Documentation
Gridwork Documentation
Everything you need to deploy, configure, and get the most out of your AI workforce.
Getting Started
What is Gridwork?
Gridwork is an AI workforce platform. You deploy autonomous AI agents that handle your sales, support, finance, marketing, and operational workflows — around the clock, without the overhead of hiring.
The platform is built around four core concepts:
Agents: Purpose-built AI that connects to your tools and executes tasks
Credits: The unit of compute your agents consume. Top up as needed.
Integrations: Native connectors to the software you already use
Human-in-the-Loop: Approval gates that keep humans in control of sensitive decisions
Getting Started
Quick Start Guide
Follow these steps to go from sign-up to first agent running in production.
Book a consultation
Schedule a call with our team so we can understand your workflows, toolstack, and goals. We'll help you identify which agents to prioritise.
Connect your stack
From the Integrations tab, authorise the tools your agents will need. Most standard integrations connect via OAuth in under two minutes.
Configure your first agent
Select an agent from the catalogue, review its parameters — tone, escalation thresholds, output destinations — and adjust to match your preferences.
Review and go live
Your first task appears in the Activity Feed shortly after deployment. Review the agent's output, make any adjustments, and confirm you're happy to run autonomously.
Getting Started
How Credits Work
Credits are consumed every time an agent executes a task. Complex tasks consume more credits than simple ones. There's no subscription — you top up as you need.
The credit system gives you predictable, usage-based costs. You pay only for what your agents actually do, not a flat fee regardless of activity.
You can view the exact credit cost of any task in the Activity Feed. Credits are available immediately after top-up with no waiting period.
Getting Started
Your First Agent
After connecting your stack, you'll configure which agent to activate first. Most customers start with the Sales or Support agent — both produce clear, measurable output within the first hour.
If your primary pain point is inbound volume, start with the Support Agent. For growth-focused teams, the Lead Gen Agent is often the highest-ROI starting point.
Once your first agent is live, expanding is straightforward. All agents share the same context layer, so adding a second agent automatically unlocks cross-agent workflows.
Platform
Dashboard Overview
The Gridwork dashboard shows all active agents, recent task activity, credit balance, and integration health in a single view.
- Active agents panel — see which agents are running, paused, or need attention
- Activity Feed — a live log of every task executed across all agents
- Credit balance — your current balance with projected burn rate
- Integration health — status indicators for every connected tool
The dashboard refreshes in real time. You can click any agent tile to drill into its detailed activity, configuration, and performance metrics.
Platform
Role-Based Access
Available on Team and Enterprise plans. Assign Admin, Manager, or Viewer roles to team members to control exactly who can view, configure, or pause agents.
Role assignments are managed from Settings → Team → Roles. Changes take effect immediately.
Platform
Notifications
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Agents
How Agents Work
Agents monitor connected data sources continuously. When a trigger condition is met, they execute the configured workflow. Sensitive decisions are paused for human approval.
Every agent runs the same core loop: Monitor → Execute → Escalate.
When an agent encounters a decision outside its configured parameters, it escalates gracefully. The task pauses, the relevant team member is notified, and full context is presented for review.
You can run each agent in Autonomous mode or Supervised mode. Most teams start supervised and switch to autonomous once confident in the agent's behaviour.
Agents
Sales Agent
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Agents
Support Agent
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Agents
Lead Gen Agent
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Agents
Finance Agent
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Agents
HR Agent
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Agents
Dev Agent
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Agents
Executive Agent
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Integrations
Connecting Your Stack
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Integrations
CRM Integrations
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Integrations
Custom Webhooks
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Security
Data Handling
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Security
Permissions & RBAC
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.
Security
Audit Logs
Full documentation for this section is coming soon. In the meantime, contact us at hello@bygridwork.com.