Overview
TeamAI enables document interaction through natural conversation using two methods: direct file uploads for immediate analysis and permanent document collections for team-wide knowledge sharing. This guide covers both approaches to help you extract insights efficiently.
Learning Objectives:
Upload individual documents for temporary chat sessions
Access and search permanent document collections across your workspace
Navigate between different chat modes for focused document queries
Understand document processing limitations and relevance scoring
Prerequisites
You'll Need:
Active TeamAI account
PDF or compatible documents for analysis
Workspace access (for shared collections)
Document collections configured in advance (for internal mode)
Method 1: Upload Document for Temporary Chat
Direct Upload Process
Use this approach for one-off document analysis without permanent storage.
Click the "+" button located at the bottom of the chat interface
Select "Upload a PDF" from the options menu
Choose your file from your computer and confirm upload
Wait for processing (may take longer for large documents)
Type your query (example: "Give me a summary of the doc")
Result: TeamAI analyzes the document and responds based on its contents within the current chat session.
Important: Documents uploaded this way are NOT permanently stored in your collections. They cannot be referenced in future chats or by other team members unless manually added to a collection.
Tip: This method prevents cluttering your collections with temporary files.
Method 2: Access Team Document Collections
Using Internal Mode
Access permanent collections for frequently referenced documents and team resources.
Locate "Data Controls" in the sidebar
Review available collections in your workspace
Click "Modes" section at the bottom of the chat interface
Select "Internal" mode from available options
Choose a specific collection from the sidebar
Result: Your chat queries search only within the selected collection for focused, relevant answers.
Tip: Pre-selecting a collection narrows search scope and improves response accuracy.
Method 3: Search Collections Without Pre-Selection
Automatic Document Discovery
TeamAI can automatically find relevant documents across all collections.
Click "Internal" mode at the bottom of the chat interface
Do NOT select a specific collection
Ask your question directly (example: "Tell me how Google measures helpful content")
Review relevance indicators - TeamAI displays match percentages (e.g., "100% match" or "78% match")
Result: TeamAI searches your entire collection library and provides answers based on the most relevant documents.
Tip: This saves time when you're unsure which document contains the information.
Document Processing Details
Supported Formats
TeamAI supports various document formats including text files, spreadsheets, and other common business document types.
Processing Time
Even documents that are hundreds of pages long can be processed, though it might take a moment for larger documents to complete analysis.
Search Relevance Scoring
TeamAI uses advanced matching algorithms to identify the most relevant documents based on your query, ranking them by relevance percentage.
Best Practices
Use Direct Upload for One-Time Analysis: Prevents cluttering collections with temporary files
Use Internal Mode for Shared Knowledge: Leverages team resources efficiently
Be Specific in Queries: More precise questions yield more relevant document matches
Follow Up for Depth: Ask additional questions to explore specific aspects further
Set Up Collections in Advance: Internal mode requires pre-configured document collections
Check Relevance Percentages: Review match percentages to gauge source confidence
Rephrase if Unsuccessful: Try different phrasing if initial query fails
Avoid Sensitive Data in Temporary Uploads: Uploaded documents aren't saved to collections
Troubleshooting & FAQ
Q: What types of documents can I upload?
A: While demonstration focused on PDFs, TeamAI supports various document formats including text files, spreadsheets, and other common business document types.
Q: How secure are my documents?
A: Documents in collections are securely stored and only accessible to workspace members with appropriate permissions.
Q: Is there an upload limit?
A: TeamAI can handle extensive document collections, but storage limits may apply based on subscription plan.
Q: Can I organize documents into categories?
A: Yes, you can create multiple collections for different purposes (e.g., client information, product details) to keep documents organized.
Q: How does TeamAI determine relevance?
A: TeamAI shows you which documents it found and their relevance percentage (e.g., "100% match" or "78% match") for transparency.
Q: Can I chat with websites?
A: Yes, TeamAI allows you to include websites and other online resources in your collections.
Q: My document isn't being analyzed.
A: Verify the file format is supported and wait for processing. Large documents take longer to process.
Q: TeamAI can't find information.
A: Try rephrasing your question or being more specific. If problems persist, check that collections contain relevant documents.
Q: What's the difference between upload methods?
A: Direct upload is temporary and session-only. Internal mode uses permanent collections shared across your workspace.