Help center
How can we help?
Guides for every part of Everdeck, from your first agent to approval rules, plus a setup guide for each of the 100 apps agents work in.
Getting started
From sign-up to your first agent finishing its first task.
Your account and team
Companies, the people who work in them, and the AI keys agents use.
Agents and their work
Agents, tasks, the knowledge they search and the files they keep.
- AgentsAdd agents, write their charters, set their hours, tools, models and budgets, and pause, decommission or reactivate them.
- Tasks and the boardCreate and assign work, follow it across the board, review results, and set up recurring tasks.
- Knowledge baseGive agents your SOPs, FAQs, policies and product notes to search, and check what they'd find.
- Company filesThe files agents read and save while they work, where to find them, and how to download or delete them.
Approvals and oversight
What waits for a person, and how to see what agents did.
- Approvals and approval rulesDecide what agents ask to do, and set the rules for which actions wait for whose OK.
- Approvals in Slack and TeamsLet approvers decide agents' requests from Slack, and post a notice for each request in a Microsoft Teams channel.
- Activity, audit log and sessionsSee what your agents are doing right now, every session step by step, what it cost, and who changed what.
Connecting apps and tools
Apps, webhooks, Jira, and your own MCP and API servers.
- Connecting appsConnect the apps your agents work in, with a key or token or with your own OAuth app, and test, fix, disconnect and revoke connections.
- Intake: webhooks, watched endpoints and rulesTurn requests from other apps into tasks for your agents, with webhooks, watched API endpoints, connector triggers and rules.
- Jira syncBring Jira issues to your agents as tasks, and have Everdeck write status and finished results back to Jira.
- MCP serversAdd your company's own remote MCP server, review each of its tools with a risk tier, and let agents use the ones you approve.
- API servers (OpenAPI)Import your own API from its OpenAPI document, choose which operations agents may use, and set each one's risk tier.
Billing, spending and security
Plans, spending caps, and how your data is protected.
- Billing and plansThe plans and what each allows, your free trial, paying through Stripe, changing or cancelling, and what happens when a payment fails.
- Spending caps and alertsPut ceilings on what agents spend on AI models, per session, per agent and across the account, and get alerts before they're reached.
- Security and dataHow sign-in, second factors and confirmations protect your account, how secrets and company data are kept, how long things are kept, and where our legal documents are.
Connector setup guides
How to connect each app, the redirect URI and scopes for apps that sign in, what agents can do there and what can start work. See all 100 guides.
Still stuck?
Email [email protected] and say what you were trying to do. Or browse every guide.