Canonical page: https://usethem.ai/product/ai-teammates/ > Build AI teammates with their own jobs, models and reviewed skills in Them AI. Bring them into shared rooms and teach them how your company works. AI teammates # Build a team. Not another chat. Bring the customer question into a room. Ask Riley to check the policy, then Jamie to prepare the handoff. Your people check the evidence and decide what happens next. [Join the waitlist](https://usethem.ai/product/ai-teammates/#next-step) [See it in practice](https://usethem.ai/product/ai-teammates/#tool-connections) Mac-only for now. Free during the beta (invite-only). [Zendesk](https://usethem.ai/product/ai-teammates/#tool-connections) [Notion](https://usethem.ai/product/ai-teammates/#tool-connections) [Salesforce](https://usethem.ai/product/ai-teammates/#tool-connections) [Confluence](https://usethem.ai/product/ai-teammates/#tool-connections) [Gorgias](https://usethem.ai/product/ai-teammates/#tool-connections) [Shopify](https://usethem.ai/product/ai-teammates/#tool-connections) [Explore workflows](https://usethem.ai/product/ai-teammates/#tool-connections) Explore a team ## Different jobs. One piece of work. Your people direct the teammates and make the final call. Support desk Room ### A billing question needs more than a quick reply. Start with Ticket notes + billing records + approved policy 1. [**Riley** Customer support](https://usethem.ai/use-cases/customer-support/) Prepare the reply. Flag the payment check. Gemini 2. [**Sage** Team knowledge](https://usethem.ai/use-cases/knowledge/) Find the policy and the reason behind it. Claude 3. [**Jamie** Customer handoffs](https://usethem.ai/use-cases/customer-success/) Prepare a handoff for the billing team. OpenAI **Shared company memory** Approved knowledge in common. A model and reviewed training for each teammate. Support lead decides Check the current payment record, review the draft, and send the answer from your support tool. [See the support workflow](https://usethem.ai/use-cases/customer-support/) ### What would you teach a teammate? “Confirm payment settlement before promising a receipt or refund.” Explain the correction to a teammate. Review its proposed training rule before reuse. [See how teaching works →](https://usethem.ai/product/skills/) Proposal desk Room ### Turn the discovery call into a proposal you can stand behind. Start with Discovery notes + approved offer + relevant past decisions 1. [**Parker** Proposals](https://usethem.ai/use-cases/sales/) Draft the scope around the buyer’s needs. Claude 2. [**Sage** Team knowledge](https://usethem.ai/use-cases/knowledge/) Find the approved terms and earlier decisions. Gemini 3. [**Jamie** Customer handoffs](https://usethem.ai/use-cases/customer-success/) Give the account team a clear next step. OpenAI **Shared company memory** Approved knowledge in common. A model and reviewed training for each teammate. Account lead decides Confirm scope, pricing and commitments. Share the reviewed proposal and update the CRM. [See the sales workflow](https://usethem.ai/use-cases/sales/) ### What would you teach a teammate? “Separate an approved offer from a customer request that still needs agreement.” Explain the correction to a teammate. Review its proposed training rule before reuse. [See how teaching works →](https://usethem.ai/product/skills/) Client engagement Room ### Use the firm’s experience without losing the client’s context. Start with Client brief + assigned room records + shared company methods 1. [**Sage** Team knowledge](https://usethem.ai/use-cases/knowledge/) Find earlier reasoning and check its relevance. Gemini 2. [**Parker** Proposals](https://usethem.ai/use-cases/sales/) Turn the brief into a proposed work plan. Claude 3. [**Morgan** Marketing](https://usethem.ai/use-cases/marketing/) Build the client narrative around evidence. OpenAI **Shared company memory** Approved knowledge in common. A model and reviewed training for each teammate. Engagement lead decides Check what applies to this client. Review the evidence, recommendation and final deliverable. [See the consulting workflow](https://usethem.ai/use-cases/consulting/) ### What would you teach a teammate? “Explain where a past approach fits this client, and where it does not.” Explain the correction to a teammate. Review its proposed training rule before reuse. [See how teaching works →](https://usethem.ai/product/skills/) Customer care Room ### Resolve the order question. Keep the promise realistic. Start with Order notes + return policy + product information 1. [**Riley** Customer support](https://usethem.ai/use-cases/customer-support/) Prepare a reply grounded in the return policy. Gemini 2. [**Jamie** Customer handoffs](https://usethem.ai/use-cases/customer-success/) List what fulfilment needs to confirm. OpenAI 3. [**Morgan** Marketing](https://usethem.ai/use-cases/marketing/) Draft a clearer explanation for shoppers. Claude **Shared company memory** Approved knowledge in common. A model and reviewed training for each teammate. Customer care lead decides Verify the current order and stock details. Decide on the remedy and make the update in your store tools. [See the ecommerce workflow](https://usethem.ai/use-cases/retail-ecommerce/) ### What would you teach a teammate? “Check order eligibility and stock before offering a replacement.” Explain the correction to a teammate. Review its proposed training rule before reuse. [See how teaching works →](https://usethem.ai/product/skills/) One room. Different contributions. ## A customer question becomes a clear next step. Ask one teammate to find the policy and another to prepare the handoff. You direct both contributions in the same room, with approved company knowledge behind the work. Source connection + supplied ticket ### The plan changed. The invoice did not. What happened? 1. #### Bring the question The customer upgraded their subscription, but the latest invoice shows the old plan. They ask whether they were charged twice. 2. #### Direct the two contributions Ask Riley to check approved billing policy. Review the facts, then ask Jamie in the same room to prepare a handoff with the missing checks and billing owner. 3. #### Confirm, then send Billing verifies the current invoice and payment record. The rep updates the draft and sends the reply in Zendesk. [Explore support](https://usethem.ai/use-cases/customer-support/) Zendesk Notion Them AI Prepared for review **Subscription billing handoff** The plan display does not prove a second charge. Billing will check the invoice, payment record, and any adjustment before support confirms the outcome. Your team decides the next step Bring a sanitized Zendesk ticket excerpt. A configured Notion connection imports policy material for approval; neither teammate looks up the live billing account. Supplied deal notes + source connection ### Parker separates the promised scope from the next request. 1. #### The discovery notes Provide deal notes asking for a weekly catalog report and live inventory sync, alongside the approved reporting offer. 2. #### The teammate’s part Parker uses the approved offer guidance to separate the weekly CSV reporting pilot from the live integration work that needs scoping. 3. #### The deal owner’s decision The rep confirms what is included, asks about the missing inputs, and uses the checked outline in the buyer follow-up. [Explore sales](https://usethem.ai/use-cases/sales/) Salesforce Confluence Them AI Prepared for review **Scope question** One catalog and a weekly CSV input are included. Live inventory sync needs separate discovery. Who will supply the export? Your team decides the next step Bring your Salesforce deal notes. Connect Confluence for source material, then approve the guidance your teammate can use. Supplied ticket and order notes ### Jamie turns an order question into a useful handoff. 1. #### The order question Bring a delivery complaint, the order-status notes, and your approved fulfillment escalation method. 2. #### The teammate’s part Jamie organizes the reported facts, missing shipment checks, and the next owner into a handoff draft. 3. #### The operations handoff An authorized teammate verifies the current order and decides what to tell the customer. [Explore ecommerce](https://usethem.ai/use-cases/retail-ecommerce/) Gorgias Shopify Them AI Prepared for review **Handoff draft** Check the carrier record and fulfillment status before offering a replacement or a delivery date. Your team decides the next step Use ticket and order notes supplied by your team. Check current order details in Shopify before taking action. Inside AI teammates ## Set up the teammate for its part of the work. Give it a job ### Start with the work you need done. Give Riley the policy check and Jamie the handoff. Choose each teammate’s model, instructions, room and person to run with. Image: Riley’s job, assigned room, model setting and person to run with **Each teammate has a job and a person to run with.** 01 / 03 Teach your method ### A correction should help next time too. Try a ticket example. Correct a mistaken assumption and explain why. Review the proposed training rule before that teammate uses it again. Image: A human correction and Riley’s draft rule awaiting review **An example, a correction, then a rule to review.** 02 / 03 Bring it into the room ### Keep the question and the answer together. Keep the question, cited reply and follow-up in one room. Teammates use their assigned room and approved shared company memory by default. Grant access to other rooms explicitly. Image: The room assignment, owner and status of a company record **Keep the room and the person responsible with the record.** 03 / 03 Explore the full task ## Choose where to begin. Customer support ### A subscription billing handoff Sources, review and next steps [A subscription billing handoff](https://usethem.ai/use-cases/customer-support/) Sales ### Proposal preparation Sources, review and next steps [Proposal preparation](https://usethem.ai/use-cases/sales/) Consulting ### Workshop to design brief Sources, review and next steps [Workshop to design brief](https://usethem.ai/use-cases/consulting/) ## A few things worth knowing. ### How do AI teammates work together? You direct their contributions in a shared room. Ask one teammate to check the policy, review its answer, then ask another to prepare the handoff. Teammates do not automatically delegate work to each other. ### Can different teammates use different models? Yes. A teammate has its own model choice. The models available depend on your workspace configuration. Changing the model does not change its access permissions. ### Is training shared with every teammate? No. Approved training rules stay with the teammate you teach. For team-wide reuse, create a separate shared skill and review it. ### Does training change the underlying model? No. Training creates reusable instructions for that teammate. Your examples and corrections do not fine-tune the underlying model. ### How is an external agent different? An AI teammate is built and trained in Them AI. An external agent runs elsewhere and connects through MCP with its own key and retrieval scope. Bring one real workflow ## Try it on work your team already does. Choose one recurring question, bring the source material, and name the person who will review the answer. Start there, then decide what is worth repeating. Mac-only for now. Free during the beta (invite-only). Have a workflow in mind? [Plan a pilot with us.](https://usethem.ai/contact/#design-partner)