AgentHub Help
How can we help?
Short guides for asking about a client, making files and requests, working in Slack, and your plan.
Task guides
Find the job you need to finish
Each page covers one task, how to confirm it worked, and the common ways it gets stuck.
Getting started
Complete your first client automation change
This guide takes an AI consultant or automation agency from an empty workspace to one verified client change and a published client brief.
Read guideGetting started
Add a client, workflow, and owners
This guide shows you how to create the minimum operating context AgentHub needs before you record a client request.
Read guideClient work
Use your earlier work with a client
In a client conversation, answers use what you told AgentHub in your other conversations with that client. See what an answer used, and turn anything off.
Read guideClient work
Follow up on promises from your notes
Home lists the promises in your client notes, who owes each one and when. Mark one done, correct it, or draft a follow-up to send yourself.
Read guideClient work
Ask for a Word document or an Excel workbook
Get an editable Word or Excel file in a conversation, revise it by typing, restore earlier versions, and share one version by private link.
Read guideClient work
Use AgentHub in Slack
Ask about a client, get Word and Excel files, and turn a client’s Slack message into a request, in your own private messages with AgentHub, then continue in the app when you need more room.
Read guideClient work
Prepare a client request with the assistant
Draft the scope and checks, work through missing details, and keep the preparation attached to the request.
Read guideClient work
Save working methods and set assistant limits
Reuse how you prepare a kind of request, and control how much the assistant is used. Google Sheets and Docs are opening one workspace at a time.
Read guideConnected tools
Connect your tools and assign client workflows
This guide shows you how to connect n8n, Make, Slack, Zapier, or HubSpot, bring only the records you need into AgentHub, and confirm each connection is working.
Read guideRequests and changes
Record and review a client change request
This guide shows you how to turn a secure client-link submission, a reply to a brief, an email, a call, a ticket, or a client’s Slack message into a formal change request without losing the original context.
Read guideRequests and changes
Record approval and verify a client change
This guide shows you how to move a request through authorization, implementation, and production verification without claiming more evidence than you have.
Read guideClient proof
Create, publish, schedule, and send a client brief
This guide shows you how to turn the work you recorded into a client-facing update while keeping draft generation, publishing, and delivery under human control.
Read guidePlan and access
Choose a plan and manage client capacity
This guide explains the workspace trial, the Slack pilot, paid plans, the free workflow and AI skill library, and client records after a plan ends.
Read guidePlan and access
How AI usage limits work
What uses AI actions, how many each plan includes, the other limits that can stop AI, and what happens when a limit is reached.
Read guidePlan and access
Invite teammates and set their roles
This guide covers inviting someone by email, what each role can do, joining a team from an invitation, and removing a person without losing their history.
Read guidePlan and access
Close your workspace
This guide covers downloading what you want to keep, closing the workspace, what is deleted and what is kept, and following the progress until it is done.
Read guidePlan and access
Delete your account
This guide covers deleting your AgentHub account as a team member or as a workspace owner, what is deleted, what stays with your team, and the cases we handle by email.
Read guideReference
What AgentHub does and does not do
AgentHub is an AI assistant for AI consultants and automation agencies that knows your clients. This reference explains where its help stops, so your team and clients know which decisions stay with people.
Read guideSkills · Not open yet
List your consulting services
Write your service offer and keep it private. Public service listings are not open yet.
Read guideSkills · Not open yet
Find and download a purchased skill
Find the exact version you purchased and check its payment, refund, and download status.
Read guideSkills
Prepare a workflow or AI skill
Save a workflow or AI skill, review its files, and export or share a fixed version.
Read guideSkills and marketplace · Not open yet
Request or offer installation help
Agree a separate service scope with the consultant behind a skill. This flow is available only when setup help is enabled.
Read guideThe app and the guide do not match?
Tell us what you were trying to do. That is either a documentation gap or product friction we need to remove.