Welcome to the Upwex Knowledge Base!

Your go-to resource for learning how to get the most out of Upwex. Whether you’re a freelancer, agency, or developer, here you’ll find comprehensive guides, tutorials, and answers to common questions. Explore our categories to discover tools, tips, and best practices to help you succeed on the platform.

Getting Started

In this section, you'll find essential information on setting up your account and a step-by-step guide to help you begin using the platform efficiently.

Tools & Apps

In this section, you will find important information about setting up applications that you can connect.

Upwex Chrome Extension

In this section, you will find important information about the Upwex Extension and its features: Job Rating, Generate Proposal, and Q&A, etc.

Dashboard

In this section, you will find information about analytics and its metrics.

AI Job Researcher

Automatically finds and alerts you to the best job matches based on your skills and preferences.

Team

In this section, you will find information about the team. How to invite a team member, how to make them an admin etc.

Settings

In this section, you will find information about settings. How to set up CRM, AI, Extension.

Billing FAQs

Find the answers to common billing queries here.

CRM

In this section, you will find useful information about CRM and synchronization.

Getting Started with Upwex API

This section provides an overview of how to begin working with our API & Hooks.