Setup sequence

Go to your Teams dashboard and click Create Team. You will see a form with four fields. Team Name (what shows up in the dashboard and member invites). Slug (the URL-safe identifier for your team, usually lowercase with hyphens). Team Type (Business or Education). Org Context Description (a paragraph explaining what your organization does and how you use AI). Fill them out in order.

• •Team Name: Be specific. "Marketing Team" is better than "Team 1". "Acme Design Agency" is better than "Design".
• •Slug: Auto-generated from your team name. You can edit it. Keep it short and recognizable. This shows up in URLs.
• •Team Type: Choose Business if you are a company, agency, or department. Choose Education if you are running a classroom or cohort-based training program. This changes some terminology in the UI but does not affect how the assessment works.
• •Org Context Description: This is the most important field. The AI uses this to personalize assessment questions and make them relevant to your actual work. Write 2-4 sentences about what your team does, what AI tools you use (or plan to use), and what outcomes you care about.

Writing good org context

Good org context is specific. Bad org context is generic. The AI reads this and adjusts follow-up questions to match your environment. If you write "We are a marketing agency that uses ChatGPT for content briefs and client research", the assessment will ask about client-facing AI use and content workflows. If you write "We are exploring AI", the assessment will stay generic and miss opportunities to surface relevant skill gaps.

• •Good example: "We are a 12-person product design team at a SaaS company. We use ChatGPT, Claude, and Midjourney for user research synthesis, concept generation, and visual prototyping. We need to know who can lead AI integration into our design sprints."
• •Bad example: "We want to use AI to improve productivity and innovation across the organization."
• •Good example: "We run a 6-week AI fluency bootcamp for mid-career professionals transitioning into AI-adjacent roles. Participants use ChatGPT, Perplexity, and Claude daily. We need baseline assessments to group students by skill level."
• •Bad example: "We are a training company focused on the future of work."

Pre-invite checklist

Before you invite anyone, confirm these things are set. Owner and admin roles (make sure the right people have team management access). Active subscription (the workspace requires a subscription to unlock dashboard and analytics). Available credits (you need one credit per assessment, buy them before inviting people). Org context reviewed (make sure it is specific, not generic). If all four are good, you are ready to start inviting members.