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Overview of Shared & Private Folders

The video explains Team AI's collaborative workspace features, demonstrating how users can keep chats private or share them with team members through shareable links and shared folders.

Christopher Varner avatar
Written by Christopher Varner
Updated over a month ago

TeamAI's shared workspace feature transforms AI from a solitary experience into a collaborative environment for your entire team. This guide will walk you through the process of understanding, setting up, and maximizing TeamAI's shared workspace capabilities.

You'll learn how to maintain privacy when needed, share specific chats with teammates, organize your collaborative projects, and communicate directly within the platform. By mastering these features, you'll create a more efficient workflow that leverages AI across your entire organization.

Materials or Requirements

To follow this guide, you'll need:

  • An active TeamAI account

  • A TeamAI workspace with your company's subdomain (e.g., yourcompany.teamai.com)

  • Team members added to your workspace

  • Basic understanding of chats, agents, and prompts in TeamAI

  • Projects or content you want to collaborate on

Step-by-Step Instructions

1. Understanding Private vs. Shared Content

TeamAI balances personal work and team collaboration by making all new chats private by default, giving you control over what you share with your team.

  • When you create a new chat, it remains private and visible only to you

  • Private chats are stored in your personal workspace

  • Nothing is automatically broadcast to your team

  • You maintain full control over which content becomes collaborative

This privacy-first approach ensures you can experiment freely with AI without cluttering your team's workspace. It also allows you to refine content before sharing it, maintaining a professional environment across your organization.

2. Sharing Individual Chats via Links

When you've created something valuable that a specific team member needs to see, you can quickly share it using a generated link.

  • Open the chat you want to share

  • Locate and click the "Share Chat" button

  • Select "Shareable Link" from the options

  • Copy the generated link

  • Send the link to your teammate(s) via email, messaging app, or other communication channels

This sharing method is perfect for targeted collaboration when you don't need to make content permanently available to the entire team. Recipients can view and interact with the shared chat without it appearing in their personal or shared workspaces.

3. Moving Content to Shared Projects or Folders

For content that should be permanently accessible to the entire team, TeamAI allows you to move chats to shared projects or folders.

  • Open the chat you want to share with the entire workspace

  • Click the three dots (more options) menu

  • Select "Move To"

  • Choose a shared project or folder from the dropdown menu

  • Confirm your selection

Once moved to a shared location, the chat becomes accessible to all team members with access to that project or folder. This creates a centralized resource that anyone on the team can reference, eliminating the need to reshare information repeatedly.

4. Accessing Shared Content

TeamAI makes it easy to find and access content that has been shared across your workspace.

  • Navigate to the "Shared Projects" section in your TeamAI interface

  • Browse through the available projects and folders

  • Click on any project to expand it and see its contents

  • Select the specific chat, agent, or prompt you want to view

The shared projects section serves as a centralized hub for all collaborative content in your workspace. By organizing content into logical projects and folders, you ensure that team members can quickly find what they need without having to search through unrelated information.

5. Collaborating Within Chats Using Comments

TeamAI enables direct collaboration within chats through a commenting system that notifies team members when their input is needed.

  • Open a shared chat where you need assistance

  • Locate and click the "Comment" button

  • Type your message, including the name of the team member you're addressing

  • Submit your comment

When you mention a team member in a comment, they receive an email notification with a link to the chat, ensuring they can quickly join the conversation and provide assistance. This feature is particularly useful when you're stuck on a problem or need specialized input from a specific colleague.

6. Organizing Your Shared Workspace

Creating a logical folder structure helps maintain order in your shared workspace and makes information easily accessible to all team members.

  • Think about your team's projects and workflow before creating folders

  • Create a folder structure that mirrors your organization's work patterns

  • Consider creating separate folders for different clients, departments, or project types

  • Remember that you can easily reorganize folders as your needs evolve

  • Use drag-and-drop functionality to move content between folders

Taking time to organize your shared workspace at the beginning of your TeamAI implementation will save countless hours later as your content library grows. A well-structured workspace ensures that all team members can quickly find the resources they need.

Tips and Warnings

Tips:

  • Plan your folder structure before adding significant content to avoid reorganizing later

  • Use descriptive names for shared chats and projects to make them easily identifiable

  • Consider creating standardized naming conventions for your team's shared content

  • Use comments for specific questions rather than general feedback to keep conversations focused

  • Periodically review and clean up your shared workspace to remove outdated content

Warnings:

  • Remember that moving a chat to a shared folder makes it visible to everyone with access to that folder

  • Comments that mention team members will send email notifications, so use them purposefully

  • Without proper organization, shared workspaces can become cluttered and difficult to navigate

  • Content organization is a team responsibility - ensure all members understand your system

  • Consider privacy implications before sharing chats containing sensitive or confidential information

Conclusion

TeamAI's shared workspace transforms artificial intelligence from an individual tool into a collaborative ecosystem that enhances your entire team's productivity. By understanding how to balance private work with team collaboration, you can create a streamlined workflow that leverages AI across your organization.

The ability to share specific chats through links, organize content into logical projects and folders, and collaborate through direct comments makes TeamAI uniquely suited for team environments. Unlike platforms that require shared logins or limit collaboration, TeamAI's workspace creates a seamless experience where each team member maintains individual access while contributing to collective knowledge.

As you continue to use TeamAI, experiment with different organizational structures and collaboration methods to discover what works best for your team. The flexibility of the platform allows you to adapt as your projects evolve and your team grows.

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