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Creating a Team

To create a new team, click on the Create Team button on the Select team dropdown menu. Team Settings General On the next page, you need to add the details for the team, which includes:
  • Team Name: Defines the agent’s display name within the dashboard.
  • Team URL: Specifies the team slug, visible only in the URL when accessing the team on the dashboard.
Important Note: You can choose any team URL you prefer, as long as it’s unique and doesn’t match with any existing team. Team Settings General After creating the team, you will be taken to a new page where you can press ‘New AI agent’ and start adding your sources to start your Chatbase journey! Team Settings General

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General Notes

  • Each team has its own AI agents, billing information, and plan. These are not shared between teams.
  • Owners can change team settings (billing, plan, name), delete the team, and manage all AI agents within the team.
  • Members can only manage AI agents (train them, see data, delete them). They cannot change team settings.
  • Invite links expire 24 hours after it has been sent to an invitee.