Not sure what a term means? You’re in the right place! Here’s a quick guide to Teammates lingo. You can do it!
  • Teammate: A virtual colleague (autonomous AI agent) that collaborates with you and your team, chats in Slack and other channels, plans work, operates SaaS tools, and so much more.
  • Assignment: Work given to your Teammate. The Teammate will understand your objectives, plan it out, and begin working on it.
  • Skill: An ability given to a Teammate, such as reading documents, performing online research, or generating images.
  • Smart Tool: One of your digital software tools that your Teammate can operate, such as Salesforce, Linear, or Google Sheets.
  • Handbook: Background information, policies, and procedures that Teammates use to plan and complete their work.
  • Rules: A collection of when-this-then-that logic that Teammates use when events like a new email arrives, a deal closes, or a new document is created.
  • Squad: A group of Teammates that can work together on complex, multistage tasks.
If you ever get stuck, just ask your Teammate for help!