Teams
Teams are collaborative workspaces where multiple users work together, share agents, and manage resources collectively.
Team features
- Shared agents — members use team agents
- Native apps — install Shop, Contacts, Forms, and more per team (Native apps)
- Resource sharing — wallets, integrations, configurations
- Centralized billing — team-wide subscriptions
- Usage limits — messages and feature quotas
- Permission management — roles and access
Creating teams
- Open the team selector / Teams
- Create Team
- Set name, description, logo (optional)
- Configure initial settings
- Team is created
Settings layout
Settings combines personal and team sections in one navigator.
Personal
| Item | Path / notes |
|---|---|
| Profile | Your user profile |
| Wallets | Your personal wallet settings (/teams/settings/wallets) — not agent wallets |
| Notifications | User notification prefs |
| Voice | Desktop only — Voice dictation controls |
| Clipboard | Desktop only |
| API | API tokens |
| Logs | Client logs |
Team
| Item | What you configure |
|---|---|
| General | Name, tagline, description, logo, cover, timezone, locale, category, custom key/value settings, location, Wi‑Fi, preferred channel, delete team (non-personal) |
| Apps | Install native apps and integrations |
| Members | Invite, roles, remove |
| Branding | Brand colors (background / foreground / label) for public surfaces |
| Usage & Billing | Consumption vs plan limits, subscription, payment methods, invoices |
Agent wallets live under Agent settings → Wallets (Wallets). Loyalty lives under the Contacts app (Contacts), not Team settings.
Native apps on a team
Install modules under Team settings → Apps. See the full matrix in Native apps.
Installed apps appear in the sidebar when they have a nav entry and unlock matching MCP tools for agents.
Member roles
- Owner — full control, can delete team
- Admin — manage settings, members, resources
- Member — use team resources
- Viewer — read-only
Adding members
- Team settings → Members
- Add Member
- Enter email or username
- Assign role
- Send invitation
- Billing — plans, usage, Extra Usage
- Desktop — clipboard, hotkeys, voice
- Native apps
- Agents
- Integrations
- Wallets
- Contacts