How To: Navigating the Workspace, Teams, and Human-in-the-Loop Support

SOP: Navigating the Workspace, Teams, and Human-in-the-Loop Support

Key Steps

1. Open the Workspace as Your Virtual Office 0:00

• Navigate to the Workspace area.
• Treat the workspace like a virtual office where you can move between teams and interact with team members.
• Use this area to collaborate, monitor work, and communicate across the organization.

2. Understand the Workspace Structure 0:15

• Recognize that the workspace is structured like a real virtual office.
• Understand the hierarchy:
• Company / Tenant
• Locations
• Organizations
• Teams
• Team Members
• Use this structure to locate the correct team or department before taking action.

3. Switch Between Organizations 0:31

• Locate the option to switch between organizations within the workspace.
• Select the organization you want to work in.
• Confirm you are in the correct organization before reviewing team activity or assigning work.

4. Review Agency Workspace Capabilities 0:41

• If your account is set up as an agency, note that it may include the ability to create workspaces for multiple companies.
• Use this feature to manage sales processes or operations across multiple companies from one place.
• Verify which company/workspace you are currently viewing before making changes.

5. Open a Team to View Activity and Metadata 0:54

• Click into a specific team to see what team members are doing.
• Review high-level metadata such as:
• Current activity
• Tools being used
• Whether a task is actively in progress
• Use this view to quickly assess team status without needing to ask each person individually.

6. Communicate with Team Members and Assign Work 1:09

• Use the team view to talk to team members directly.
• Assign tasks to the appropriate person based on their role.
• Send messages when you need clarification, updates, or follow-up.
• Check the team member’s current work status before assigning new tasks.

7. Monitor Individual Contributions and Inbox Activity 1:20

• Review individual team member activity to understand their latest actions.
• Check inbox or message history to see the most recent update or communication.
• Use this information to track progress and identify who last handled a task or request.

8. Match Team Members to Their Responsibilities 1:30

• Identify what each team member is responsible for.
• Example: one team member may handle ICP research and share findings with the rest of the team.
• Use role clarity to route questions and tasks to the right person.

9. Use the Human-in-the-Loop for Complex Work 1:43

• Recognize that each team includes a human-in-the-loop.
• Assign human-in-the-loop tasks when work is more technical, detailed, or requires judgment.
• Check what the human is currently doing before assigning additional work.

10. Choose Between AI and Human Support 1:58

• For general questions about what is happening, ask the AI.
• For more involved or technical questions, ask the human-in-the-loop.
• Use the appropriate support channel based on the complexity of the issue.

11. Use the Workspace to Simulate Real Collaboration 2:13

• Treat the workspace as a collaborative environment that simulates a real work setting.
• Use it to interact with team members, review progress, and coordinate work.
• Take advantage of the ability to plug into different team members for quick communication.

12. Communicate by Voice or Chat When Needed 2:25

• Use voice commands or chat-style interaction to speak with team members.
• If you are not yet familiar with the team, use the Meet the Team option.
• Allow team members to introduce themselves so you can understand their roles and responsibilities.

13. Introduce the Team in Sequence 2:33

• Use the team introduction feature to have each member present themselves.
• Let them introduce themselves one after another.
• Use these introductions to build familiarity with the team and understand who to contact for specific needs.

Cautionary Notes

• Do not assign work without first confirming the correct organization and team.
• Be careful not to confuse AI support with human-in-the-loop support; use the right one for the task complexity.
• Avoid overloading a team member or human-in-the-loop with new tasks if they are already actively working on something.
• If your account is an agency account, verify which company/workspace you are managing before making changes.

Tips for Efficiency

• Check team status and metadata first to avoid unnecessary messages.
• Use the workspace hierarchy to quickly navigate to the right location, organization, and team.
• Route simple questions to AI and complex questions to humans to save time.
• Use team introductions early to reduce confusion about roles later.
• Review inbox activity to identify the latest updates before following up.

Link to Loom

https://loom.com/share/1847d7630dcb4dac98ff777bd9b2954c

Workspace Overview: How to Navigate Teams, Orgs, and Human-in-the-Loop Support

1. Understand the Workspace as a Virtual Office 0:00

• The Workspace is designed to feel like a real office environment.
• It gives you a place to switch between teams and interact with team members.
• Think of it as the central area where you manage collaboration across your company.

2. Recognize the Multi-Tenant Company Structure 0:15

• The workspace is organized like a virtual company with a multi-tenant setup.
• Your company is treated as one tenant.
• The structure mirrors a real organization:
• Companies
• Locations
• Organizations
• Teams
• Team members

3. Switch Between Organizations and Workspaces 0:41

• From the workspace, you can switch between organizations.
• In the example shown, the account includes a Customer Onboarding org.
• If the account is set up as an agency, it can also create workspaces for multiple companies.
• This lets you manage the sales process for several companies from one place.

4. View and Interact with Team Members 1:09

• Click into a team member to see what they are doing.
• You can:
• Talk to them
• Assign tasks
• Send messages
• Review high-level metadata about their work
• You can also see:
• The tools they use
• Whether they are actively working
• Whether they are working on a task

5. Use Team Activity to Understand Recent Work 1:20

• The workspace shows the latest activity for each team member.
• Example: Chidi recently sent a message to the inbox.
• Chidi’s role is to do ICP research and share insights with the rest of the team.
• This helps you quickly understand who is doing what across the team.

6. Work with the Human-in-the-Loop 1:43

• Each team includes a human-in-the-loop.
• You can assign tasks to that person as well.
• You can also see what they are currently doing.
• This is especially useful for:
• More technical tasks
• More involved tasks
• Situations where human judgment is needed

7. Choose Between AI and Human Support 1:58

• For general questions about what is happening, you can ask either:
• The AI
• Your human team members
• This gives you flexibility depending on the complexity of the task.
• Use the human-in-the-loop when you need more detailed or technical help.

8. Use the Workspace as a Familiar Team Environment 2:13

• The workspace is meant to feel like a real work environment.
• You can plug into different team members and interact with them naturally.
• This can happen through:
• Chat
• Voice commands
• Team navigation

9. Meet the Team if You Are New 2:33

• If you are not familiar with the team yet, you can use the Meet the Team feature.
• Team members will introduce themselves one by one.
• This helps new users quickly learn who is on the team and what they do.

Link to Loom

https://loom.com/share/1847d7630dcb4dac98ff777bd9b2954c