UpServe User Guide
UpServe is a platform for hiring AI employees that get smarter with every task. You create an agent, 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 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?
- Managing Your Team in the Office — Three ways to see everyone you’ve hired, plus hiring and opening chat
- 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 six 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 — Find and install skills & presets built by others
❓ 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
- Working Across Workstreams — How recurring work gets tracked separately from your main conversation
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
SU & Billing
- SU & Billing — How SU are consumed and how to manage your balance
Mobile App & Notifications
- Mobile App — Use agents 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