Documentation
Read exactly what the product does.
The public guides describe the shipped product as it works today, including its limits. Every claim on this website can be traced to them.
For evaluators
Plan an evaluation and make the case.
Short PDF guides for the people deciding whether and how to adopt ErezAgent.
Customer Onboarding Guide
A suggested path from first install to the first measurable result, with what to prepare and who does what.
DownloadPDF · version 4.94.3ROI and Business Case Guide
A model you can check: formulas, break-even hours per plan, three worked examples with stated illustrative inputs, and a sensitivity table.
DownloadExcel · version 4.94.3ROI Calculator
The same model as a spreadsheet with live formulas. Enter your own figures; the defaults are illustrative, not results.
DownloadPDF · version 4.94.2Solution and Use-Case Guide
Illustrative patterns for founders, small businesses, agencies and providers, and how to choose between them.
DownloadGuides
Product guides.
Hosted on the ErezAgent documentation server, rendered from the same files that ship with the product.
User Guide
Every screen and workflow, from Start here and Executive Office to approvals, objectives and Build My Business.
Open the guideADMIN_GUIDE.mdAdmin Guide
Roles, connectors, governance and risk tiers, backups, licensing, billing, security and configuration.
Open the guideDEPLOYMENT_GUIDE.mdDeployment Guide
The web installer, manual and headless installs, SSL, cloud VMs, upgrades, rollback and hardening.
Open the guideMSP_GUIDE.mdMSP Guide
Running ErezAgent for multiple clients: deployment models, isolation, branding, licensing, billing and the Fleet page.
Open the guideSOLUTION_GUIDES.mdSolution Guides
Setups for SaaS founders, professional services, e-commerce, consultants, CTOs, investment tracking and personal goals.
Open the guideVideo · 5 filmsNarrated films
From a one-minute overview to the technical view, all with captions. Product footage from a demo environment with sample data.
Watch