How to Implement the Teams Feature?

Implementation Steps

1. Creating a Team

• Navigate to the Teams section on Chat Aid Dashboard.
• Click on Create Team.

note

You can only create a team if you are a company admin.

• Enter Team name and select admins.
• Click on Confirm

• You are all set! You have successfully created a Team.
• Select Add teammates to include your colleagues in the dedicated team.

• Add your teammates from the dropdown and confirm.

2. Adding Resources to your Team

• Navigate to the Integrations page on Chat Aid Dashboard.
• Select the team from the right drop-down under Team
• Add the resources

3. Tailored Responses

• When a team member queries Chat Aid, the system scans documents associated with their team.
• This approach ensures that the responses provided are both accurate and team-specific.