CoTeam Setup Guide

Getting Started

~2 minutes to first answer · Updated May 2026

Overview

This guide walks you from creating your account to getting your first real answer from your own docs — in under 2 minutes. No Slack connection required to get started. CoTeam works fully in the browser from the moment your workspace is created.

Step	What you'll do	Time
1	Sign up and create your workspace	2 min
2	Upload a doc — API reference, security FAQ, or a past questionnaire	1 min
3	Ask your first question — get a confidence-scored answer instantly	30 sec
4	Connect Slack (optional) — use CoTeam inside your deal channels	1 min

7-day free trial included. No credit card required. All four features — Ask, Questionnaire Autopilot, Prospect Briefs, and Integration Scaffolds — are fully available from the moment you create your workspace, in the browser and in Slack.

Go to www.coteamai.com and click Start free trial. Enter your work email and create a password.
Check your inbox for a confirmation email and click the link to verify your address.
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.
Click Create workspace. Your dashboard is live immediately — no Slack connection needed to proceed.

Choose your slug carefully. The slug becomes your permanent dashboard URL. You can't change it without creating a new workspace.

2. Upload Your First Doc

CoTeam answers questions from your own knowledge base — the quality of its answers depends entirely on what you upload. Start with the document you get asked about most in deals. You can add more at any time from Knowledge Base in the sidebar.

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

The onboarding flow prompts you to upload a file directly — drag and drop or browse. You can also skip and upload later from Knowledge Base in the sidebar.
CoTeam parses, chunks, and embeds your document automatically. Status updates from Processing to Complete on the Knowledge Base page.
Once complete, go to Ask in the sidebar — your doc is ready to query.

What to upload first

Document type	Why it matters
API reference	Grounds Ask and Scaffolds in your actual endpoints and auth patterns
Security & compliance FAQ	Answers the questions in every security questionnaire automatically
Authentication guide	SSO, SAML, API keys, OAuth — common deal blockers answered instantly
Integration runbook	Step-by-step setup your SEs explain on every technical call
Past questionnaires	Real answers you've already approved, immediately reusable
Product changelog	Keeps Ask current with recent releases

Quality over quantity. A well-curated 10–20 document KB outperforms a 200-document one full of stale or marketing content. Avoid image-heavy PDFs — CoTeam reads text, not images. If a PDF is scanned, convert it to text first.

3. Get Your First Answer

With a doc uploaded, every CoTeam feature is ready to use in the dashboard. No Slack connection required.

All four features

Feature	Where	What it does	Try it with
Ask	Dashboard → Ask	Type any technical question. CoTeam searches your KB, scores confidence (High / Medium / Low), and returns a sourced draft. Mark it as sent, edit, or discard — every action improves future answers.	A question from your last deal
Questionnaire Autopilot	Dashboard → Questionnaire	Upload a vendor security questionnaire (.xlsx, .docx, or .pdf). CoTeam fills 70–90% autonomously and returns a filled file plus a review sheet for low-confidence items. Review inline, download, send.	A security questionnaire from a recent deal
Prospect Briefs	Dashboard → Prospect Briefs	Type a company name or domain. CoTeam returns funding stage, headcount, tech stack, predicted technical questions, and KB-grounded talking points. Briefs are saved and searchable.	A prospect you're calling this week
Scaffolds	Dashboard → Scaffolds	Describe an integration in plain language. CoTeam produces working starter code grounded in your actual API docs — no fabrication, no blank files. Browse and reuse past scaffolds for repeat integrations.	An integration a prospect asked for recently

The corrections flywheel. Every time you edit a CoTeam answer — in the browser or in Slack — that correction is stored and improves future similar queries automatically. The more your team uses and edits responses, the more accurate CoTeam becomes for your specific product.

4. Connect Slack (Optional)

CoTeam works fully in the browser without Slack. Connecting Slack adds one capability the dashboard can't replicate: approved answers post directly into the deal channel the prospect question came from — no copy-paste, no context switch.

If your company's IT policy restricts Slack app installations, or you prefer a browser-first workflow, skip this step entirely — all four features remain fully available.

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

Slack command	Dashboard equivalent	What Slack adds
`/ask`	Dashboard → Ask	Approved answer posts directly into the deal channel — no copy-paste
`/questionnaire`	Dashboard → Questionnaire	File upload from Slack; output delivered as a Slack DM
`/brief`	Dashboard → Prospect Briefs	Quick brief from Slack; result also saved to Briefs history
`/scaffold`	Dashboard → Scaffolds	Code file posted directly to the deal channel

No setup required on your end. CoTeam is a centrally-hosted Slack app — no servers, no environment variables, no deployment. Your workspace is live the moment you click Allow.

5. Invite Your Team

Add your SE colleagues so they can use CoTeam — in the browser, in Slack, or both.

Go to Settings → Team in the dashboard.
Click Invite member and enter their work email.
They'll receive an invite link valid for 7 days. Once accepted, they have immediate access to all dashboard features and Slack commands (if connected). Their seat is added to your billable count.

Role	Permissions
Owner	Full access — billing, team management, KB, all features
Admin	Team management, KB management, all features. Cannot manage billing.
Member	All four dashboard features and Slack commands. 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.

Plan	Price	Best for
Monthly	$149 / SE / month	Teams that want flexibility
Yearly	$1,490 / SE / year	Best 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.