAQ: Common issues and how to fix them
Need more help?
- Get started in the app: upserve.app
- Questions & feedback: Chat button in the bottom-right corner of the app
Advanced
The sections below are not required reading for most users. Refer to them when you are ready to explore deeper features or run into a specific situation.
Teams
- Setting Up a Team: Build a team where multiple employees collaborate
Run conditions & scheduled runs
- Run condition types: Ways to wake an employee: messages, webhooks, scheduled runs, and more
- Scheduled runs: Run employees automatically at a set time
- Working Across Workspaces: How recurring work gets tracked separately from your main chat
External Service Connections
- Connections: Link external apps and services to your employee
Employee Management
- Managing Your AI Employees: Pause, clean up memory, review costs, and delete employees
Approvals
- Approving Sensitive Actions: How to review and approve actions before your employee runs them
SU & Billing
- SU & Billing: How SU are consumed and how to manage your balance
Mobile App & Notifications
- Mobile App: Work with employees from your iPhone or Android phone
- Notifications: Turn push notifications on or off
Recipes
- Recipe Collection: Ready-to-follow scenarios you can try right away
Troubleshooting
- Troubleshooting: Error messages and common issues with fixes