How it works
CoTeam connects to your existing knowledge and immediately starts answering. No prompts to write, no configuration needed.
Sign up with your work email. Name your workspace — it defaults to your own name, since most people start out using CoTeam on their own. No credit card required. Your workspace is live in under 60 seconds.
Your evaluation includes 10 Ask responses and 2 questionnaire runs — enough to see real value on your content. Knowledge base uploads are always unlimited.
Paste your website URL. CoTeam crawls your docs, security page, trust center, pricing, and integration pages — usually 10–25 pages in 1–2 minutes, fully automatic.
You can also upload files directly (PDF, Word, Excel). Past completed questionnaires are the single highest-value source — upload one if you have it.
Head to Ask. Type any question a prospect has ever sent you. CoTeam searches your KB, drafts a sourced answer, and gives it a confidence score with the citation.
High confidence = directly from your KB. Medium = inferred, verify before sending. Low = gap, CoTeam tells you exactly what document to add.
Upload any security questionnaire, RFP, due diligence review, or vendor assessment — Excel, Word, or PDF. CoTeam parses every question, retrieves relevant KB content, and generates a draft for each one.
Typical processing time: 1–3 minutes for 50–100 questions. When done you get a completion email with a confidence breakdown and a link to the review session.
CoTeam works fully on your own — invites are never required to get value out of it. If you do want teammates in, invite them anytime from Settings. They receive an email with a direct signup link — no admin setup required.
Once they join, everyone shares the same knowledge base immediately — from the web dashboard, the Chrome extension (side panel on any tab), or your workspace’s own Forward-to-Answer email address.
Answers are sorted from lowest to highest confidence. You review in order with five actions:
Shortcuts: AEFJ/K
Review session · 3 of 42 pending
Yes. We completed our SOC 2 Type II audit in March 2024 covering security, availability, and confidentiality.
Our target RTO is 4 hours for Tier 1 services based on our BCP policy.
No source found — add a doc to re-run
Every answer you edit is saved as a correction. Every source you add fills a gap. Over time, CoTeam accuracy on your domain compounds automatically.
KB health over time
When CoTeam can't find a good source for a question, it doesn't guess and it doesn't stay quiet. It tells you exactly what's missing — and the moment you add it, the same question gets answered, right there.
Ask · answer card
No source in your knowledge base addresses SCIM provisioning directly.
To close this gap
Add your SSO / directory-provisioning guide — this question re-answers itself immediately, and every SCIM question after that is answered automatically too.
Every workspace gets a dedicated email address. Forward any prospect question to it, and CoTeam matches it against your knowledge base, writes a ready-to-send reply with a confidence level and citation, and sends it back to your inbox in about 30 seconds — no dashboard, no copy-pasting the question elsewhere.
"Quick one — does your platform support SAML 2.0 SSO and SCIM with Okta before we finalize the security review?"
Yes. CoTeam supports SAML 2.0 for SSO and SCIM 2.0 for provisioning, verified with Okta, Azure AD, and Google Workspace.
Open in CoTeam → · Add more docs →
The deal room, the ticket, the prospect's vendor portal — wherever the question shows up, CoTeam is one click away without leaving the page.
Yes — SOC 2 Type II, completed March 2024.
Vendor questionnaire portals are their own category of pain — a web form standing between you and the answer you already have. CoTeam recognizes the portal, reads each field's question, and fills it directly from your knowledge base.
Do you have a SOC 2 Type II report?
What is your data encryption standard?
Describe your incident response SLA.
Some questions need a specific person — legal, security, engineering — not another SE. Route those answers to them directly, and get back an answer you can trust, not a guess routed through three people.
Review the question below. It has an AI-generated draft — edit it or replace it entirely with your own answer.
Note from your colleague
Legal flagged this one — can you confirm the exact retention window before I send it back?
Question 7
What is your data retention policy for deleted customer records?
AI draft — edit or replace below
Deleted records are retained for 30 days in backups, then permanently purged.
CoTeam quality is directly proportional to your KB. These sources, in order of impact:
Evaluation is free, no time limit. 10 Ask responses and 2 questionnaire runs to evaluate CoTeam on your real content.