The Teams tab gives managers and agents a shared space to collaborate, exchange messages, and keep activity organized. You can find your conversations under Teams > People.
You can chat directly with an agent or start a group conversation with multiple agents and teammates. Each conversation keeps its own activity history, and you can set up routines to automate recurring tasks.
You can also manage agent privacy to control who can interact with your agents and whether they can participate in shared conversations.
Note: The Teams tab must be activated for your account. If you don’t see it yet, contact your account manager.
Collaborate and Stay Organized
Collaborate with agents and teammates. Mention an agent to ask a question while other members follow along and add comments.
Keep activity organized. Each conversation has its own activity log and routines to keep related work together.
Manage agent access. Make an agent private and control whether it can join conversations with other members.
Start a Chat with Agents and Teammates
Any manager can start a conversation with agents, team members, or both.
Depending on who you add:
One agent: Opens a direct chat.
Multiple agents or any teammate: Opens a group conversation.
To start one:
Go to the Teams tab.
Click New message. A draft appears in your list.
In the To field, add the agents and people you want to include. You can also tap an agent under Agents, or type @ followed by a name in your message.
Write your message and send it.
The conversation appears under the People tab, and you become its owner.
Manage Conversation Settings
After creating a group conversation, you can update its appearance and visibility.
Open the conversation.
Click the edit icon on the conversation's icon at the top of the details panel.
Under Room appearance, update the following:
Title: Rename the conversation. The initial title is generated from its goal or first message.
Who can see it: Select Public so other managers can find it and request to join, or Private so only current members know it exists.
Colour: Choose a colour for the conversation icon.
Click Apply to save your changes.
Talk to Agents in Group Conversations
To ask an agent a question, type @ followed by the agent's name and enter your message. If the agent needs your approval before taking an action, an approval card appears in the conversation.
In conversations created by routine runs, messages without an @mention are treated as comments for other participants. The agent will not respond to them.
Manage Group Conversations
Your available actions depend on your role.
Role | Permissions |
Owner | Invite or remove participants, transfer ownership, rename the conversation, change its color and visibility, delete it, and approve or decline requests to join. |
Member | Send messages, mention agents, and leave the conversation at any time. |
Non-member | View public conversations and request to join. The owner must approve the request. |
Open the conversation details to see its participants, each agent's latest outcome, and the most recent routine run.
If an agent fails to respond, the details panel shows the reason and an Ask again button. This button is available only for the latest failure and while you still have access to the agent.
Automate Tasks with Routines
Routines let you automate recurring tasks by scheduling agents to run prompts at a specific time each day.
You can create routines for:
Individual agents: Schedule tasks for a specific agent. Each run creates a separate conversation containing only that agent.
Group conversations: Schedule tasks involving multiple agents or teammates. Each run creates a new conversation with the same agents, participants, and settings.
Scheduling and Routine Limits
Routines start at their scheduled time in your timezone, although execution may be delayed by up to five minutes. Each routine runs at most once per day, and missed runs are not replayed. If your company has configured business hours and a routine is scheduled outside those hours, execution moves to the next opening.
You can have up to 20 active routines. Paused routines do not count toward this limit, and your company may configure a different limit.
Approve Actions Automatically
You can let a routine run some actions without asking you first. You’ll find this optional setting when you create or edit a routine. Ticked actions run as you, and any action you leave unticked waits for your approval in the run room.
To choose actions, expand a category and tick the ones you want, or click Tick all to select every action in that category.
Category | Actions |
Reports & email |
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Recruiting setup |
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If the agent needs several actions to finish a task, they only run without approval when all of them are ticked. For example, if Email colleagues is ticked but Create PDF reports isn’t, an email with a PDF report attached will still need your approval.
Run a Routine Manually
Click Run now to start a routine outside its schedule. Running a routine manually does not use up the day's scheduled run and does not count as a failure.
Resume a Paused Routine
A routine may pause automatically when it encounters certain conditions. The reason appears on the routine card.
Status or reason | Why it paused |
Paused · no public agent | Every agent in the conversation is private, so none is available to respond. The routine form warns you about this before you save. |
Manager missing | The routine's author no longer has access. |
Agent private | An agent used by the routine became private to another manager. This can also happen when someone other than the agent's author edits the instructions and the run would reach that author's private agent. |
Paused · runs kept failing | Three consecutive scheduled runs failed, so the routine pauses at its next scheduled run. |
A routine is skipped rather than paused if its agent is disabled or deleted, or if its previous run is still in progress. The routine tries again at its next scheduled run.
To resume a paused routine:
Open the paused routine.
Fix the cause shown on the routine card.
Click Resume. The reason clears and the failure count resets.
Note: Resuming a routine requires an available slot under your company's active routine limit.
Create an Agent
You can create custom agents from the Teams tab and use them in individual or group conversations. When you create an agent, you become its author and can configure its appearance, instructions, access, and other settings.
Go to the Teams tab.
Click New Agent.
Set the agent's appearance by clicking Change. You can customize its icon and choose a visual style.
Configure the agent by completing the five required settings in the configuration panel. The panel tracks your progress as you complete each setting.
Follow the prompts in Composer to provide the requested information for each configuration.
Once all five settings are complete, click Activate agent to make the agent available.
You can save your progress as a draft before activating the agent. If you no longer need the draft, click Delete draft.
Configure Your Agent
The agent setup panel guides you through five required configurations:
What it does: Describe the tasks the agent handles in one or two sentences. This helps define its purpose and responsibilities.
Name: Choose the name people will use to identify and mention the agent.
Can read: Define the campaigns, folders, and candidate data the agent can access.
Can do: Specify the actions the agent is allowed to take, such as moving or tagging applications.
Instructions: Define how the agent should behave, including the steps it should follow when performing tasks.
The configuration progress indicator shows how many of the five required settings are complete. You can activate the agent only after all five have been set.
Once activated, your agent appears in the agent picker and can be added to conversations. As the agent's author, you can also manage its privacy settings and set up routines for it.
Make Agents Private
You can make an agent private to control who can interact with it.
Only you, as the agent's author, can mention, add, or assign your private agent through the router.
Other managers will not see the agent in their agent picker. However, a company owner can view another manager's private agent in read-only mode.
Allow Private Agents in Shared Conversations
You can enable Can join shared rooms to let your private agent participate in group conversations with other teammates.
This setting allows the agent to join shared conversations but does not give other participants permission to interact with it.
Setting | What happens |
Off | The agent can only participate in conversations where you are the sole active member. You cannot invite others or approve join requests while the agent is present. |
On | The agent can participate in group conversations. Other members will see a lock icon and the label Only [your name] can ask it, but cannot mention the agent. |
When you make an agent private, a confirmation window shows the conversations and routines it will leave.
After confirmation:
The agent leaves conversations you are not part of and posts an @agent left message.
Routines owned by other managers that use the agent are paused.
If you leave a conversation, your private agents leave it too.
Note: After changing an agent's privacy settings, reload the page to see the updates on the Routines page.
Q: Why can't I mention an agent?
A: The agent may be private to another manager. Only its author can interact with it. Ask the author to review the agent's privacy settings if you need access.
Q: Why can't I invite someone to a group conversation?
A: A private agent in the conversation may have Can join shared rooms turned off. Ask the agent's author to enable this setting or remove the agent before inviting another participant.
Q: Why did an agent leave a group conversation?
A: The agent's author may have changed its privacy settings, causing it to leave conversations it can no longer access. An @agent left message will appear in the conversation.
Q: Does a paused routine count toward my 20-routine limit?
A: No. Only active routines count toward the limit.
