Chase Agents documentation
Documentation for setting up Chase Agents, connecting tools, and building automations with agents, workflows, and connections.
Getting Started
- What is Chase Agents?
- Creating Your Account
- Navigating Your Dashboard
- Understanding MCP (Model Context Protocol)
- Your First Connection (2-Minute Setup)
- Your First Automation (5-Minute Guide)
Connections
- How MCP Connections Work
- Connecting via API Key
- Connecting via OAuth
- Custom Connectors
- Connection Health & Monitoring
- Troubleshooting Connection Issues
Building Automations
- Automation Basics
- Building in Claude/ChatGPT via MCP
- Using the Chase Agents Chat Builder
- The Visual Editor
- Triggers: Cron, Webhook, Manual, Event
- Multi-Step Automations & Chain Depth
- Testing Your Automations
- Self-Healing Automations
AI Agents
- What Are AI Agents in Chase Agents?
- Creating Your First Agent
- Human-in-the-Loop: Approval Steps
- Branching on Approval: Building Approval Workflows
- Agent Best Practices
Governance & Security
- Automation Reliability: Success Criteria and Error Modes
- AI Auto-Fix: How Self-Healing Automations Work
- Cost Observability: Understanding Actions and Usage
- Audit Trails and Workflow History
- Data Handling: We Move Data, We Don't Store It
- API Key Security and Connection Safety
Plans & Billing
- Plan Comparison: Starter, Paid Tiers, and Enterprise
- Getting Started on a Paid Plan
- Scaling Your Automation Practice
- Team Plans: Seats, Roles, and Shared Workspaces
- Enterprise Plan
- Upgrading and Downgrading Your Plan
- Community and Referrals
- Billing FAQ
Use Cases by Department
- Sales & CRM Automation
- Marketing Automation
- Engineering & DevOps Automation
- Customer Support Automation
- Finance & Operations Automation
- HR & People Operations Automation
Migration Guides
Troubleshooting
- Automation Not Running
- Debugging a Failing Step
- Connection Authentication Errors
- Automation Failures and Recovery
- Getting Support