Agiled Docs

Agiled helps teams manage clients, sales, projects, time, scheduling, documents, finance, HR, automations, and connected apps from one workspace.

Use these docs to learn how each part of Agiled works, how records connect to each other, and how to set up the workflows your team uses every day.

Start with the area where your work begins, then follow related docs for the records it creates. For example, a public form may create a contact, trigger a workflow, attach files, and appear in reports.

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Main Product Areas

• Dashboard shows the daily operating view for revenue, work, sales, and activity.
• CRM manages contacts, companies, deals, forms, tickets, and customer communication.
• Finance covers invoices, estimates, recurring invoices, payments, expenses, credit notes, taxes, numbering, and templates.
• Productivity covers projects, tasks, boards, time tracking, and timesheets.
• Scheduling manages booking pages, event types, availability, appointments, calendar sync, and paid bookings.
• Docs lets you create, send, preview, and sign documents and templates.
• Files stores uploads, folders, previews, downloads, shares, and attachments.
• Knowledge Base stores internal wiki-style pages for repeatable team knowledge.
• Chat supports workspace conversations and attachments.
• Commerce covers storefronts, checkout links, orders, and public checkout.
• Products manages products, services, categories, tags, pricing, inventory, and product audits.
• HRM manages employees, teams, attendance, leave, holidays, salaries, payroll, payslips, and employee self-service.
• AI Workers and Agents help automate work using workspace context and approved tools.
• Workflows automate business actions from triggers, actions, and run logs.
• Reports help teams review CRM, finance, productivity, and HR performance.
• Settings controls workspace setup, permissions, modules, billing, domains, notifications, apps, API access, and imports.

Client portal documentation is intentionally left out of this pass.

How To Use These Docs

Use overview pages to understand a module, task pages to complete a specific workflow, and guide pages when several modules work together. When a page mentions settings, review permissions and enabled modules before assuming a feature is unavailable.

Recommended Learning Path

For a new workspace, start with getting started, settings, CRM, finance, and the guide that matches your business type. Then add scheduling, documents, workflows, integrations, HRM, or commerce as those processes become active.

For an existing workspace, start from the module where the problem appears and follow related docs to the source record. For example, a checkout issue may live in products, commerce, payments, finance templates, public links, or workflows.

If Something Looks Different

Your workspace may differ because of role permissions, enabled modules, plan limits, custom domains, connected apps, or personal appearance settings. Check those first when a page, button, or widget is missing.