Product Documentation

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.

1.2 The Problem CoTeam Solves

SE teams spend a significant portion of their time on repeatable, knowledge-heavy tasks: answering the same technical questions across deals, filling out security questionnaires from scratch, researching prospects before calls, and scaffolding POC integrations manually. CoTeam automates these tasks by grounding every response in your team's own documentation — so SEs spend their time on conversations that move deals forward, not on information retrieval.

• /ask surfaces accurate, cited answers to technical questions directly in Slack — grounded in your KB, never fabricated.
• /questionnaire auto-fills 70–90% of vendor security forms using your existing compliance and security documentation.
• /brief generates prospect research and tailored talking points from a company name alone, so every call starts prepared.
• /scaffold produces working integration stubs based on your actual API docs, so POCs start with real code instead of blank files.

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

2.1 Sign Up and Create a Workspace

1. Go to www.coteamai.com and click Start free trial.
2. Enter your email address and create a password.
3. Create your workspace: choose a name (e.g. your company name) and a URL slug (e.g. acme-corp). This becomes your dashboard URL: www.coteamai.com/acme-corp.
4. The onboarding wizard walks you through connecting Slack and ingesting your first document.

2.2 Connect the Slack Bot

CoTeam is a centrally-hosted Slack app — there is nothing to deploy or configure on your end.

1. From your CoTeam dashboard, click Add to Slack.
2. Review the permissions and click Allow. CoTeam automatically links to your workspace.
3. Check your Slack DMs — CoTeam sends a welcome message with your dashboard link and first steps.
4. Run /setup in any channel to confirm the bot is live.

2.3 Ingest Your First Document

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

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

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.

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.

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.

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.

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.

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 www.coteamai.com/[your-slug]. It provides full visibility into your knowledge base, usage, team, billing, and interaction history.

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.

4.3 Team Management

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

5. Billing

5.1 Pricing

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.

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. Troubleshooting

For issues not covered here, email founders@coteamai.com — responses within one business day.