In a few minutes: log in to iTeam, chat with an agent, and create your first one. Nothing technical.
This guide takes you from zero to your first useful answer. Set aside 5 minutes.
1
Sign in
Go to app.iteam.works and log in. You’ll land right on Chat with Agents.
📸 Screenshot to add: logged-in home (Chat with Agents) with the sidebar.
2
Pick the right company (if you have more than one)
At the top of the menu, click the company name to switch. Everything you see — agents, data, teams — belongs to the selected company.
3
Chat with an agent
In the left list, click an agent and send a message like you would to a coworker. Examples:
“How many new customers did we get this week?”
“Summarize the month’s key numbers.”
The agent understands, uses the right tools, and answers — often with a table or chart.
📸 Screenshot to add: agent answering with a chart/table.
4
Create your first agent
Go to Intelligence → Agents and click Create agent. You just describe the role in plain language:
“Sales analyst that tracks daily revenue and explains variations.”
iTeam sets up the agent with the right skills and access. Full walkthrough →
📸 Screenshot to add: create-agent form (role description field).
5
Ask for a Widget (optional, but impressive)
Still in the agent chat, ask: “create a widget with revenue for the last 30 days”. In moments you get an interactive screen you can open, share, and reuse. Learn more →
Agent, team, widget, process, task — in 2 minutes.
Build a team
Group agents that work together, like a department.
Automate routines
Reports and alerts that run on their own at the right time.
Invite your team
Give the right people the right level of access.
Not sure where to start a task? Use the iTeam Assistant (top of the menu) — it helps you build agents, forms, and processes by chatting. See more →
⌘I
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