Key Concepts when Using TeamPal

Workspace

A Workspace in TeamPal is like your digital office. It’s where all your projects, agents, tasks, and data live. Think of it as a hub for your team’s activities, but feel free to tweak the usage in any way compatible with your needs.

After you successfully create a workspace, 10 agent templates (read more below) that we think are suitable for your workspace will be automatically added in. We recommend customizing them to best suit your needs.

In the current version of TeamPal, you can only create one workspace. The multiple workspace creation feature will be available in the next updates. Nevertheless, you can join countless other workspaces, as long as the respective workspace owners are on one of the paid plans!

Agent

An Agent is an AI-powered assistant that performs tasks on your behalf. Each agent can be tailored to specific roles, such as customer support, data analysis, or content creation.

For instance, you can have an agent that handles customer inquiries 24/7, providing instant responses based on your knowledge base.

See the picture above? That’s our shy friend, Roy from IT.

Task

Tasks are the specific actions you want your agents to perform. In technical terms, they are optimized prompt templates with required inputs to enhance AI output. This could be anything from answering customer questions, generating reports, suggesting best practices, to scheduling meetings.

For example, you might tell Roy to suggest network security best practices. You’ll have to give him some context first, then hit Send and talk to him until you’re satisfied with the results.The list of 20 tasks of each agent template you’ll see at first is automatically picked out from our 800+ task pool by our AI prompting technology, so there might be some irrelevant tasks. To customize the task list (delete some, add some, modify some, your choice!), use the Agent configuration feature (the gear icon on the left of the New chat button).

Note: If you’re creating a new agent from scratch, you’ll have to manually configure the task list from scratch as well.

Skill

Skills are specialized abilities that you can add to each agent to customize their functionality according to your specific needs. For example, Google search, Wikipedia access, YouTube search, etc. These skills empower agents to perform a variety of tasks efficiently, enhancing their capability to support your tasks.

To add a skill to your agent, go to the Super power tab in the Agent configuration. Once added, these skills will be conveniently listed in the Skills section of the Agent info area, allowing you to easily manage and review the capabilities of each agent.

Knowledge

Knowledge refers to the specific information and data that agents use to perform tasks effectively. Upload your documents, which could include FAQs, product details, or proprietary data, and equip them to your agents in the Super power tab of Agent configuration. Or vice versa, whichever order you like!

This customization ensures that agents are well-equipped to handle queries and tasks relevant to your specific products and services. By equipping agents with this targeted knowledge, they are enabled to perform tasks more effectively.

Brand Voice

Brand voice is not just about maintaining a consistent tone; it’s about embedding your brand’s personality into every interaction made by the agents. Users must define and assign a specific Brand Voice to each agent, ensuring it aligns with the company’s values and resonates with the intended audience.

This customization is crucial across all applications of agents, whether in marketing, customer service, or internal communications, as it helps reinforce the brand identity and ensures a uniform experience across all user touchpoints.

Simply create a brand voice by clicking on the Create button, then input this information.

You can even utilize help from AI to refine the brand voice description. However, this feature will cost you a small amount of credits.

Disclaimer: This article is written in the voice of Nate, a fictional character created for user adoption and branding purposes, you'll also meet him and some other characters (like Roy) in our onboarding emails. If you’ve grown attached… our mission is completed! ;) – a happy marketing employee