UpServe User Guide

UpServe is an autonomous AI agent platform. You create an agent, equip it with tools, and the agent decides for itself how to get the job done.

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 agents, tools, skills, and teams each do
• Build Your First Agent — Build a daily morning news briefing agent

🛠 Want to get more out of agents?

• Equipping Tools — How to use web search, browser, files, and more
• Skills & the Autonomous Skill System — How agents find and run skills on their own, and the five moments you’ll encounter skills
• Creating Skills — Package proven workflows as portable skills to reuse and share
• Sharing an Agent (Snapshots) — Distribute via shareable link or embed for external users

📦 Want to use what others built?

• Installing Skills & Presets — Marketplace guide

❓ 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 agents collaborate

Triggers & Scheduling

• Trigger Types — Ways to wake an agent: messages, webhooks, schedules, and more
• Scheduling — Run agents automatically at a set time

External Service Connections

• Connections — Link external apps and services to your agent

Agent Management

• Managing Your Agents — Pause, reset memory, review costs, and delete agents

Approvals

• Approving Sensitive Actions — How to review and approve actions before your agent runs them

Credits & Billing

• Credits & Billing — How credits are consumed and how to manage your balance

iOS App & Notifications

• iOS App — Use agents from your iPhone
• 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