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 →
