DocsTeams & Collaboration

Teams & Collaboration

Create teams to share agents and collaborate with colleagues. Each team member gets role-based access.

Teams let you organize your workspace members and agents into groups. Each team has its own set of members, agents, and usage. Create multiple teams to separate access by department, product line, or function.

Roles and Permissions

Every team member has one of two roles:

  • Owner — full access to all team settings, agents, members, and billing. Can delete the team.
  • Admin — can manage members, agents, and settings. Cannot delete the team.

New members are invited from within a team. Pending invitations are visible until accepted.

Team Agents

Agents are created within and belong to a specific team. All members of a team have access to that team's agents. Each team shows its assigned agents — including the agent name, type (Guide, Present, or Demo), and a Manage button to open the agent directly.

Each team has its own Usage tab showing how much of your plan's resources that team's agents have consumed.

Team Settings

Team owners can update the team name and description. Team owners can also delete the team from this tab.