Overview
TeamAI Workspace Context & Guidelines allow administrators to configure explicit instructions and rules that govern TeamAI's behavior across an entire workspace. This ensures consistent responses, adherence to organizational standards, and a unified experience for all users.
Scope:
Explanation of what Workspace Context & Guidelines are.
Details on what information these guidelines store.
How to access and manage Context & Guidelines.
Distinction between Context & Guidelines and TeamAI's personal memory system.
Prerequisites
You'll Need:
Active workspace membership.
Administrator or Org Administrator permissions for your workspace to manage these settings.
What Context & Guidelines Store
Workspace Context & Guidelines are designed to store explicit instructions that apply broadly across the workspace. These settings include:
Custom system instructions for TeamAI's overall behavior within the workspace.
Brand guidelines and desired tone for all communications.
Specific response requirements or prohibitions to ensure compliance and consistency.
How to Manage Context & Guidelines
Context & Guidelines are manually configured and updated by designated administrators within the workspace settings.
Navigate to Workspace Settings: Locate and click on the settings icon (gear) in the top-right corner of your TeamAI interface, then select Workspace Settings from the dropdown menu.
Access Context & Guidelines: Within Workspace Settings, navigate to the section designated for Context & Guidelines.
Edit Instructions: Modify the explicit instructions within the provided text editor to update the guidelines. Use clear and precise language to define TeamAI's expected behavior.
Result: Changes made to Context & Guidelines apply immediately to all chats within the workspace, influencing how TeamAI responds to all users.
Best Practices
Clear and Concise: Write guidelines that are easy to understand, unambiguous, and directly actionable by TeamAI.
Regular Review: Periodically review and update your workspace's Context & Guidelines to reflect current organizational needs, policies, and best practices.
Communicate Changes: Inform workspace members about any significant changes to the guidelines to ensure they understand TeamAI's updated behavior.
Common Questions
Who can manage Workspace Context & Guidelines?
Typically, Administrators or Org Administrators for the workspace have the necessary permissions to configure and manage these settings.
Do Context & Guidelines apply to all users in the workspace?
Yes, once configured, Workspace Context & Guidelines apply uniformly to all TeamAI interactions within that specific workspace, establishing a consistent foundational layer for TeamAI's behavior.
Can a user's personal memory override Workspace Context & Guidelines?
Workspace Context & Guidelines establish overarching rules for the workspace. While TeamAI's personal memory influences personalized interactions, the guidelines generally set a foundational behavioral layer that takes precedence for workspace-wide consistency.