FAQ
Questions people ask about Everdeck
Security, AI costs, approvals, files, limits and billing, answered briefly. Each answer links to the guide that says more. For pricing questions, see also the pricing page.
Security and data
Where is our data stored?
In Singapore. Our database runs on Neon in AWS Singapore and the application on DigitalOcean in Singapore. Your folios, company files and exports are kept in Amazon S3 in your account's storage region, which is Singapore: it's the only region we offer today.
A few services work elsewhere: error reports go to Sentry in Frankfurt, Germany (its EU region), with secrets, email addresses and IP addresses replaced before they leave our servers; service emails go out through Amazon SES in the United States; and Stripe handles payments and Cloudflare protects the sign-in pages from bots, each in its own locations. See our subprocessors for every service involved.
What your agents send to an AI model goes to the model provider you chose, with your own key and under your agreement with that provider, which processes it in its own locations. Once you turn on search by meaning for a company, the same goes for that company's knowledge text, memory notes and searches, sent to the provider you chose for it, with your key for that provider. Your storage region changes neither.
Do you support single sign-on and SCIM?
Yes, on the Scale plan. Your people can sign in through your identity provider with OpenID Connect (Google Workspace, Microsoft Entra ID, Okta or another provider), for email domains you prove you own, and you can require it for everyone on them. Your identity provider can also add, update and remove people with SCIM, and Scale accounts can make their own company roles. Directory sync from Google Workspace, Microsoft 365, BambooHR or Deel, which keeps the People directory current, is on Growth and Scale.
Can we sign a Data Processing Agreement?
Our Data Processing Agreement is part of our Terms of Service, so it applies to every account without anything to sign. If your organisation needs a signed copy, email [email protected] and we'll send the standard agreement countersigned by us. We don't change it for one customer.
How long do you keep our data?
Each kind of data has its own period, set out in our Data Retention Schedule: run history for 30, 90 or 365 days depending on your plan, the audit log for as long as each company chooses (90 days to 7 years), and files people attach until someone deletes them. After a subscription ends, the account stays read-only for 30 days and is then deleted, and our backups and stored file versions expire within 30 days after that.
Can Everdeck staff see our data?
Our staff have read-only access to accounts and can change one only through a few narrow actions, each recorded in our staff audit trail and in your own audit log. Only staff with the Compliance role can open the content of an agent session, giving a reason each time, and that is recorded too.
Do you have SOC 2 or ISO 27001?
Not yet. Everdeck doesn't hold a SOC 2 report or an ISO 27001 certificate today. Our Security Overview describes the controls we run, and our Data Processing Agreement makes them commitments.
Do you train AI models on our data?
No. Everdeck doesn't use your content to train or fine-tune any model. Your model provider's terms apply to what Everdeck sends them for you, including, once you turn on search by meaning, your knowledge text and searches.
AI models and costs
Which AI models can we use?
Bring your own key for OpenAI, Anthropic, Google Gemini, xAI, Mistral, Groq, DeepSeek, OpenRouter, Azure OpenAI, OpenAI-compatible endpoints. Each agent has a main model and can fall back to a second one, even from another provider, and can send some of its work to other models.
Who pays for AI usage?
You do, directly. You bring your own keys and your provider bills you at its prices; Everdeck doesn't add anything to them. Everdeck estimates spend from each model's list price, in US dollars (US$), so you can see what each agent costs and cap it.
How do company AI budgets work?
A company can have an AI budget for all its agents together, beside each agent's budget per session and per month and the account's spending cap. A session stops when it crosses any of them, alerts come at 80% and 100%, and Everdeck warns early when a budget is on course to run out before the month ends.
Which AI keys work for search by meaning?
OpenAI and Google Gemini keys. Search by meaning finds a document by what it means, not only by its words, so a search for "money back" finds your refund policy. A company uses its own key for the provider it chose, or the account's if it has none.
Keys for Anthropic, xAI, Mistral, Groq, DeepSeek, OpenRouter, Azure OpenAI and OpenAI-compatible endpoints work for agents only: Everdeck can't use them for search by meaning.
Does search by meaning cost extra?
Not from us. Search by meaning uses your own OpenAI or Google Gemini key, and that provider bills you for it at its prices. It counts toward the company's AI budget and the account's spending cap: while either is reached for the month, new text waits to be indexed by meaning, and searches still run.
It's off until someone who can change a company's settings turns it on and chooses the key, in Company settings, on the Search tab.
What is Everdeck Desktop?
An app for your Mac that thinks for the agents you assign to it, with an open AI model running on the computer itself, so their routine work costs nothing at a model provider. Your agents' charters, tools, approvals and audit log stay in Everdeck, and Everdeck shows what the computer saved you each month. It's for Macs with Apple Silicon and is in early access: the app isn't available to download yet. Request early access on our Download page, or, as an account owner or admin, on the Desktop page in Everdeck, and we'll tell you when your Mac can join.
What does a computer running Everdeck Desktop receive?
For each piece of routine work, the agent's working context, as its cloud model would: its instructions, the task and the conversation so far, what its tools returned and the company memory it reads. Outside work never goes to a computer (a task from outside the company, or anything after a session has read outside content), and nor do files, your apps' secrets or your AI keys. It all travels encrypted through our relay in Singapore, which stores none of it.
What happens when my computer is off?
The agent's cloud model answers instead, so the work carries on, and that work is billed by your model provider as usual. The same happens while the computer is paused or busy, or when its answer doesn't pass Everdeck's checks. An agent set to run only on its computer has no cloud model: its work waits until the computer is back.
Which models see images and PDFs?
An agent is shown an image or a PDF as it is only when both its main model and its fallback model can see them; otherwise it reads their text, and is told its model can't see images. The models guide lists which models see them. An Azure OpenAI deployment or an OpenAI-compatible model is taken to read text only.
What agents can do
Can agents read our files?
Yes. Agents read the files on your company's tasks: PDFs, Word documents, Excel spreadsheets, CSV and text files, and images, each up to 25 MB. They can also attach the files they save, and every file stays in your company's storage.
What is a folio?
A web page made for your company: a chart, a dashboard, a report, a plan or a small app. Agents make folios as they work, often as a task's result, and you can upload your own. You share them with people in the company, and a person can make one public with its own link on a paid plan. Each folio keeps its older versions, and runs in a sandbox, apart from the app.
What are playbooks and projects?
A playbook is a procedure written once that agents follow step by step, with a person reviewing the steps you choose. A project gives a lead agent a goal and a team of agents: it plans the steps, hands them out, reviews the results and keeps a live plan page.
Can people ask agents for things from Slack or Teams?
Yes. With the front door on, people message your company's Slack app or Teams bot, and each message becomes a Portal request, with the files sent with it. The agent's progress and result come back in the same thread, and everything is in the Portal too.
Do people who only ask agents for things need a seat?
No. People who use only the Portal are free and take no seat, on every plan, up to 1,000 per account. They ask for things in the Portal, or by messaging your company's Slack app or Teams bot, follow the work, review results and approve what asks them.
Where do agents' tasks come from?
From the board, from recurring schedules and from each other. Task sync brings issues, tasks and cards from Jira, Asana, Linear, GitHub, Trello, ClickUp and monday.com, and writes progress back. Your people ask in the Portal or by messaging your company's Slack app or Teams bot, and your own systems send work through the API, webhooks and Intake.
Approvals and safety
Can we approve from a phone?
Yes. Turn on notifications on your phone and Everdeck tells you when something waits for your OK, even when it isn't open (on an iPhone, add the Portal to your Home Screen first). Open it and decide: in the app, approve, edit and approve, ask for changes or reject; in the Portal, approve, ask for changes or refuse. In Slack, linked approvers can approve agents' requests, or reject them or ask for changes with a note, up to the tier you choose. Tier 4 actions, such as payments, are decided only in Everdeck, which asks you to confirm it's you with your second factor if you haven't recently.
Can we test an approval rule before we turn it on?
Yes. In the rule editor, Test against recent activity replays your agents' calls from the last 7, 30 or 90 days with the rule added, and shows what would have changed: calls that would have asked first or been refused, who would have been asked, and how many more approvals a week that means. Nothing is saved.
What stops an email or a web page from giving agents instructions?
What an agent reads from outside your company is labelled as untrusted data, not as instructions. Once an agent has read outside content, such as a customer's email, its tier 3 and 4 actions need a person by default for the rest of that session, and what it writes afterwards is marked so later sessions treat it with care.
What happens if nobody decides?
Each step of an approval waits for the time you set, then moves to the next step or denies the request. The last step always denies: a timeout never approves anything.
Integrations and developers
Is there an API?
Yes, on every plan, the trial included. It takes personal access tokens with the scopes you choose, and allows 600 requests a minute per token and 1,200 per account. It is versioned, with at least 6 months' notice before a change that breaks a use the API reference describes, unless the change is needed sooner for security or by law.
Can Everdeck tell our own systems when something happens?
Yes. Outbound webhooks send a signed message to your server when a task is done, an action waits for approval or a folio is made public.
Can we use Everdeck from Claude or our IDE?
Yes. Everdeck is an MCP server: an AI tool connected with a personal access token can look up your agents, tasks, folios, runs and approvals, read files, and give your agents tasks with files, as you.
Which task trackers does Everdeck sync with?
Jira, Asana, Linear, GitHub, Trello, ClickUp and monday.com. Agents pick up the issues, tasks and cards that match your filter, and Everdeck writes their progress back.
Can agents use our own MCP servers and APIs?
Yes. Add a remote MCP server (up to 200 tools a server) or import an API from its OpenAPI document (up to 100 operations a server). A company admin reviews each tool and sets its risk tier before agents can use it.
Exports and deletion
Can we export our data?
People whose role allows it can export up to a year of a company's tasks, sessions, spend or feedback at a time, as CSV or JSON Lines, from the Exports page, and anyone who can read an audit log can export it. There's no button yet to export the whole account: to get a copy of the rest in a machine-readable format, email [email protected].
Can a deleted file be restored?
For up to 30 days after a file, a folio's page or an export is deleted or replaced, we can restore its earlier version: email [email protected]. After that it's gone.
What happens to our data when we cancel?
Your account stays in Everdeck, read-only, for 30 days after the paid period ends, so you can copy what you need or pick up where you left off. Then it's deleted, with its encryption keys, as our Data Retention Schedule describes.
Limits
What limits should we know about?
- Files: up to 25 MB each and 10 at once; each person can upload 60 an hour, and keep up to 250 MB of files only they can see, such as uploads not attached yet.
- API and MCP server: 600 requests a minute per token and 1,200 per account; up to 20 live tokens per person.
- Your own servers: up to 200 tools per MCP server and 100 operations per API server.
- Webhooks: up to 10 endpoints per company.
- The Portal: up to 1,000 Portal people per account.
Each plan's own limits (companies, agents, seats, sessions, servers and storage) are on the pricing page.
Support
How do we get help?
Email [email protected]. Support is by email, and we don't offer a guaranteed response time or uptime (an SLA) today. The help center covers every part of Everdeck, and the status page shows whether everything is working and any incident.
Billing
Can we pay by invoice?
Yes, on a yearly plan, or on a monthly plan that comes to at least S$1,000 a month with add-ons, once your subscription is active and paid (not during the trial). Ask on the Billing page, and we decide whether to approve it. Each invoice is emailed through Stripe and is due within 30 days. Pay it by card on the invoice's page.
Do you charge GST?
No. We aren't registered for GST, so we don't charge it. Prices are in Singapore dollars (S$).
Can we pay with a card in another currency?
Yes. Every price is charged in Singapore dollars (S$). If your card is in another currency, your card's bank converts the amount, and may charge a fee for it.
Is there a referral discount?
A company that signs up through another customer's referral link gets 20% off its first 3 monthly payments (yearly billing isn't discounted). Once its first payment has stayed unrefunded for 14 days, the account that referred it gets S$50 of account credit for its future invoices. Owners and billing members find their link on the Billing page. The Terms of Service (section 4.11) set out the rules.
Can we change plans during the trial?
Yes. If you switch plans during the trial, the trial carries on and you're charged for the new plan when it ends.
Didn't find your answer? Search the help center, or ask us.
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