Статьи
How to Edit Your Billing Information (including VAT)
How to Edit Your Billing Information (including VAT) To update your billing details, including VAT, follow these steps: 5. Access Customer Portal: 6. Fill in All Information:
Upwex API & Webhooks Guide
This section is intended for developers or anyone interested in integrating with Upwex. The Upwex API provides access to various data endpoints, allowing you to integrate Upwex functionalities into your own applications or CRM systems. Below is an overview of the available API endpoints and webhooks, along with instructions on how to get started. API […]
AI Job Researcher Settings
To start using AI Job Researcher, you need to add settings for your bot. Let’s analyze how to set up AI Job Researcher step by step. 1. Upwork Credentials is your Upwork profile from which the AI Job Researcher will search for jobs (if you’re worried about your main Upwork profile, you can create a […]
Settings AI Prompt
In this article, we’ll delve into the functionality of the AI Job Researcher and its crucial component, the AI Prompt. The AI Prompt contains two fields: Each field serves a specific purpose in refining how the AI bot selects and evaluates job posts relevant to your expertise. Evaluation Criteria The Evaluation Criteria field allows the […]
Slack Integration
To receive notifications from AI Job Researcher, follow these steps: 1. Create a Slack App (if you don’t have one already): You can create a new Slack app by visiting this link. 2. Setting Up a Webhook for Your Slack App You will receive a webhook in the format: https://hooks.slack.com/services/WORKSPACE_ID/CHANNEL_ID/UNIQUE_TOKEN 3. Integrate Webhook into AI […]
Telegram Integration
Using the AI Job Researcher feature, you can receive notifications in Telegram by utilizing our bot: UpwexAIBot – Upwork Job Search Automation (No RSS, Just AI) To do this, simply add your Telegram Chat ID in the AI Job Researcher settings. How to Get Your Chat ID: You can quickly get your Chat ID by […]
Overview AI Job Researcher
To start working with AI Job Researcher, you need to connect it on the Tools & Apps page (how to connect – article). After installing AI Job Researcher, you will be exposed to all available features of AI Job Researcher.Let’s consider everything in blocks. 1. Statistics of your AI Job Researcher (Open Jobs / Approved […]
Sync Upwork Profile
In order to start using Upwex and all the tools, you need to sync your Upwork profile. The synchronization process is as simple as possible and will take you a few seconds. 1. After logging in to Upwex for the first time, you will be prompted that you need to sync your Upwork profile and […]
AI Job Assistant
AI Job Assistant is your personal assistant, with the help of which you will not need to read the full job description, analyze client data, reviews, etc., our AI tool will do it all for you. AI Job Assistant will compare your current job with your synced Upwork profile and provide brief information about: To […]
Overview Upwex Chrome Extension
After Login into Upwex and installation of the extension, you will have access to all the features of the Upwex Chrome Extension. When you click on the extension icon, you open a window with information:
How to update the extension?
Upwex is always evolving and never stands still. We regularly introduce various updates, and in this article, we’ll walk you through how to keep it up to date with the latest versions. You can update the extension in two possible ways. First way is to update the extension via the tab “Extension”: Second way is […]
AI-Powered Q&A Generate
The AI-Powered Q&A feature in Upwex automates the process of answering client questions on Upwork. It uses technical response generation based on job post analysis to provide users with accurate and efficient answers to client inquiries. This feature saves freelancers and companies time by eliminating the need for manual responses to each question, while also […]
AI-Powered Proposal Generate
The AI-Powered Proposal Generator in Upwex uses job post analysis to automatically generate professional proposals that increase the user’s chances of successfully securing a project. The tool takes into account various factors, such as the client’s requirements and preferences, to create a personalized proposal that meets their needs. This feature saves users time and effort […]
AI Job Researcher
AI Job Researcher – automatically finds and alerts you to the best job opportunities based on your skills and preferences. To connect AI Job Researcher, you need: 1. Go to the Tools & Apps page or click the Connect button (while on the AI Job Researcher page) 2. In the Tools section, the AI Job […]
Install Pipedrive
Connect your Pipedrive to Upwork integration in 1 minute. To connect to Pipedrive you need to: 1. Go to your personal account. 2. Tools & Apps 3. Pipedrive -> Connect 4. A Pipedrive dialog box will open, and you need to click “Allow and Install” 5. You will receive a notification and information about a […]
Overview Tools & Apps
Upwex offers a variety of advanced features to streamline the freelancing process on Upwork, including job post rating, AI-powered proposal generation, Q&A automation, CRM synchronization, deal creation, and analytics and reporting. There is a Tools & Apps page for that. To go, click on the Tools & Apps link on the left side of the […]
Overview widget
Upwex widget – extended CRM functionality. You can view all your deals directly within Upwork through the Upwex widget. This seamless integration will undoubtedly enhance your productivity. Where you can find it and what information is contained here? The widget is located on the right side of your tab. There are 5 main buttons:
Integration with Pipedrive CRM
Integration Upwork and Pipedrive allow users to create contacts, companies, deals, and leads in Pipedrive CRM directly from Upwork, eliminating the need to switch between platforms. Your client will be added to the contact, and the client’s company will be added to the company. The job title, description, cover letter, and all messages from the […]
Cancel Subscription
In order to cancel the license, you need to go to the Billing page and click the Details button in the Licenses table: After that, you will be redirected to the cabinet.To confirm, click Cancel plan: After the successful cancellation of the subscription, in the Licenses table, the Next Subscription column will have the value […]
Assign / Unassign License
When you are on the Trial plan, you have access to one license: How to switch to a paid plan? 1. You need to go to the Billing page 2. In the “Plan” section, click the “Switch” button 3. Then choose one of the paid tariff plans: 4. Go back to billing and click “Purchase” […]
Update billing plan
If your Trial subscription has ended, to continue using the service, you need to change your tariff plan and buy a license. To begin, you need to go to the Billing page and click on the button – Switch: After that, press the button Switch to `the needed plan`: Your tariff plan has been updated. […]
Overview Settings
To go to the Settings page, click on the Settings link, it is located on the left side of the website: The Settings page provides an opportunity to configure such parameters as:
Change CRM Settings
How to connect Upwork to Pipedrive? Connect your Pipedrive to Upwork integration in 1 minute. After successfully connecting Pipedrive CRM, you will see the following settings:
Overview Dashboard
Upwex offers analytics and reporting features for tracking project conversion and success. This includes data on the number of viewed jobs, submitted proposals, replies, and reply rates. There is a chart with information on each individual member or the entire team based on these indicators. The chart shows the history over the last 7 days, […]
Add Extra AI Request
There are AI request limits in the paid tariff plans. For the trial plan, there are restrictions on 10 requests with the possibility of increasing this. For the Top Rated Plus tariff plan: it’s 450 AI requests per license. What to do if the requests run out? You can buy additional AI requests for your […]
Delete member
In order to remove a team member, you need to point to “…” in the Action column for the team member you are trying to remove. After you see a list of possible actions. Click on the button Delete: A modal window will open with confirmation, click on the I’m sure button (if the action […]
Change member Role
There are 3 roles in Upwex: – OwnerOnly the first user can get this role upon registration. By default, it is assigned upon registration in Upwex. Has the highest level of access. – AdminHas access to billing settings, and can appoint members as admins. – MemberThe standard user role does not have access to advanced […]
Add New Member
To add a new team member, click the Invite + button: A modal window with a form will open to you, where you must insert the email of the new team member and click the Invite button: After successfully adding a new team member, you will receive a notification that the Invitation has been successfully […]
Overview Team
This page is for managing your team. You can add new team members / delete and change the role of team members. To go to the Team page, click on the Team link in the left menu: After that, you will be taken to the Team page, where you can see a table with all […]
Payment and Billing- related FAQs
Do I need a credit card during the trial period?No. No credit card. This is really free. The trial is 7 days. Does my subscription automatically renew?Yes, it does renew automatically.You can suspend it anytime from your dashboard of course. Where can I manage my subscriptions?Log into our dashboard and manage all licenses from there. […]
Install & Download the Extension
There are two ways to install the Upwex extension. 1. Installation using the Upwex website After you have logged in to Upwex (how to sign in is described in this article), you will be shown a notice with the option to go to the Chrome Web Store and install the extension (without the extension installed, […]
Sign In
To Login into the Upwex application, you must be registered in the system (how to register?) and go to Sign In. You will see the authorization form. Enter your email address in the field shown below and click the Send magic link button to receive the link or use authorizate with Google: After, go to […]
Sign Up
We care about your time, so registering with Upwex will not take you much time and consists of only 3 steps: Go to Sign Up or click the Register here link on the login page: Choose from the list of your Google accounts or enter your email address in the form below and click the […]
