Team creation wizard - Team Workspace Personas 101
Create and manage AI Personas inside business team workspaces with private defaults and team-scoped navigation. Team workspaces add company and...
Create and manage AI Personas inside business team workspaces with private defaults and team-scoped navigation.
Team workspaces add company and business-unit scoping to persona management. This course covers creation, editing, and agent embed routes under /c/.
You will learn how team personas differ from personal workspace personas and how to navigate the business automations tab.
Use this resource with the linked curriculum, related tutorials, and Gateway documentation. Test the workflow with scoped access before production use, review any action that changes external systems, and keep the persona instructions and connected tools aligned with the outcome your team expects.
Team workspace context: Team vs personal workspace, Business workspace navigation, Private visibility defaults.
Create team personas: Team creation wizard, Edit team persona, Team agent embed route.
Manage and deploy: Automations tab overview, Configure digital twin modal, Publish for team members.