Статьи
Browse all articles in the Upwex Knowledge Base.
How to update the extension
Two quick ways to get the latest Upwex version - update from the Extensions page or reinstall from the Chrome Web Store.
AI credits running out too fast
Every AI action costs 1 credit – see what consumed your balance, why credits empty fast, and how to optimise before topping…
Profile sync fails or feeds AI generic output
How profile sync actually works, three places to trigger it, and the four common reasons it fails – login state, slow page…
Extension is not working on Upwork pages
Common causes and fixes when the Upwex Chrome extension widgets don't appear on Upwork – popup checks, site access, reload.
Sync an Upwork chat to Pipedrive
Push an Upwork chat into Pipedrive from the Upwex AI widget in the chat sidebar – pipeline picker, preview cards, and Update…
Configure Pipedrive sync settings
Choose what Upwex creates in Pipedrive on every chat sync – companies, leads, deals, notes – and customise the deal-name template.
Connect Pipedrive CRM
Link your Pipedrive account to Upwex to automatically sync Upwork leads and chats.
Edit billing information (including VAT)
Update your billing details, company name, VAT ID and address for invoices.
Upgrade, downgrade or switch plans
How to change your Upwex subscription plan and what happens to billing.
Top up AI Credits
Buy a one-time AI Credit pack from the slider modal – 100 to 5000 credits with up to 33% off, charged on…
What are AI Credits
AI Credits explained: how the team pool works, what each action costs, where to check balance, and what happens at zero.
Pricing plans overview
Compare Upwex plans – Lite, Pro, Max – pick the one that fits your bidding volume.
Remove a team member
How to remove a member, what the Remove Member modal shows, and how seats and analytics are handled.
Team roles: Owner, Admin, Member
What each team role can and cannot do in Upwex.
Invite a team member
Open the Team page, click Invite +, enter the email – Upwex sends a magic link, adds a seat (prorated charge) and…
Activity Summary – every metric explained
Hero metrics, secondary metrics, period vs custom range filter, member picker, comparison logic and reading patterns for the Activity Summary panel.
Performance by Profile – table walkthrough
Per-profile leaderboard with Proposals, Replies, Reply %, Invites, DM, Offers, Connects columns and a Total row at the bottom – designed for…
Dashboard overview
How the six panels of the Upwex Dashboard work – Activity Summary, Performance by Profile, Proposals & Replies, Trends & Insights, Auto-Bidding…
Monitor Auto Bid activity
How to read the Auto-Bidding dashboard – period and user filters, stat cards, the Job Activity table, and the per-job overlay with…
Auto Bid statuses
The Auto-Bidding dashboard – stat cards, period and user filters, the six job statuses (Scanned, Matched, Submitted, Rejected, Failed, Skipped) and how…
Set up Auto Bid rules
Configure templates, filters, daily caps, scan behavior and schedule on the Settings page – full reference.
Auto Bid overview
What Auto Bid does, how it differs from manual bidding, when to use it, and the safety guardrails on every run.
Tracking Reply Rates & best practices
How the SENT / REPLIES / REPLY RATE / OFFERS columns work, color-coded reply rate tiers, and best practices for improving them.
Manage your cover letter templates
The ALL TEMPLATES list – DEFAULT badge, set-default / edit / duplicate / delete actions, and per-template stats.
Using Variables (placeholders)
Full list of Upwex template variables – TEMPLATE DATA, FREELANCER, CLIENT, PROPOSAL – and what each one resolves to.
Create your first template
Step-by-step guide to creating a custom Cover Letter template in your Upwex account.
What are Cover Letters?
Cover Letters are reusable AI templates that generate personalized proposals for Upwork jobs.
Notification widget explained
The persistent notification widget shows status alerts across Upwork pages – what each state means.
Profile Sync widget
One-click profile sync directly from your own or other freelancers' Upwork profile pages.
Auto Bid widget: start auto bidding
Launch automated bidding on Upwork search results – hands-off bidding while you focus on other work.
AI Q&A for client questions
Automatically generate answers to Upwork screening questions inside the proposal form.
AI Cover Letter widget
The Cover Letter widget generates personalized proposals right inside Upwork's proposal form.
How Match Score works
What Match Score really means and how to use it to filter out jobs that aren't worth your connects.
Extension popup overview
Understand every element of the Upwex popup – profile, AI credits, sync status, analytics and logs.
Your first AI proposal: 30-second walkthrough
A step-by-step walkthrough of sending your first AI-powered proposal from Upwork.
Sync your Upwork profile
Before AI can write proposals on your behalf, you need to sync your Upwork freelancer profile.
Install the Chrome extension
Install Upwex from the Chrome Web Store and sign in to unlock AI features inside Upwork.
Create your Upwex account
Sign up for Upwex in under a minute using email (magic link) or Google OAuth.
What is Upwex?
A quick introduction to Upwex – the AI assistant that helps freelancers win more jobs on Upwork.
Check Fit: analyze any Upwork job
The AI Job Assistant widget appears on every Upwork job page and evaluates whether the job is worth bidding on.