Creating a team
Settings → Workspace → Teams → Create team. Give it a name (required) and an optional description. You’re added to the team automatically with the role lead. Only admins and owners can create, edit, or delete a team, but every workspace role can see the Teams list.Team members
Open a team and add people from its Members page. You can only add people who are already in the workspace. Removing someone from a team doesn’t remove them from the workspace. Deleting a team (from its Danger zone, admins and owners only) removes it from any jobs that used it and deletes its facts. Nobody loses workspace access.Sub-teams
A team can have a Parent team. The child team uses its parent’s knowledge as well as its own. Nesting is one level deep: a team with children can’t have a parent, and a team with a parent can’t have children.Team knowledge
Each team has its own facts and a summary, organized the same way as Company knowledge: Company, Product, Tech stack, Hiring, Culture, and Market. Unlike workspace knowledge, none of it comes from research. You add every team fact by hand with Add fact on the team’s Knowledge page. Only admins and owners can add, edit or delete team facts.Assigning a job to a team
Open the job, click its … menu, then Team, and pick one (or No team). Anyone who can edit the job can do this, not only admins.What changes for the agent
When a job belongs to a team, the agent in that job’s chat reads the workspace’s knowledge, then the parent team’s if there is one, then the team’s own. If a child team’s fact conflicts with its parent’s, the child’s wins.What teams don’t do
Assigning a job to a team doesn’t change who can see or work on it. Teams only change what the agent knows about that job.Common questions
Does a team change who can see a job?
Does a team change who can see a job?
No. It only changes what the agent knows in that job’s chat. Access depends on workspace role.
Can I nest a team under a team that's already nested?
Can I nest a team under a team that's already nested?
No. Nesting is one level deep. A team with children can’t become a child itself.
Do team facts come from research, like workspace knowledge does?
Do team facts come from research, like workspace knowledge does?
No. You add every team fact by hand.
Company knowledge
The workspace-wide knowledge every team builds on top of.
Members and roles
Who’s in your workspace, separate from which team they’re on.