Frequently asked questions

#What is agaro?

agaro is a multi tenant business operations platform with finance, CRM, workforce, tasks, inventory, procurement, marketing, scheduling, events, analytics, AI assistance, and website building. Workspaces install and entitle the modules they need, while user permissions narrow who may see or change each area.

#How do I know which workspace I am changing?

Check the workspace name in the dashboard chrome before creating or editing a record. Agency support access can change the active client context, so confirm both name and account number before a support mutation.

#Why is a module missing from the sidebar?

The module may not be installed, its plan or paid add on may be inactive, your user may lack app access, or agency policy may block it. Open the Apps catalog at /modules and read the module card status. See Apps catalog and modules.

#Why does the Apps catalog show Request access instead of Install?

Standard tenant admins and managers normally request access. Direct self installation is available only where agency policy explicitly allows it or the platform controls installation. A request remains pending until the responsible operator approves and activates it.

#How much are the standard plans?

Starter is $19, Growth is $29, and Scale is $49 per active user per month in USD. Paid workspace add ons are Inventory and Manufacturing at $99, Marketing Automation at $49, and App and Website Builder at $79 per month. See Plans, add ons, and pricing.

#Does Growth include App Builder or Inventory?

No. App Builder and Inventory are paid workspace add ons. Growth includes Workforce, full accounting depth, Outreach, and the AI Assistant capability, but AI model use still consumes prepaid credits.

#Is there a free trial?

The current trial period is 14 days and uses Growth level feature entitlements. The Subscription page shows the exact end date and remaining days for your workspace.

#Why is my workspace read only?

The subscription may be past due, unpaid, canceled, or outside its allowed access window. A Super Admin can open Settings → Subscription and use the billing portal or recovery checkout. API and assistant mutations cannot bypass read only state.

#How do I add a dashboard widget?

Open Dashboard, select Customization, then open Widgets. Search the library or use Browse by module, select Add, arrange the card, and select Save. See Customize dashboards and widgets.

#Why does the widget library not show a module?

The module has no available dashboard metric for your current account. Confirm it is installed and your role or access group can read its records. Modules with zero available metric sources are hidden from Browse by module.

#Are dashboard edits saved immediately?

No. The live editor keeps a draft. Widget settings preview immediately, but you must select Save to persist the full layout. Cancel and confirm discard to return to the last saved dashboard.

#Can I create more than one dashboard?

Yes, when your account has dashboard write capability. Use the dashboard selector to create a named board from an available template or blank canvas, rename it, set a default, export it, or delete it when another dashboard remains.

#What can the AI assistant do?

It can answer questions and call authorized tools across installed modules. The exact tool surface depends on the signed in user's access. AI generated explanations can be wrong, so verify important results and open changed records. See Use the AI assistant.

#What is the difference between Action on Accept and Autonomous?

Action on Accept pauses before every write. Autonomous allows ordinary creates and updates to run within your authority, while risky and irreversible actions still pause. Neither mode expands your role or record access. See Assistant autonomy and confirmations.

#Does a plan include AI credits?

No current standard plan includes a monthly AI dollar credit. AI usage is funded from the workspace prepaid wallet. Growth and Scale include the Assistant capability, not free model spend.

#What is MCP and how much does it cost?

MCP connects a compatible external AI client to agaro's hosted streamable HTTP server. It costs $8 per month for each seated user and is available to eligible Growth and Scale workspaces. See Connect an MCP client.

#Can an API key act as any user?

No. A current key is bound at creation to one active Super Admin or Manager with an MCP seat. Request headers cannot change that actor. Live actor, creator, workspace, module, and model permissions are checked on calls.

#Where is the API documentation?

See API overview and request format. The main action pattern is /api/v1/{module}/{action} with bearer authentication. Use the current action schemas and do not assume every internal job is exposed.

#Can I run agaro for my clients?

Yes, through Agency mode. Agency Starter is $149 monthly with 3 staff and up to 10 client workspaces. Agency Growth is $499 monthly with 5 staff and unlimited client workspaces. Managed client quantity is also tracked at $24.99 monthly per client workspace. See Agency mode overview.

#Does copying an agency client template copy client data?

No. Provisioning from a source copies modules, branding, and settings only. It does not copy users or business records.

#Can an agency charge its clients through agaro?

Yes. The agency sets a price book, creates an immutable offer, connects its own Stripe account, and the client Super Admin accepts through checkout. Editing a price book by itself charges nobody. See Agency module policy and client billing.

#What does App Builder create?

It creates customer facing websites such as landing pages, multi page business sites, portfolios, and storefronts. It does not create a separate CRM, ERP, custom database, authentication system, or standalone platform. See Build a website with App Builder.

#Can an App Builder storefront use my real products?

Yes. The supported storefront connection uses the workspace product catalog and routes resulting purchases to Orders. Customer checkout requires the tenant's own ready Stripe account.

#What is the difference between Preview and Publish?

Preview runs the editable project in a temporary sandbox. Publish creates a live deployment. Saving an edit or viewing Preview does not update the public site until you publish again.

#Can I use my own domain?

Yes. Connect a domain you already own by adding the displayed DNS records, or buy a supported available domain through the Builder domain flow. See Publish sites, SEO, domains, and analytics.

#What is the difference between Scheduling, Event Types, and Events?

Scheduling is the combined operational calendar. Event Types are reusable public appointment booking pages. Events manages time bounded programs such as conferences, webinars, seminars, sponsors, booths, tracks, and registration.

#Can bookings collect payment?

Yes, when an Event Type has a positive price and the tenant Stripe customer payment account is ready. The slot is held pending hosted checkout and confirmed only after signed provider settlement and the saved confirmation policy.

#Can I connect Google Calendar?

Yes, when the deployment integration is configured and Scheduling is available. Users connect personal calendars in Account Settings or Scheduling. Provider events display read only, and selected calendars can block busy times in Event Type availability.

#Do you support two factor authentication?

Yes. Users can enroll an authenticator app, email code, or both. Authenticator enrollment issues ten one time backup codes. Workspace policy can make two factor optional, required for employees, or required for everyone. See Two factor authentication and access policy.

#How is tenant data isolated?

Application queries use the active workspace identifier, and protected tenant tables also use forced PostgreSQL row level security. Authorization adds module, role, model, record scope, and workspace state checks. See Security and data isolation.

#What happens when I delete a record?

Many business modules use soft deletion and provide Recently deleted with restore. Some security sensitive data, including a user's deleted assistant conversation, is permanently deleted. Read the confirmation for the specific action.

#Where do I change personal settings versus workspace settings?

Use Account Settings for your profile, preferences, two factor methods, personal Gmail and Calendar, and personal AI usage. Use Workspace Settings for shared branding, billing, finance, communications, integrations, devices, security policy, access rights, and AI administration.

#Why did Save fail even though the form looked valid?

Server validation can enforce business rules that a browser field cannot see, including workspace ownership, date relationships, status locks, line requirements, currency, module access, role, record scope, and read only state. Read the exact field or form error before retrying.

#Where should I look when email or SMS fails?

For workspace email, review Settings → Communications → Delivery Diagnostics and the configured outgoing provider. For SMS, review the SMS delivery analysis, provider account, sender, phone format, and blacklist. Avoid creating a duplicate send until the first provider result is known.

#How do I get help with a billing or security incident?

Preserve the exact error, workspace account number, time, record identifier, and provider reference. Revoke exposed keys immediately and use the billing portal for payment recovery. Do not send passwords, full secrets, payment card data, or private signing material in a support message.