Overview
TeamAI agents use visibility settings rather than shareable links to control access. This guide explains how to configure agent visibility during creation to ensure the right teammates can discover and use your agents.
Learning Objectives:
Understand the difference between chat sharing and agent visibility
Learn the three visibility levels and when to use each
Set appropriate visibility during agent creation
Know how to recreate an agent if visibility was set incorrectly
Prerequisites
You'll Need:
Access to a workspace with agent creation permissions
Decision on who should access the agent (personal use vs. team collaboration vs. organization-wide)
Understanding of your organization's data sharing policies
Clear purpose for the agent (to inform visibility choice)
Important: Visibility can only be set during initial agent creation. Once created, the visibility level cannot be changed.
TeamAI Agent Access: How Visibility Differs From Chat Sharing
Key Distinction: Agent Access vs. Conversation Links
TeamAI provides two separate collaboration methods, and understanding the difference is essential for effective team workflows:
Chat links share your conversation history with others
Agent visibility controls who can discover and use your agent to start their own conversations
This article explains how to configure agent visibility during creation—access cannot be modified after the agent is created.
Using the Right Collaboration Method
Use Case | Recommended Method | Best Practice |
Share my conversation history | Use chat "Share" button | When you need teammates to see what you asked the agent |
Let teammates use my agent | Set agent visibility | When you want others to start their own conversations with your agent |
Limit who can access the agent | Set "Only you" visibility + share chat links | When data is sensitive and you want strict control |
Setting Agent Visibility During Creation
Navigate to Agent Creator
In the left panel, click the "Agents" option
The Agents interface loads in the main panel
Click the "Create Agent" button located at the top-right of the page
An agent creation panel opens on the left side of the screen
Result: The agent creation panel is open and ready for configuration.
Set Agent Visibility
Navigate to the next tab called "Define your purpose"
In the "name your agent" field, set a clear and descriptive name
Write a description clarifying the agent's role and capabilities
Locate the "Set visibility level" section (appears after naming)
Select your preferred visibility radio button:
Visibility Levels Explained
Personal Visibility (Only you):
Select the "Only you" radio button
Best for: Testing agent ideas, personal productivity, confidential data, experimental prompts
Result: Agent appears only in your personal agent library
Workspace Visibility (Anyone in workspace):
Select the "Anyone in [workspace name]" radio button
Best for: Team collaboration, shared department tools, project-specific agents
Result: All workspace members can discover and use the agent
Organization Visibility (Anyone in organization):
Select the "Anyone in [organization name]" radio button (if available)
Best for: Company-wide standards, executive assistants, cross-department resources
Requires: Organization-level permissions
Result: All organization members across all workspaces can use the agent
What to Do If You Selected Wrong Visibility
Recreate Agent with Correct Settings
Identify the incorrectly created agent
Note the agent's name and full configuration
Review all settings, instructions, and connected tools
Delete the agent (if needed)
Click the three-dot menu (⋯) next to the agent name
Select "Delete Agent"
Confirm deletion in the popup
Recreate the agent with correct visibility
Follow the steps in the previous section
Select the appropriate visibility radio button
Use the same name and settings as the original agent
Result: A new agent exists with the correct visibility level.
Tip: Keep both agents if the original already has value, but clearly name them to indicate the visibility difference (e.g., "Agent Name - Personal" vs. "Agent Name - Shared").
Best Practices for Choosing Visibility
Consider data sensitivity: Review agent outputs to ensure they don't expose sensitive information before selecting Workspace or Organization visibility
Document the use case: Write a clear description before creating the agent to inform visibility choice
Test with sample data: Ensure the agent works correctly before workspace or organization exposure
Review connected tools: Verify there are no personal API keys or credentials in tools before sharing
Consider team size: Remember that Workspace visibility means all members can clone and modify their own copy
Plan for permanence: Remember that the visibility decision is permanent at creation
Use version naming: If creating multiple visibility versions, use a naming convention:
"Agent Name" (personal)
"Agent Name - Team" (workspace)
"Agent Name - Company" (organization)
Common Questions
Q: How do I share the link with my current agent?
A: TeamAI agents cannot be shared via links. Agent access is controlled through visibility settings configured during creation. To share your agent with teammates, recreate it with the appropriate visibility level (Workspace or Organization). For detailed steps, see "Setting Agent Visibility During Creation" above.
Q: How do I let my teammates use my agent to start their own conversations?
A: Configure your agent's visibility to "Anyone in workspace" or "Anyone in organization" during creation. This makes the agent discoverable in their agent gallery. They can start independent conversations but cannot edit your original configuration.
Q: Can I share a specific conversation or chat transcript with my agent?
A: Yes. Click the "Share" button in the top-right corner of the chat interface to generate a link to your conversation history. This shares only that specific chat, not the agent itself, and is separate from agent visibility settings.
Q: How do I control who can access my agent?
A: You must select a visibility level during agent creation—this cannot be changed later:
Only you: Private to your account
Anyone in workspace: All workspace members can discover and use
Anyone in organization: All organization members can discover and use (requires admin permissions)
Workspace visibility shares with all members; you cannot restrict to specific individuals. For selective sharing, keep the agent Personal and share direct chat links with specific people.
Q: What security considerations should I review before sharing my agent?
A: Before selecting Workspace or Organization visibility:
Review agent outputs to ensure no sensitive data is exposed
Remove personal API keys or credentials from connected tools
Test with confidential data to verify responses don't leak information
Confirm the agent aligns with your organization's data sharing policies
Consider whether selective chat sharing (Personal visibility + shared links) is safer than broad agent access
Q: Can I change visibility after creating an agent?
A: No. Visibility is permanent after creation. You must recreate the agent with the desired visibility level.
Q: Why don't I see the Organization visibility option?
A: You lack organization-level permissions. Only workspace owners or organization admins can create Organization-visible agents. Contact your administrator if you need this access or have questions about your permission level.