CoTeam Setup Guide

Getting Started

~20 minutes to complete · Updated April 2026

Overview

This guide walks you through everything from creating your account to running your first /ask command on a real prospect question. By the end you'll have CoTeam live in Slack, your knowledge base loaded with your product docs, and your team ready to use it.

StepWhat you'll doTime
1Sign up and create your workspace2 min
2Add CoTeam to Slack1 min
3Ingest your first documents5–10 min
4Run your first commands2 min
7-day free trial includedNo credit card required. All five Slack commands — /ask, /questionnaire, /brief, /scaffold, and /setup — are fully available from the moment you create your workspace.

1. Sign Up and Create Your Workspace

  1. Go to www.coteamai.com and click Start free trial. Enter your work email and create a password.
  2. Check your inbox for a confirmation email and click the link to verify your address.
  3. Fill in the onboarding form: Company name, Workspace name, and a URL slug (e.g. acme-corp). Your dashboard will live at www.coteamai.com/acme-corp.
  4. Click Create workspace.
Choose your slug carefullyThe slug becomes your permanent dashboard URL and is shown to team members in Slack when they run /setup. You can't change it without creating a new workspace.

2. Connect the Slack Bot

CoTeam is a centrally-hosted Slack app — there's nothing to deploy or configure on your end. You just install it to your Slack workspace and you're live.

  1. From your CoTeam dashboard, click Add to Slack. This takes you through Slack's standard OAuth install flow.
  2. Review the requested permissions and click Allow. CoTeam will automatically link to your workspace.
  3. Check your Slack DMs — CoTeam will send you a welcome message with your dashboard link and first steps.
  4. Open any channel and run /setup to confirm the bot is live and get a link to your dashboard.
That's it. No servers, no environment variables, no deployment. CoTeam runs centrally and your workspace is ready the moment you click Allow.

3. Ingest Your Knowledge Base

The quality of CoTeam's answers depends entirely on what you ingest. Start with the documents you get asked about most frequently in deals, then add more over time.

Supported file formats: PDF, .docx, .xlsx, .txt, .md. Most documents process in under 60 seconds.

Via the Dashboard

  1. Go to your dashboard → Knowledge Base.
  2. Click Add Document and upload your file.
  3. CoTeam parses, chunks, and embeds it automatically. You can monitor progress on the Knowledge Base page — the status updates from Processing to Complete.
  4. Once complete, run /ask in Slack to test it immediately.

What to ingest first

Document typeWhy it matters
API referenceGrounds /ask and /scaffold in your actual endpoints and auth patterns
Security & compliance FAQAnswers the questions asked in every security questionnaire
Authentication guideSSO, SAML, API keys, OAuth — common deal blockers
Integration runbookStep-by-step setup your SEs explain on every technical call
Past questionnairesReal answers you've already approved, immediately reusable
Product changelogKeeps /ask current with recent releases
Quality over quantityA well-curated 10–20 document KB outperforms a 200-document one full of stale or marketing content. Ingest authoritative, structured documents. Avoid image-heavy PDFs — CoTeam reads text, not images. If a PDF is scanned, convert it to text first.

4. Slack Commands

With your KB loaded and bot connected, here's what each command does:

CommandWhat it doesExample
/askAsk any technical question. CoTeam searches your KB, scores its confidence (High / Medium / Low), and returns a sourced draft for you to Approve or Edit before it posts to the channel. Only you see the draft./ask Does our API support cursor pagination?
/questionnaireUpload a vendor security questionnaire (.xlsx, .docx, or .pdf). CoTeam fills 70–90% of answers autonomously and DMs you the completed file plus a review sheet flagging low-confidence items for sign-off.Run /questionnaire, then upload the file in the channel
/briefGenerate a pre-call prospect brief: funding stage, headcount, tech stack, predicted technical questions, and KB-grounded talking points./brief acme.com
/scaffoldGenerate a working integration scaffold grounded in your API docs. Outputs ready-to-run code for any language or framework — no fabrication./scaffold OAuth2 integration for a React SPA
/setupCheck your workspace connection status and get a link to the dashboard. Use this to troubleshoot bot connectivity./setup
The corrections flywheelEvery time you edit a CoTeam answer, that correction is stored and used to improve future similar queries automatically. The more your team uses and edits responses, the more accurate CoTeam becomes for your specific product.

5. Invite Your Team

Add your SE colleagues so they can use all five commands within your workspace.

  1. Go to Settings → Team in the dashboard.
  2. Click Invite member and enter their work email.
  3. They'll receive an invite link valid for 7 days. Once accepted, they can use all Slack commands immediately. Their seat is added to your billable count.
RolePermissions
OwnerFull access — billing, team management, API keys, KB, all commands
AdminTeam management, API keys, KB management, all commands. Cannot manage billing.
MemberAll five Slack commands and dashboard read access. Cannot manage team or billing.

6. Subscribe Before Your Trial Ends

Your 7-day trial includes full access to everything. When it ends, go to Settings → Billing and click Subscribe with PayPal.

PlanPriceBest for
Monthly$149 / SE / monthTeams that want flexibility
Yearly$1,490 / SE / yearBest value — 2 months free

Payment is handled through PayPal. Your workspace activates immediately after payment confirmation. You can cancel at any time from Settings → Billing — access continues until the end of your paid period.

Need help?Email founders@coteamai.com — responses within one business day. For full product reference, see the Documentation.