CoTeam Docs

Product Documentation

Version 1.0 · March 2026Download .docx

1. Introduction

1.1 What is CoTeam?

CoTeam is a multi-tenant SaaS platform that gives technical sales engineer (SE) teams an AI colleague that lives in Slack. It ingests your team's technical documentation — API docs, security FAQs, architecture overviews, compliance materials — into a private knowledge base, then makes that knowledge instantly accessible through five Slack commands and a web dashboard.

Built for: Series A–C SaaS companies with 2–10 SEs bottlenecked on repetitive technical work.

1.2 The Problem CoTeam Solves

Task	Without CoTeam	With CoTeam
Security questionnaire autopilot	4–8 hours per form	45 minutes
Pre-call prospect research	60 minutes per call	10 minutes with /brief
Answering prospect technical questions	15–30 minutes each	10 seconds with /ask
POC integration scaffolding	2–4 hours per POC	Minutes with /scaffold

1.3 Core Concepts

Workspace: A private, isolated environment for one customer organisation. All data is scoped to and isolated within a workspace, enforced at the database layer.
Knowledge Base (KB): The collection of documents your team has ingested. Every answer is grounded in the KB — CoTeam never fabricates information not found in your own docs.
Confidence Tiers: Every /ask response is scored High (answer found clearly), Medium (found but nuanced), or Low (not found — CoTeam says so rather than guessing).
Corrections Flywheel: When an SE edits a CoTeam answer, the correction is stored and used to improve future similar queries automatically.

2. Getting Started

Go to app.coteam.ai and click Start free trial.
Enter your email address and create a password.
Create your workspace: choose a name (e.g. your company name) and a URL slug (e.g. acme-corp). This becomes your dashboard URL: app.coteam.ai/acme-corp.
Copy your API key — you'll need it to connect the Slack bot.
The onboarding wizard walks you through connecting Slack and ingesting your first document.

7-Day Free TrialCoTeam includes a full-featured 7-day free trial. No credit card required. All commands are live from day one, and your knowledge base starts pre-loaded with generic B2B SaaS technical content so you can try /ask immediately — even before you ingest your own docs.

2.2 Connect the Slack Bot

In your CoTeam dashboard, go to Settings → API Keys and copy your workspace API key.
In your Slack workspace, go to Apps and search for CoTeam.
Install CoTeam to your Slack workspace and grant the requested permissions.
Run /setup in any Slack channel. CoTeam will confirm it's connected to your workspace.

Required Slack PermissionsCoTeam requests: commands, chat:write, files:read, and users:read.email (to match Slack users to workspace members).

2.3 Ingest Your First Document

CoTeam ingests PDF, Word (.docx), Excel (.xlsx), Text, and Markdown files. To ingest:

Go to your dashboard → Knowledge Base.
Click Add Document and upload your file.
CoTeam parses, chunks, and embeds the document. Large PDFs typically take under 60 seconds.
Once ingested, run /ask to test it immediately.

Starter ContentNew workspaces are pre-loaded with a generic B2B SaaS knowledge base covering security, compliance, auth, reliability, and API integration topics. This content is clearly labelled and should be supplemented with your own documentation as soon as possible.

3. Slack Commands

3.1 /ask — Answer Technical Questions

Ask CoTeam any technical question and it searches your knowledge base, scores its confidence, and returns a sourced answer for SE review before sending.

/ask Does our API support cursor-based pagination?
/ask What compliance certifications do we hold?
/ask Is our product HIPAA compliant?
/ask What's our uptime SLA and how is it calculated?

CoTeam returns the answer, a confidence tier, the source document and page, and two action buttons: Approve (send to channel) or Edit (refine before sending). Only the SE sees the draft and confidence score.

Confidence	Meaning	Behaviour
High	Answer found clearly with strong supporting evidence	Answer sent with source citation
Medium	Answer found but requires nuance or has caveats	Answer sent with SE-editable caveat note
Low	Answer not found in KB	CoTeam says so — no hallucination

3.2 /questionnaire — Auto-Fill Security Questionnaires

Upload a vendor security questionnaire (Excel, Word, or PDF) and CoTeam fills it autonomously against your knowledge base. Typical completion: 70–90% of questions answered, with the remainder flagged for manual SE review.

/questionnaire
→ CoTeam prompts you to upload the file
→ Upload your Excel/Word/PDF questionnaire
→ CoTeam processes it (2–5 minutes for a 150-question form)
→ CoTeam DMs you the filled file + a review sheet of low-confidence answers

Every processed questionnaire includes a separate review sheet listing questions where confidence was below threshold. These require SE sign-off before sending to the prospect.

3.3 /brief — Pre-Call Prospect Intelligence

Generate a comprehensive prospect brief before any discovery or demo call. Pass a company name or domain and CoTeam returns funding stage, headcount, tech stack, industry, predicted technical questions, and KB-grounded talking points.

/brief acme.com
/brief Acme Corp
/brief "Acme Corp" Series B fintech

CoTeam uses web search to find publicly available company information, then cross-references it against your knowledge base to generate talking points specific to their likely integration needs.

3.4 /scaffold — Generate Integration Code

Generate a working integration scaffold before a POC or technical evaluation. CoTeam reads your API documentation from the KB and produces ready-to-run code in the prospect's language and framework.

/scaffold OAuth2 integration for a React SPA
/scaffold Python SDK for webhook event processing
/scaffold Node.js Express middleware for our API
/scaffold Salesforce CRM sync using our REST API

Grounded in Your Docs/scaffold never generates code from general knowledge alone. Every scaffold is grounded in your actual API documentation, authentication flows, and SDK patterns. If a capability isn't in your KB, CoTeam flags it rather than fabricating behaviour.

3.5 /setup — Configure Your Workspace

Run /setup to check your workspace connection status, view your plan, and get a link to your dashboard. Useful for troubleshooting Slack bot connectivity.

4. Dashboard

The CoTeam dashboard is available at app.coteam.ai/[your-slug]. It provides full visibility into your knowledge base, usage, team, billing, and interaction history.

Page	Purpose
Overview	Usage stats, recent activity, trial/subscription status
Knowledge Base	Upload, view, re-ingest, and delete KB documents
Interactions	Full log of every /ask query, confidence score, and SE action
Briefs	History of all /brief prospect reports, searchable by company
Scaffolds	History of all /scaffold outputs with embedded code viewer
Corrections	Library of SE-edited answers used to improve future responses
Usage	Charts: queries per day, confidence distribution, top questions
Settings	Team members, invitations, API keys, billing

4.2 Knowledge Base Management

Uploading: Drag and drop or browse to upload documents. CoTeam processes immediately.
Re-ingesting: If you update a document, use the Re-ingest button to replace the old version. Existing chunks are deleted and replaced.
Deleting: Removing a document deletes all associated chunks and embeddings.

Best Practices for KB QualityIngest authoritative, structured documents. Avoid marketing content or image-heavy PDFs — CoTeam reads text, not images. A well-maintained 20-document KB outperforms a 200-document KB full of outdated content.

4.3 Team Management

Workspace owners can invite team members by email from Settings → Team.

Role	Permissions
Owner	Full access including billing, team management, API key creation, workspace deletion
Admin	Full access except billing management and workspace deletion
Member	Can use Slack commands and view dashboard; cannot manage team or billing

4.4 API Keys

CoTeam uses bearer token API keys to authenticate the Slack bot and any direct API integrations. Keys are prefixed with cot_ and shown only once at creation time. If a key is compromised, delete it and create a new one from the dashboard.

5. Billing

5.1 Pricing

Component	Monthly	Yearly (prepaid, 2 months free)
Per SE seat	$149/month	$1,490/year (2 months free)
Example: 4-SE team	$596/month	$5,960/year (saves $1,192)
Example: 10-SE team	$1,490/month	$14,900/year (saves $2,980)
Example: 1 SE	$149/month	$1,490/year (saves $298)

Seat count syncs automatically — adding or removing members updates your billable count in real time.

5.2 Free Trial

Every new CoTeam workspace starts with a full 7-day free trial. No credit card required. All features — including /questionnaire, /brief, and /scaffold — are available during the trial.

5.3 Subscription and Payment

Subscriptions are managed through PayPal. To subscribe, go to Settings → Billing, select Monthly or Yearly, and click Subscribe with PayPal. Your workspace activates immediately upon payment confirmation.

Cancellation: You can cancel at any time from Settings → Billing. Access continues until the end of your paid billing period.

Payment failure: If a recurring payment fails, PayPal retries automatically. Update your payment method at paypal.com/myaccount/autopay.

6. Security and Data

Every CoTeam workspace is logically isolated using Supabase Row Level Security (RLS). A user authenticated to Workspace A cannot query or access any data belonging to Workspace B — this is enforced at the database layer.

Data Type	What is Stored	Retention
Knowledge base documents	Chunked text, embeddings, source metadata	Until source deleted or workspace deleted
Slack interactions	Query text, SE user ID, answer draft, final answer, confidence, SE action	Lifetime of workspace
Prospect briefs	Company name, enrichment data, talking points	Lifetime of workspace
Questionnaire files	Original + filled output	Raw files deleted after 30 days; output retained
Billing events	Payment events, trial status changes	7 years (financial compliance)
User accounts	Email, name, workspace memberships	Until account deletion

AI sub-processors: CoTeam sends relevant KB chunks to Anthropic (Claude) for answer generation and questionnaire filling, and document text to OpenAI for embedding. Neither provider uses API inputs to train their models. See our Privacy Policy for full details.

All data encrypted in transit (TLS 1.2+) and at rest (AES-256)
API keys are hashed before storage — CoTeam cannot recover a plaintext key
Workspace isolation enforced at database layer via RLS

7. Integrations and API

The CoTeam Ingestion API accepts authenticated file uploads and re-ingest requests. Use this to automate KB updates from CI/CD, your documentation system, or a content management tool.

POST /ingest/file
  Authorization: Bearer cot_your_api_key
  Content-Type: multipart/form-data
  Body: file (PDF, DOCX, XLSX, TXT, MD)

POST /ingest/reingest
  Authorization: Bearer cot_your_api_key
  Body: { source_id: "uuid" }

GET /workspaces/me
  Authorization: Bearer cot_your_api_key
  Returns: workspace name, slug, plan, seat count

Full API reference available at app.coteam.ai/api/docs (Swagger UI).

8. Troubleshooting

Symptom	Likely Cause	Resolution
/ask returns Low confidence on everything	KB empty or contains only starter content	Ingest your actual technical documentation
Slack bot does not respond	API key mismatch or bot not installed	Run /setup to check connection
Questionnaire is 0% filled	File is image-based (scanned PDF)	Convert to a text-based PDF or DOCX
/brief returns no tech stack	Company has limited public web presence	Pass the full domain (acme.com) rather than company name
Team member cannot log in	Invitation not accepted or email mismatch	Re-send invitation from Settings → Team
Dashboard shows "Trial expired"	7-day trial ended without subscribing	Go to Settings → Billing and subscribe with PayPal

For issues not covered here, email team@coteam.ai — responses within one business day.