Documentation

Custodos step by step

How to work with Custodos, what admins configure and how the platform handles data. Every page is checked against the app and states the date of that check.

Start here

Where do you start?

Member

Chat, attach files, use the Company Brain and agents.

Admin

Set up the workspace, invite members, choose models and rules.

IT & data protection

Processing region, personal data protection, retention and the activity log.

Sections

All topics

Getting started

Chat

Models, files, images, web search, projects and shared chats.

Company Brain

Store company knowledge, control access and use it in chat with sources.

Agents & prompts

Build and share agents for recurring tasks and collect prompts.

Connected accounts

Connect Google Drive, Microsoft 365 and Outlook to Custodos personally.

Privacy & security

Region, personal data protection, security mode, retention and the DPA.

Administration

Settings, roles, invitations, access, models and the activity log.

Billing & credits

Plans and seats, credits, usage and invoices.

Help

Error messages with fixes and the key terms.

Can't find something? Write to us.