Agiled Help Center

Find the right way to get work done in Agiled.

Use these guides to set up your workspace, manage day-to-day work, and connect the tools your team already relies on.

Product areas

Start with the area you are working in, then follow the step-by-step articles inside.

Set up your workspace, invite your team, and learn the first-day flow.

Manage contacts, accounts, deals, forms, tickets, imports, and CRM cleanup.

Create invoices, estimates, payments, expenses, credit notes, and templates.

Run projects, tasks, time tracking, milestones, templates, and timesheets.

Configure booking pages, event types, availability, appointments, and calendars.

Create, send, preview, sign, and manage documents and document templates.

Store files, organize folders, preview, download, share, and attach files.

Create services, configure pricing, and manage service checkout.

Manage employees, teams, attendance, leave, compensation records, and HR reports.

Automate tasks with triggers, actions, conditions, schedules, and run logs.

Guide customers through forms, scheduling, documents, and payment steps.

Give clients a clear onboarding path in their portal and track their progress.

Use agents and AI workers with workspace context, tools, approvals, and runs.

Connect mailboxes, calendars, payments, accounting, project, and CRM apps.