Product Documentation

1. Introduction

1.1 What is CoTeam?

CoTeam is a multi-tenant SaaS platform that gives technical sales engineering (SE) teams an AI colleague that works where they work — in the browser and in Slack. It ingests your team's technical documentation into a private knowledge base, then makes that knowledge instantly accessible through four features: Ask, Questionnaire Autopilot, Prospect Briefs, and Integration Scaffolds.

Every feature is available in the CoTeam dashboard without connecting Slack. Slack is an optional integration that adds deal-channel delivery — approved answers post directly into the conversation without copy-paste.

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 — grounded in your KB, never fabricated.
• Questionnaire Autopilot auto-fills 70–90% of vendor security forms using your existing compliance documentation.
• Prospect Briefs generate pre-call intelligence from a company name alone, so every call starts prepared.
• Scaffolds produce working integration stubs based on your actual API docs, so POCs start with real code.

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 via Row Level Security.
• 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 — in the browser or Slack — 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 and a URL slug (e.g. acme-corp). This becomes your dashboard URL: www.coteamai.com/acme-corp.
4. Your dashboard is live immediately. No Slack connection required — you can start uploading docs and asking questions right away.

2.2 Upload Your First Document

The onboarding flow prompts you to upload a file. You can also go directly to Knowledge Base in the sidebar at any time. Supported formats: PDF, .docx, .xlsx, .txt, .md. Most documents process in under 60 seconds.

1. Upload a file via the onboarding prompt, or go to Knowledge Base → Add Document.
2. CoTeam parses, chunks, and embeds the document. Status updates from Processing to Complete.
3. Go to Ask in the sidebar — your doc is ready to query immediately.

3. Features

All four features are available in the CoTeam dashboard at www.coteamai.com/[your-slug]. They are also accessible as Slack commands if Slack is connected — see Section 4.

3.1 Ask — Answer Technical Questions

Type any technical question into the Ask page. CoTeam searches your knowledge base, scores its confidence, and returns a sourced draft answer for your review.

CoTeam returns the answer, a confidence tier, source citations, and four action buttons: Mark as sent, Edit, Discard, or Flag for improvement. Only you see the draft and confidence score. Every action feeds the corrections flywheel.

In Slack, the approved answer posts directly into the channel where you ran /ask. In the dashboard, use the Copy button to paste it wherever you need it.

3.2 Questionnaire Autopilot — 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.

1. Go to Dashboard → Questionnaire and upload your file.
2. CoTeam processes it — typically 30–90 seconds for a 50–150 question form. A live progress indicator shows each pipeline stage.
3. Review the results inline: a confidence bar shows high / medium / no-source breakdown. Medium-confidence answers are expanded by default for review.
4. Download the filled questionnaire and review sheet.

The review sheet lists every question where confidence was below threshold. These require SE sign-off before sending to the prospect. The more security documentation you have in your KB, the higher the auto-fill rate.

3.3 Prospect Briefs — Pre-Call Intelligence

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

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. Briefs are cached for 24 hours and saved permanently in your Briefs history, searchable by company name.

3.4 Scaffolds — Generate Integration Code

Describe an integration in plain language and CoTeam produces working starter code grounded in your actual API documentation. Every scaffold is tied to real endpoints, auth patterns, and SDK examples from your KB — not general knowledge.

All generated scaffolds are saved to the Scaffolds library, filterable by platform. Reuse them for repeat integration requests without regenerating.

4. Slack Integration (Optional)

CoTeam works fully in the browser without Slack. Connecting Slack adds one capability the dashboard can't replicate: when you approve an answer in Slack, it posts directly into the channel the prospect question came from — no copy-paste, no context switch.

If your company's IT policy restricts Slack app installations, skip this section entirely. All four features remain fully available in the dashboard.

4.1 Connecting Slack

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

1. From the onboarding done screen, or from Settings → Integrations, click Add CoTeam to Slack.
2. Review the permissions and click Allow. CoTeam links to your workspace automatically and sends a welcome DM.
3. Run /setup in any channel to confirm the bot is live.

4.2 Slack Commands

5. Dashboard Reference

Your dashboard is at www.coteamai.com/[your-slug]. The sidebar is organised into two sections: Work (the four active features) and supporting pages for knowledge management, history, and account settings.

5.1 Knowledge Base Management

• Uploading: Drag and drop or browse to upload documents. CoTeam processes immediately — no manual triggering required.
• 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 immediately.

5.2 Team Management

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

6. Billing

6.1 Pricing

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

6.2 Free Trial

Every new CoTeam workspace starts with a full 7-day free trial. No credit card required. All features — Ask, Questionnaire Autopilot, Prospect Briefs, and Scaffolds — are available during the trial, in the browser and in Slack.

6.3 Subscription and Payment

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

Cancellation: 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.

7. 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 — 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
• Questionnaire output files stored in private Supabase Storage with per-workspace access policies

8. Troubleshooting

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