UpServe User Guide

UpServe is a platform for hiring AI teammates 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?

• 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

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