User FAQ
Account and Access
Section titled “Account and Access”How do I create my Prodgy account?
Section titled “How do I create my Prodgy account?”Go to the registration page, enter your email and create a password (minimum 8 characters, with uppercase, lowercase, number and special character). You can also use social login with Google or Microsoft. After registration, confirm your email through the link sent.
I forgot my password. How do I recover it?
Section titled “I forgot my password. How do I recover it?”On the login screen, click “Forgot password?”, enter your email and follow the recovery link sent. The link has limited validity. If it expires, request a new one. There is protection against excessive attempts with progressive cooldown (15 to 60 seconds).
Can I use Google or Microsoft login?
Section titled “Can I use Google or Microsoft login?”Yes. On the login screen, click the desired provider button. On the first social login, an account will be created automatically and onboarding will start.
How do I change my name or password?
Section titled “How do I change my name or password?”Go to Settings > Profile. For your name, click edit and save. For the password, use the “Change Password” option and follow the security requirements.
How do I delete my account?
Section titled “How do I delete my account?”In Settings > Profile, under the Danger Zone section, click delete account and confirm with your password. This action is permanent and irreversible — all data will be lost.
What is the Super Admin Group?
Section titled “What is the Super Admin Group?”It is a special group that grants access to advanced areas such as Organization Logs, Agent Workflows, Pipeline configuration and Knowledge Base Embeddings. Group membership is managed internally.
How does the trial version work?
Section titled “How does the trial version work?”Trial access is validated through an authorized email list. If your email is on the list, the Trial will be activated during onboarding. Otherwise, access will be denied with an explanatory message.
Organization
Section titled “Organization”How do I create an organization?
Section titled “How do I create an organization?”During onboarding, fill in the name, website, description, industry sector, company size and stage. You can use Magic Fill to auto-populate with AI. At the end, choose between a Trial or paid plan.
Can I change organization information later?
Section titled “Can I change organization information later?”Yes. In Admin Panel > Organization, administrators can edit the name, website, description, logo and default AI model. Changes are reflected immediately.
How do I delete an organization?
Section titled “How do I delete an organization?”In Admin Panel > Danger Zone, type the exact organization name to confirm. This action is irreversible and removes all workspaces, agents, knowledge base, members and subscription data.
What roles exist in the organization?
Section titled “What roles exist in the organization?”- Admin: full access to all settings, users and workspaces
- User: access only to assigned workspaces
Workspace and Products
Section titled “Workspace and Products”How do I create a new workspace (workspace)?
Section titled “How do I create a new workspace (workspace)?”In Admin Panel > Workspaces, click add product. Fill in name, description, website and logo. Optionally, invite members during creation. The Magic Fill feature is also available.
How do I invite members to a workspace?
Section titled “How do I invite members to a workspace?”In Settings > Users, click invite. Enter name, email, role and select the workspace. You can track pending invitations in the same tab.
How do I remove a member from a workspace?
Section titled “How do I remove a member from a workspace?”In Settings > Products, edit the workspace, go to the Users tab, uncheck the member and save. Removal is immediate — to re-add, a new invitation is required.
How do I manage API Tokens?
Section titled “How do I manage API Tokens?”In Workspace Settings > API Tokens, you can create, copy, regenerate, activate/deactivate and revoke tokens. Tokens enable integration with agent, execution, webhook, integration and knowledge base endpoints.
What happens when I delete a workspace?
Section titled “What happens when I delete a workspace?”All data, configurations, agents, integrations and history are permanently removed. Make a backup before deleting.
Main Panel
Section titled “Main Panel”What is the Main Panel?
Section titled “What is the Main Panel?”It is the main screen when selecting a workspace, aggregating dashboards from different sources: workspace, agents, knowledge base and external integrations.
What types of dashboards are available?
Section titled “What types of dashboards are available?”- Workspace: credit consumption, tokens, events
- Agents: execution metrics per agent (automatically added on installation)
- Knowledge Base: imported documents, pipelines, base health
- Integrations: data from external tools (DevOps, Git, Slack)
Can I customize dashboards?
Section titled “Can I customize dashboards?”Yes. You can resize (4 sizes), reorder (drag and drop), rename, filter, export to CSV and add/remove dashboards. Your preferences are automatically saved per user.
Does removing a dashboard delete the data?
Section titled “Does removing a dashboard delete the data?”No. Removing a dashboard only hides it from the panel. You can re-add it at any time without data loss.
Integrations
Section titled “Integrations”What integrations does Prodgy support?
Section titled “What integrations does Prodgy support?”Prodgy supports integrations with AI models (OpenAI, Google Gemini, Anthropic, OpenRouter), project management (GitHub, GitLab, Jira, Azure DevOps) and communication (Slack). Each integration has specific authentication methods (API Key, OAuth2, Bearer Token, etc.).
How do I install an integration?
Section titled “How do I install an integration?”Go to Integrations > Catalog, select the desired integration, fill in the configuration and authentication fields, and click connect. After installation, verify the status is “Active”.
Why can’t I remove an integration?
Section titled “Why can’t I remove an integration?”If the integration is being used by organizations, agents or secrets, removal will be blocked. Remove the dependencies first. Admin-managed integrations may also not have edit/removal options.
What are MCP Tools?
Section titled “What are MCP Tools?”They are tools automatically registered when installing integrations, allowing AI agents to execute actions in external services (create issues, send Slack messages, list PRs, etc.). The MCP orchestrator analyzes the user’s intent and routes to the appropriate tool.
Do integrations automatically generate dashboards?
Section titled “Do integrations automatically generate dashboards?”Yes. When installing an integration, pre-configured dashboards are automatically added to the panel, displaying real-time metrics from the connected tool.
Knowledge Base
Section titled “Knowledge Base”What is the Knowledge Base?
Section titled “What is the Knowledge Base?”It is the central information repository for your product in Prodgy. It feeds AI agents with context, enables semantic search and centralizes documents, data and workspace information.
What file formats are supported?
Section titled “What file formats are supported?”| Format | Extensions |
|---|---|
| Spreadsheets | CSV, XLSX, XLS |
| Documents | PDF, DOC, DOCX |
| Text | TXT, MD, Markdown |
| Structured data | JSON, XML |
The default maximum file size is 50 MB.
What are embeddings?
Section titled “What are embeddings?”Embeddings are vector representations of documents that enable semantic search — finding information by meaning, not just keywords. They are generated automatically when importing documents.
What are Pipelines?
Section titled “What are Pipelines?”Pipelines are automated agents that collect, transform and import data from external sources into the knowledge base. They have a pre-configured catalog with an installation wizard.
What are Workspace Information Blocks?
Section titled “What are Workspace Information Blocks?”They are editable sections in the Overview tab that describe product aspects. There are 11 block types (text, markdown, links, lists, code, personas, etc.). They can be AI-generated or manually created. They need to be synchronized to become available to agents.
Do knowledge base operations consume credits?
Section titled “Do knowledge base operations consume credits?”Yes. Document uploads, embedding generation and storage consume plan credits. If the plan is exhausted, uploads and processing will be blocked.
Playground
Section titled “Playground”What is the Playground?
Section titled “What is the Playground?”It is Prodgy’s integrated chat environment for direct interaction with AI agents. It supports real-time messages with streaming, Markdown formatting, code blocks and tables.
How do I access the Playground?
Section titled “How do I access the Playground?”Click “Playground” in the left sidebar (play icon).
Can I export conversations?
Section titled “Can I export conversations?”Yes. You can export any conversation to PDF, including all messages, formatting and timestamps. The PDF is generated in the browser and is not stored on the server.
What are export channels?
Section titled “What are export channels?”They allow embedding the Playground chat in external websites (Embed Chat) or configuring webhooks to notify systems like Slack, Teams, Zendesk and REST APIs when events occur.
Who can configure the Playground?
Section titled “Who can configure the Playground?”Advanced settings (RAG, interface, restrictions) are only accessible to Super Admin role users. They include parameters such as temperature, max tokens, system prompt, allowed file types and rate limiting.
Is conversation history preserved?
Section titled “Is conversation history preserved?”Yes. All conversations are available in the sidebar panel with title and date. You can rename, archive or delete conversations. There is a 5-minute cache for fast loading.
Agents
Section titled “Agents”What are agents in Prodgy?
Section titled “What are agents in Prodgy?”They are configurable AI systems that autonomously execute specific tasks, such as PBI specification, test generation, bug detailing and epic decomposition.
What agents are available?
Section titled “What agents are available?”| Agent | Function |
|---|---|
| Backlog Writer | Converts ideas into detailed PBIs and User Stories |
| Bug Specialist | Identifies and details bugs with structured reports |
| Epic Decomposer | Breaks down complex epics into manageable technical tasks |
| Task Builder | Converts requirements into detailed technical task lists |
| Test Designer | Generates comprehensive test scenarios and cases |
| Effort Analyzer | Estimates effort for PBIs and User Stories |
How do I install an agent?
Section titled “How do I install an agent?”In the Agent Panel, select the agent and follow the installation wizard: welcome, integrations, prompts, parameters and results. After installation, the agent becomes available and its dashboards are automatically added.
Can I customize prompts and parameters?
Section titled “Can I customize prompts and parameters?”Yes. In Agent Settings, you can edit integrations, parameters, prompts, visual workflow, versions and track executions. Each change generates a new version that can be published.
What happens when I uninstall an agent?
Section titled “What happens when I uninstall an agent?”Uninstallation permanently removes versions, execution history, configurations, webhooks and dashboards. This action cannot be undone.
Prodgy Assistant
Section titled “Prodgy Assistant”What is the Prodgy Assistant?
Section titled “What is the Prodgy Assistant?”It is an autonomous AI agent that participates in Microsoft Teams meetings to capture transcriptions. It monitors emails, detects meeting invitations, joins automatically and delivers the transcription via webhook.
What are the deployment modes?
Section titled “What are the deployment modes?”- Service (Cloud): managed by Prodgy via Microsoft Graph API, no local installation required
- Plugin (Desktop): application for Windows/macOS with email monitoring via IMAP
How do I schedule a meeting with the bot?
Section titled “How do I schedule a meeting with the bot?”Forward the Teams invitation to the bot’s email. The bot processes the invitation, schedules the entry and joins automatically 15 seconds before the scheduled time. For multiple workspaces, use the [ProductName] notation in the meeting title.
Does the bot support recurring meetings?
Section titled “Does the bot support recurring meetings?”Yes. The bot detects recurrence patterns and automatically expands future occurrences within a 7-day horizon, with re-expansion every 12 hours.
What happens if I cancel a meeting?
Section titled “What happens if I cancel a meeting?”Cancellation is detected automatically. No manual action is needed — the meeting is removed from the bot’s schedule.
What is the Assistant Admin Panel?
Section titled “What is the Assistant Admin Panel?”It is the control center with four sections: Schedule (active and pending meetings), History (recorded events with filters and dashboards), Logs (real-time system logs) and Settings (editable parameters without file editing).
Do I need to restart the service when changing settings?
Section titled “Do I need to restart the service when changing settings?”No. Settings saved through the panel use hot-reload — changes are applied automatically without restarting the service.
Admin Panel
Section titled “Admin Panel”How do I access the Admin Panel?
Section titled “How do I access the Admin Panel?”In Settings > Admin Panel. Access depends on your role: Admin has access to most tabs, Super Admin has access to all, and User has restricted access.
What can I manage in the Admin Panel?
Section titled “What can I manage in the Admin Panel?”| Section | Function |
|---|---|
| Organization | Name, logo, website, default AI model |
| Subscription | Current plan, credits, detailed consumption |
| Workspaces | Create, edit and delete workspaces |
| Users | Invite, edit roles and remove members |
| System Logs | View real-time logs via SSE |
| Email Service | Configure SMTP, Microsoft 365 or Google Workspace |
| Feedback | Configure form and GA4 integration |
| Danger Zone | Permanently delete the organization |
How does the credit system work?
Section titled “How does the credit system work?”Each plan has a credit limit consumed by operations such as agent executions, Playground chats, embeddings, storage and integrations. The credit counter in the navbar shows consumption with colors: green (below 70%), orange (70-99%) and red (100%).
What email providers are supported?
Section titled “What email providers are supported?”SMTP (Nodemailer), Microsoft 365 (Graph API) and Google Workspace. Configuration includes a connection test before saving.
Navigation and Interface
Section titled “Navigation and Interface”How do I navigate between workspaces?
Section titled “How do I navigate between workspaces?”Use the workspace selector in the navbar to quickly switch between workspace workspaces.
Can I toggle between light and dark themes?
Section titled “Can I toggle between light and dark themes?”Yes. Use the theme toggle button in the navbar. Your preference is saved automatically.
What is the credit counter in the navbar?
Section titled “What is the credit counter in the navbar?”It shows plan credit consumption in a colored progress bar. Alerts are triggered at 80%, 90%, 97% and 100% usage.
Where can I find help?
Section titled “Where can I find help?”In the help menu in the navbar, you can access the user manual and guided tour. You can also contact support at support@prodgy.ai or visit help.prodgy.ai.