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What is Advanced Mode in TeamAI?

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Written by TeamAI
Updated over a week ago

Overview

Advanced Mode in TeamAI provides access to enhanced capabilities, specialized tools, and additional interface elements not available in Standard Mode. This article explains the specific features and interface differences between Standard and Advanced Mode to help you maximize your productivity.

Scope:

  • Interface differences between Standard and Advanced Mode

  • Exclusive features and tools in Advanced Mode

  • How to navigate and utilize Advanced Mode capabilities

  • When to use Advanced Mode vs. Standard Mode

Prerequisites

You'll Need:

  • Access to your workspace

  • Basic familiarity with TeamAI's standard interface

  • No advanced technical knowledge required


Activating Advanced Mode

How to Enable Advanced Mode

  1. Navigate to the bottom left corner of the TeamAI interface

    • Locate the toggle switch labeled "Advanced Mode" at the bottom of the left panel

    • Click the toggle to switch from Standard to Advanced Mode

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  2. Confirm Advanced Mode is active by checking for these indicators:

    • A blue banner appears at the top of the screen stating "You are in Advanced Mode"

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    • An "Exit advanced mode" button is visible in the upper right corner of the screen (on the right side of the blue banner)

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    • The right panel appears with additional controls

    • The left panel shows enhanced organization options

  3. Return to Standard Mode when needed

    • Click the "Exit advanced" button in the upper right corner to go back to Standard Mode

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    • Alternatively, use the same toggle at the bottom left of the screen

Result: The interface will refresh to display all Advanced Mode features and capabilities.

Note: Your work and conversations will remain intact when switching between modes.


Advanced Mode Interface

Left Panel Enhancements

  1. Observe the enhanced left panel with organized chat sections

    • Chats are clearly organized between private and shared for everyone in the workspace

    • Additional menu options such as creating folders to organize the appear that aren't available in Standard Mode

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      image.png

Result: A more powerful and organized workspace structure that enhances collaboration and personal work management.


Right Panel (Exclusive to Advanced Mode)

  1. Access the right panel which is only available in Advanced Mode

    • Standard Mode does not include this panel, only a datastores button

  2. Explore chat controls located at the top of the right panel

    • Select AI models from the dropdown menu ("Explore leading AI models, enhanced by TeamAI.com")

    • Search and toggle tools to use directly in your conversation

  3. Use the interactive topic explorer feature (toggle option)

    • After submitting a prompt, topic overviews appear here

    • Navigate between topics using the arrows

    • Click bullet points to generate new prompts and explore deeper

    • Switch between content explorer and chat folders

Note: The right panel significantly enhances your ability to customize your AI experience without requiring technical expertise.


Advanced Mode Tools

External Integrations

Tool

Purpose

Activation

Google Workspace

Connect Gmail, Calendar, Drive, and more

Click "Connect" button

Slack [BETA]

Search and post messages directly from workspace

Click "Connect" button

Guru

Tap into your organization's knowledge base

Click "Connect" button

Zapier

Access 8,000+ apps for your AI agents

Click "Connect" button

Tip: All tools can be connected with just a few clicks, no advanced technical knowledge required.


Tool Interaction

  1. Search for tools in the right panel

    • A complete list of available tools will be displayed

    • Toggle tools on/off by clicking next to their name

    • Interact directly with activated tools from your chat

Result: Seamless integration with your existing tools and workflows without leaving the TeamAI interface.


Workflows Feature

Creating Reusable Templates

  1. Access the Workflows section from the left panel (Advanced Mode only)

    • Workflows are reusable chat templates to automate tasks

    • Create templates for common tasks like blog posts, support queries, and sales emails

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Tip: Workflows save significant time by standardizing repetitive tasks while maintaining flexibility.


Usage Tracking

Monitoring AI Utilization

  1. Navigate to the Usage section in the left panel

    • View total prompts used

    • See usage statistics by time period

    • Track usage by individual user

    • Monitor which AI models are being utilized

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Result: Comprehensive usage data to help manage resources and understand team adoption patterns.


Chat Controls

Customizing AI Interactions

  1. Model Selection

    • When a chat is started, you can change the response model

    • Select from a dropdown menu of available AI models

  2. Tool Selection

    • Choose tools to interact with directly from your chat

    • Toggle tools on/off as needed during conversations

  3. Interactive Topic Explorer

    • Overview: After submitting a prompt, a topic overview appears here with suggestions for follow-up prompts for deeper exploration

    • Navigation: Use the arrows above to move between topic overviews generated for each response

    • Interaction: Click any bullet point to generate a new prompt and dive deeper into your subject

    • Toggle: Switch between the content explorer and chat folders using the Chat and Explore buttons

  4. Temporal File Handling

    • Interact with files without storing them in your datastore

    • Temporary files are automatically deleted after 30 days

    • Useful for one-time analyses or sensitive information

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Result: Greater control over your AI interactions with flexible model and tool selection.


Data Management

Advanced Data Controls

  1. Access Data Controls from the right panel

    • Select specific collections and datastores for AI to access

    • Sync nested datastores with parent using the tree selection

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Note: This gives you precise control over what information your AI can access during conversations.


Team Prompts

Shared Assets

  1. Access Team Prompts from the right panel

    • Browse built-in prompts organized in folders

    • Use prompts created by your team

    • Save and organize frequently used prompts

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  2. Interact with Agents from the dedicated section

    • Chat with agents by clicking on their name

    • Pin frequently used agents for quick access

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  3. Utilize the Help Center (Advanced Mode exclusive)

    • Access TeamAI knowledge base articles

    • Chat with support via one-click button

    • Browse video walkthroughs for common tasks

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Tip: The Help Center provides immediate guidance on how to use TeamAI features like creating datastores or workflows.


When to Use Advanced Mode

Ideal Use Cases

Task Type

Benefits of Advanced Mode

Standard Mode Sufficient?

Complex research

Access to multiple tools, topic explorer

No

Team collaboration

Shared prompts, better chat organization

No

Integration with other tools

Direct connections to external systems

No

Simple Q&A

Basic AI interaction, Chats

Yes

Document analysis

File upload capabilities

Yes

Result: More efficient workflows and powerful capabilities for users who need enhanced functionality.


Best Practices

  1. Start in Standard Mode: Familiarize yourself with basic functionality before switching.

  2. Use integrated tools: Take advantage of the seamless integrations rather than switching between applications.

  3. Create workflows: Build templates for your most common tasks to save time.

  4. Monitor usage: Keep track of your team's utilization to optimize resources.

  5. Organize datastores: Use the advanced data controls to ensure AI has access to relevant information.

Common Questions

Q: Will I lose my existing chats when switching to Advanced Mode?

A: No, all your existing conversations remain intact when switching modes.

Q: Do I need technical knowledge to use Advanced Mode?

A: No, Advanced Mode is designed to provide powerful capabilities without requiring technical expertise.

Q: Can I switch back to Standard Mode after using Advanced Mode?

A: Yes, you can toggle between modes at any time using the "Exit advanced" button in the top right or the toggle in the bottom left.

Q: Will temporary files be accessible to other team members?

A: Temporary files in Advanced Mode are deleted after 30 days and follow your workspace's sharing permissions.

Q: Can I customize which tools appear in my Advanced Mode interface?

A: Yes, you can connect only the tools you need and toggle them on/off as required for specific conversations.

Q: How do I know for sure I'm in Advanced Mode?

A: Look for the blue banner at the top of your screen that says "You are in Advanced Mode" and check for the right panel which is only available in Advanced Mode.

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