Lancer

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Ivan Nedelkovski

What Lancer is and how to launch your first automated Upwork campaign.

Getting Started with Lancer

Tome Gavazov

Connecting, securing, and reconnecting your Upwork account.

Upwork Account Management

How to create and configure your campaigns

Campaign

Set up your knowledge base and cover letter handling

Knowledge Base

Advanced bidding strategies to optimize your Upwork success

Bidding Strategy

Monitor all leads across campaigns in one centralized view

Leads Overview

Learn how to use test mode to validate your setup

Test Mode

Manage client replies in the unified inbox and track deals through your pipeline.

Unified Inbox & Pipeline

Pricing, plans, what counts as a reply, overages, VAT, pausing, downgrading and cancelling.

Billing & Plans

Invite teammates and manage roles and seats.

Team Management

Lancer's API, MCP server, webhooks, External Mode, and Slack and Discord notifications.

API, MCP & Integrations

Quick answers to common questions and fixes.

FAQ & Troubleshooting

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.