A Basic TeamPal Workflow

This guide aims to provide you with an overview of the core capabilities through a logical, step-by-step tutorial. However, let me be clear - these steps are not set in stone.

Our interface is intentionally flexible, allowing you to explore and utilize features based on your unique needs and preferences. Consider this a friendly roadmap to familiarize yourself with the key functionalities.

Rest assured, whether you follow these steps precisely or forge your own path, I’m here to support you every step of the way via support@teampal.ai. So, roll up our sleeves, and let’s dive in together.

Set Up Workspace

• Create a Workspace: Begin by creating a new workspace. This involves naming your workspace, defining its purpose, and setting any initial parameters that align with your project goals. The workspace acts as a centralized hub where all your AI agents and resources are organized.

• Join an Existing Workspace: Alternatively, join an existing workspace if you are collaborating with a team. Ask the workspace owner to invite you, and an email will be sent to you. As a member, you can immediately access and utilize the AI agents configured within the workspace. Although you won’t have editing privileges, this route allows for quick integration into ongoing projects.

Add AI Agents

Check out this article for the most comprehensive information on these elite AI agents.

• Customize default agent: After you successfully create a workspace, 10 agent templates that we think are suitable for your workspace will be automatically added in. Then, you can customize each one to better suit your needs.

• Choose from Agent library: If 10 default agents aren’t enough, select from TeamPal’s extensive library of pre-built AI agents designed for various functions.

• Create an AI agent: Or, you can opt to create a custom agent tailored to your specific needs from scratch. This flexibility ensures you have the right tools for any task, but at a cost of 30 credits.

• Enhance with personal data: You can equip them with the necessary knowledge from relevant documents, datasets, and existing knowledge bases... you’ve uploaded or integrated within the Knowledge and Brand voice sections.

Perform a Task

Deploy your AI agents to execute tasks simply by chatting. Whether it’s handling customer inquiries, performing data analysis, or generating content, the agents are designed to work autonomously and efficiently, freeing up your team to focus on strategic initiatives.

There are some suggested tasks at first, but feel free to customize them in Agent configuration (the gear icon to the left of the New chat button). Say hi to Roy from IT again!

Share Workspace/Agent (Optional)

If collaboration is key to your workflow, share your workspace or specific AI agents with team members or external stakeholders.

This feature facilitates seamless collaboration, allowing others to interact with and benefit from the AI capabilities you’ve developed. Sharing can be tailored to provide view-only access or more interactive engagement, depending on your needs.

In case you forgot, if you join someone else’s workspace, you won’t be able to configure the workspace. Nevertheless, you can utilize the workspace in its entirety right away.

To invite more members into your workspace:

• Go to Settings and click on an Empty seat

To share agents:

• Go to Agent configuration (the gear icon) on that agent’s page

• Click on the Publish tab and modify the sharing options

• Share away!

By following these steps, you can harness the power of TeamPal to automate routine tasks, enhance operational efficiency, and foster a collaborative environment that leverages AI to its fullest potential.

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