Spend just 5 minutes exploring TeamAI and you’ll immediately see how powerful - and easy to use - it is.
Get Started right away:
When you log in, you will find 3 sections. Focus on the central chat area and ignore the sidebars. In the chat area, type a simple question - anything you’re curious about and watch as the AI answers promptly.
Experiment with different models:
After reading the initial answer to the question created, look for the dropdown above the response and choose the star icon, below the answer provided. Select another AI Model and compare the output. Some models excel at creative writing, others at research or technical detail-sampling them helps you discover which one suits your task best.
Get the most out of it
Experiment with the same prompt in different models to compare results.
Document Insights and Performance Analytics
TeamAI helps you turn raw information into actionable insights-no technical skills required. You can upload reports, PDFs, or CSV files and get concise summaries, visual breakdowns and clear takeaways about performance, trends, and opportunities for improvements.
Document Insights.
Got a lengthy document you don’t have time to read? Click the plus icon in the chat, select your PDF file, and upload it. TeamAI generates a digest of the most relevant points. You can also ask targeted questions to explore specific sections or details.
Tip
When summarizing PDFs, ask follow-up questions to dive into specific sections and keep in mind that very large PDFs may take a little longer to process.
Performance Visualization.
In a new chat, hover over the world icon in the chat bar to access “Code” mode, then upload a CSV file. In code mode, you can visualize key metrics from spreadsheets or reports-like growth over time or performance comparison. TeamAI transforms structured data into clear charts (line, bar, scatter) for faster interpretation.
Tip
In Code Mode, specify which kind of chart you want - line, bar, or scatter. Also, CSV files with proper formatting and headers tend to give better answers.
Deeper Research.
Launch a new chat and select “Research” mode. TeamAI pulls together insights from multiple reliable sources to help you understand what’s driving your results or explore market context.
Tip
Use research mode when you need to gather information from multiple sources. Just keep your questions focused - narrower queries will give you better answers!
Empowering Your Agents with AI Data Hub Access
TeamAI's AI Data Hub feature allows you to store and organize various types of documents, including files, webpages, and entire websites.
Navigate to your agent’s page and in the settings, you’ll see a menu for data hub selection, select the collections and data hubs you want your agent to have access to. When you provide your agent with access to data hubs, you're essentially giving them context to better understand and respond to your queries:
You ask your agent a question related to the information contained in your data hubs.
The agent searches through the selected data hubs to find relevant information.
The agent uses this information to provide a more accurate and contextually relevant response to your query.
How to Build a Custom AI Agent in TeamAI
In just five minutes, you've explored the core capabilities of TeamAI without ever leaving the main chat interface. You've learned how to leverage different AI models, process documents, analyze data, and conduct research - all through simple, conversational prompts. As you become more familiar with the platform, you can explore more advanced features like agents, team prompts, and the additional functionality available in the sidebars.
Conclusion: Your First Five Minutes to Productivity
By following these steps — exploring chat, experimenting with models, and testing document insights — you’ll experience how TeamAI turns ideas into reality.
In just a few minutes, you can:
Ask intelligent questions and receive clear, context-rich answers.
Compare model outputs to find the perfect fit for your tasks.
Transform documents and data into visuals, summaries, and insights.
Build custom agents that align with your workflows and knowledge bases.
Whether you’re a marketer, analyst, educator, or manager, TeamAI empowers you to work smarter from day one — no coding, setup, or steep learning curve required.
Frequently Asked Questions
Q: Do I need coding experience to use TeamAI?
A: No, TeamAI is designed to be accessible through natural language. Even the code mode requires no coding knowledge - just describe what you want in plain English.
Q: How accurate is the PDF summary feature?
A: TeamAI is designed to extract key information from documents accurately, but for critical applications, it's always good practice to verify important details.
Q: Can I upload files other than PDFs and CSVs?
A: Yes, TeamAI supports various file formats including text documents, spreadsheets, and images, though the demonstration focused on PDFs and CSVs.
Q: What's the difference between regular chat mode and research mode?
A: Research mode is optimized for gathering and synthesizing information from multiple sources, performing more thorough searches and organizing information more comprehensively than standard chat.
Q: How do I access more advanced features not covered in this guide?
A: The sidebar menus provide access to more advanced functionality, including agents and team prompts, which you can explore after getting comfortable with the basic features.