Collaborating with Your Team
Great ideas rarely happen in isolation. That's why Nugget includes powerful team collaboration features that turn your AI chat into a shared workspace where everyone can contribute, learn, and achieve more together.
Whether your team is brainstorming new ideas, working through complex problems, or managing projects, Nugget makes it easy to harness the power of AI as a team. This guide will show you how to use every collaboration feature to boost your team's productivity and creativity.
Why Team Collaboration Matters
When teams work together in Nugget, amazing things happen:
Shared Intelligence
- Everyone benefits from AI insights
- Team knowledge accumulates over time
- Best practices emerge naturally
- Learning accelerates across the team
Better Outcomes
- Multiple perspectives improve solutions
- Collective brainstorming yields better ideas
- Decisions are more informed
- Projects move faster with aligned teams
Seamless Workflow
- No more email chains or meeting notes
- Real-time collaboration on ideas
- Everything stays organized and searchable
- Context is never lost
Getting Started with Teams
Let's walk through everything you need to know about using Nugget with your team.
Creating Your Team
Setting up a team in Nugget takes just a few clicks:
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Click "Team" in the sidebar
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Select "Create New Team"
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Enter your team details:
- Team name (e.g., "Marketing Team" or "Product Development")
- Team description (optional but helpful)
- Choose a unique team URL (nugget.ai/team/yourname)
-
Configure initial settings:
- Set default permissions for new members
- Choose which features to enable
- Customize your team's AI personality (optional)
Your team is ready! You'll automatically become the team owner with full administrative privileges.
Understanding Team Roles
Nugget has four team roles, each with different capabilities:
Owner
- Full control over team settings
- Can add/remove any members
- Manages billing and subscriptions
- Can delete the team
- All admin and member permissions
Admin
- Can invite new members
- Manages team settings
- Views team analytics
- Moderates shared content
- Cannot change owner or billing
Member
- Creates and shares conversations
- Participates in team threads
- Uploads and shares documents
- Views team content
- Standard collaboration features
Guest
- Limited access to specific threads
- Can view and comment only
- No creation privileges
- Perfect for external collaborators
Inviting Team Members
Building your team is easy. Here's how to invite colleagues:
Sending Invitations
- Go to Team settings
- Click "Invite Members"
- Enter email addresses (you can add multiple at once)
- Choose their role (Admin, Member, or Guest)
- Add a personal message (optional but recommended)
- Click "Send Invitations"
What happens next:
- Team members receive an email invitation
- They click the link to join your team
- Invitations expire after 7 days
- You'll see their status update when they join
Managing Invitations
Keep track of your invitations:
Pending Invitations
- See who hasn't joined yet
- Resend invitations if needed
- Cancel invitations that are no longer needed
- Check expiration dates
Invitation Tips:
- Include context about why you're inviting them
- Mention specific projects they'll work on
- Set appropriate roles from the start
- Follow up if invitations aren't accepted
Bulk Invitations
For larger teams:
- Use the "Import CSV" option
- Format: email, role, personal message
- Upload your file
- Review and confirm
- Send all invitations at once
Team Settings and Management
As a team owner or admin, you can customize how your team works:
General Settings
Team Information
- Edit team name and description
- Customize your team URL
- Add team logo or avatar
- Set team timezone
Privacy Settings
- Control who can join
- Set default permissions
- Enable guest access
- Manage external sharing
Feature Management
Toggle features on or off based on your team's needs:
Shared Conversations
- Enable/disable thread sharing
- Set default sharing permissions
- Control commenting and editing
- Manage notification preferences
Document Collaboration
- Allow document uploads
- Set storage limits
- Control document sharing
- Enable collaborative analysis
Team Analytics
- View usage statistics
- Track productivity metrics
- Monitor collaboration patterns
- Generate team reports
AI Customization
Make AI work better for your team:
Team AI Personality
- Set professional tone
- Add industry-specific knowledge
- Define communication style
- Include company terminology
Example customizations:
- "Always use formal language for client communications"
- "Include relevant compliance warnings for financial advice"
- "Use our company's brand voice in marketing content"
- "Prioritize data privacy in all responses"
Sharing Conversations with Your Team
One of Nugget's most powerful features is the ability to share AI conversations with your team. Here's how it works:
Making a Thread Shareable
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Open any conversation thread
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Click the share icon (top right of the chat)
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Choose sharing options:
- Team - All team members can access
- Specific Members - Select individual teammates
- Public Link - Anyone with the link (Pro feature)
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Set permissions:
- View Only - Team can read but not participate
- Comment - Team can add comments and reactions
- Full Access - Team can contribute to the conversation
-
Click "Share Thread"
Managing Shared Threads
For Thread Owners:
- See who's viewing your thread
- Control editing permissions
- Remove access anytime
- Get notifications of team activity
For Team Members:
- Find shared threads in "Team Conversations"
- Filter by topic, date, or creator
- Subscribe to threads for updates
- Leave threads you no longer need
Best Practices for Sharing
When to share:
- Brainstorming sessions
- Project planning discussions
- Problem-solving conversations
- Knowledge sharing
- Decision-making processes
What to include:
- Clear thread titles
- Context in the first message
- Summary of key decisions
- Action items and next steps
Real-Time Collaboration
Work together in real-time with these collaborative features:
Live Presence Indicators
See who's active in shared conversations:
- Green dot - Currently viewing
- Typing indicator - Someone is writing
- Avatar stack - Multiple people present
- Last seen - When teammates were active
Collaborative Features
Comments and Reactions
- Add comments to any message
- Use emoji reactions for quick feedback
- Thread discussions on specific points
- Mention teammates with @names
Collaborative Editing
- Edit shared prompts together
- See changes in real-time
- Version history available
- Conflict resolution built-in
Live Annotations
- Highlight important sections
- Add notes and context
- Create action items
- Mark items as resolved
Team Notifications
Stay informed about team activity:
Notification Types:
- New shared threads
- Mentions in conversations
- Comments on your messages
- Important team announcements
Customizing Notifications:
- Go to Settings > Notifications
- Choose notification preferences:
- Instant, hourly, or daily digests
- Email, in-app, or both
- Specific events to track
- Set quiet hours
- Manage notification channels
Team Activity Feed
Stay connected with your team's work through the activity feed:
Understanding the Activity Feed
The team activity feed shows:
- Shared conversations - New threads shared with the team
- Document uploads - Files added for team access
- Member updates - New members joining
- Important milestones - Project completions, achievements
- AI insights - Interesting patterns or suggestions
Using the Activity Feed
Filtering Activities:
- Click the filter icon
- Choose activity types:
- All activities
- Shared threads only
- Documents only
- Team updates
- My activities
- Set time range
- Apply filters
Taking Action:
- Click any item to view details
- Join conversations directly
- Download shared documents
- React or comment inline
Activity Notifications
Control what appears in your feed:
- Go to Team Settings > Activity Preferences
- Choose what to follow:
- All team activity
- Specific members
- Certain topics
- Keywords or tags
- Set notification frequency
- Save preferences
Team Projects and Workspaces
Organize your team's work effectively:
Creating Team Projects
- Click "New Project" in the Team area
- Name your project clearly
- Add description and goals
- Invite project members
- Set project timeline (optional)
Project Organization
Project Structure:
- Overview - Goals, timeline, members
- Conversations - All related threads
- Documents - Project files and resources
- Tasks - Action items and assignments
- Analytics - Project-specific insights
Managing Projects:
- Pin important threads
- Create project templates
- Archive completed projects
- Export project history
Workspace Templates
Speed up common workflows with templates:
Popular Templates:
- Weekly team meeting
- Project kickoff
- Brainstorming session
- Problem-solving workshop
- Decision matrix
Creating Custom Templates:
- Start with a successful thread
- Click "Save as Template"
- Name and describe it
- Choose what to include
- Share with team
Using Templates:
- Click "New from Template"
- Select your template
- Customize as needed
- Start collaborating
Team Analytics and Insights
Understand how your team collaborates with powerful analytics:
Team Dashboard Overview
Access team analytics from the Team area:
Key Metrics:
- Active members - Who's engaged this week
- Conversations created - Team productivity
- Messages exchanged - Communication volume
- Documents shared - Knowledge sharing
- Time saved - Efficiency gains from AI
Visual Insights:
- Activity timeline graphs
- Member contribution charts
- Popular topics word cloud
- Peak collaboration hours
- Project progress tracking
Understanding Team Patterns
Collaboration Score See how well your team works together:
- Participation rate
- Knowledge sharing frequency
- Response times
- Cross-functional collaboration
Productivity Insights
- Most productive times
- Average task completion
- AI assistance impact
- Workflow bottlenecks
Using Analytics Effectively
For Team Leaders:
- Review weekly team summary
- Identify collaboration gaps
- Recognize top contributors
- Plan team improvements
- Share insights in meetings
For Team Members:
- Track personal contribution
- Find collaboration opportunities
- Learn from team patterns
- Improve work habits
Generating Reports
Quick Reports:
- Weekly team summary
- Monthly productivity report
- Project status update
- Individual contributions
Custom Reports:
- Click "Create Report"
- Select metrics to include
- Choose time period
- Add filters if needed
- Generate and share
Report Formats:
- Dashboard view
- PDF download
- Email summary
- Slack integration
Team Communication Best Practices
Make the most of team collaboration with these proven strategies:
Effective Thread Sharing
When to Share:
- Starting new projects
- Solving complex problems
- Making team decisions
- Brainstorming sessions
- Knowledge documentation
How to Share Well:
- Use clear, descriptive titles
- Provide context upfront
- Tag relevant team members
- Summarize long discussions
- Document decisions made
Communication Guidelines
Thread Etiquette:
- Stay on topic
- Be respectful and constructive
- Use reactions instead of "thanks" messages
- Edit typos instead of correcting
- Archive when complete
Mention Best Practices:
- @mention for direct attention
- @team for everyone
- Don't overuse mentions
- Respond to mentions promptly
Organizing Team Knowledge
Create a Knowledge Base:
- Pin important threads
- Use consistent naming
- Tag threads by topic
- Create thread collections
- Regular cleanup sessions
Documentation Tips:
- Summarize key decisions
- List action items clearly
- Note important dates
- Link related threads
- Update as things change
Managing Team Permissions
Control access and maintain security:
Permission Levels Explained
Thread Permissions:
- Private - Only you can access
- Team View - Team can read only
- Team Comment - Team can add comments
- Team Edit - Full collaboration
- Public Link - External sharing
Document Permissions:
- Upload - Add new documents
- View - Read documents
- Download - Export files
- Delete - Remove documents
- Share - Grant access to others
Setting Permissions
For Individual Items:
- Click the lock icon
- Choose permission level
- Select specific members (optional)
- Apply changes
- Notify affected users
Default Permissions:
- Go to Team Settings
- Click "Default Permissions"
- Set levels for:
- New threads
- Uploaded documents
- Team projects
- Save defaults
Security Best Practices
Protect Sensitive Information:
- Review permissions regularly
- Remove inactive members
- Use specific permissions
- Audit access logs
- Enable two-factor authentication
External Sharing:
- Require approval for public links
- Set expiration dates
- Track who accesses links
- Revoke when no longer needed
Team Integrations
Connect Nugget with your favorite tools:
Available Integrations
Communication Tools:
- Slack - Get notifications in channels
- Microsoft Teams - Share threads directly
- Discord - Community collaboration
- Email - Daily digests and alerts
Project Management:
- Jira - Create tickets from conversations
- Asana - Turn discussions into tasks
- Trello - Add cards from AI insights
- Notion - Sync documentation
Development Tools:
- GitHub - Link to issues and PRs
- GitLab - Track development discussions
- Bitbucket - Connect repositories
Storage & Docs:
- Google Drive - Import documents
- Dropbox - Sync files
- OneDrive - Access Microsoft files
- Box - Enterprise storage
Setting Up Integrations
- Go to Team Settings > Integrations
- Browse available integrations
- Click "Connect" on desired tool
- Follow authentication steps
- Configure integration settings
- Test the connection
Integration Features
Slack Integration Example:
- Share threads to channels
- Get @mention notifications
- Search Nugget from Slack
- Create threads from Slack
- Daily summary in channel
GitHub Integration Example:
- Reference issues in conversations
- Create issues from AI suggestions
- Link PRs to discussions
- Track development progress
- Automated status updates
Managing Integrations
Integration Settings:
- Choose notification types
- Set up webhooks
- Configure permissions
- Map users between systems
- Set sync frequency
Best Practices:
- Start with one integration
- Test thoroughly before team rollout
- Document integration workflows
- Train team on features
- Review usage regularly
Automating Team Workflows
Save time with automated workflows and templates:
Workflow Automation
Common Automations:
- Welcome new team members
- Weekly standup threads
- Project kickoff templates
- Meeting summaries
- Task assignments from chat
Creating Workflows
-
Go to Team Settings > Workflows
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Click "Create Workflow"
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Choose a trigger:
- Time-based (daily, weekly)
- Event-based (new member, project start)
- Keyword-based (specific phrases)
- Manual trigger
-
Define actions:
- Create new thread
- Send notifications
- Generate summary
- Assign tasks
- Update project status
-
Set conditions (optional)
-
Test and activate
Workflow Examples
Weekly Team Standup:
- Triggers every Monday at 9 AM
- Creates thread with template
- Tags all team members
- Includes previous week summary
- Prompts for updates
Project Completion:
- Triggers when project marked done
- Generates final report
- Archives related threads
- Notifies stakeholders
- Creates lessons learned doc
Customer Feedback Loop:
- Triggers on feedback keyword
- Extracts key insights
- Creates action items
- Assigns to team members
- Schedules follow-up
Managing Workflows
Workflow Controls:
- Enable/disable workflows
- Edit triggers and actions
- View execution history
- Set error notifications
- Clone successful workflows
Best Practices:
- Start simple, add complexity
- Test before team-wide rollout
- Document workflow purpose
- Review effectiveness monthly
- Get team feedback
Real-World Team Success Stories
See how teams use Nugget to collaborate effectively:
Marketing Team at TechCorp
Challenge: Scattered campaign planning across emails and meetings
Solution with Nugget:
- Created project workspaces for each campaign
- Used AI to brainstorm creative concepts
- Shared market research in team threads
- Tracked campaign performance together
Results:
- 40% faster campaign launches
- Better creative consistency
- All decisions documented
- Team alignment improved
Product Development at StartupXYZ
Challenge: Remote team struggling with async communication
Solution with Nugget:
- Daily standup threads with AI summaries
- Shared product specs and discussions
- Integrated with Jira for task tracking
- Used AI for technical documentation
Results:
- Reduced meeting time by 60%
- Faster feature development
- Better knowledge retention
- Improved team morale
Consulting Firm Teams
Challenge: Knowledge sharing across client projects
Solution with Nugget:
- Created knowledge base of best practices
- Shared client insights (with permissions)
- Used AI to analyze patterns
- Built reusable templates
Results:
- Junior consultants ramped up faster
- Consistent quality across projects
- Client satisfaction increased
- Institutional knowledge preserved
Troubleshooting Team Features
Quick solutions to common team collaboration issues:
Can't Share Threads
Problem: Share button is disabled or missing Solutions:
- Check your team role (need Member or above)
- Verify team features are enabled
- Ensure you own the thread
- Check team subscription limits
Missing Team Members
Problem: Invited members don't appear Solutions:
- Check if invitation was accepted
- Verify email address was correct
- Resend invitation if expired
- Check spam folders for invite
Permission Issues
Problem: "Access denied" errors Solutions:
- Confirm your role with team admin
- Check specific thread permissions
- Ensure you're logged into correct account
- Clear browser cache and re-login
Sync Problems
Problem: Changes don't appear for team Solutions:
- Check internet connection
- Refresh the page
- Verify you're in the same team workspace
- Contact support if persists
Integration Failures
Problem: Connected tools not working Solutions:
- Re-authenticate the integration
- Check integration permissions
- Verify webhook URLs
- Test with simple example first
Tips for Team Success
Maximize your team's effectiveness with these strategies:
Building Team Culture
Foster Collaboration:
- Celebrate shared wins
- Encourage knowledge sharing
- Create casual chat threads
- Recognize contributions
- Share learning moments
Establish Norms:
- Set response time expectations
- Define urgent vs normal priority
- Create naming conventions
- Agree on emoji meanings
- Document team processes
Scaling Your Team
Growing from 5 to 50:
- Create sub-teams or departments
- Implement clear hierarchies
- Set up approval workflows
- Define escalation paths
- Regular team syncs
Maintaining Quality:
- Onboard new members properly
- Create team handbook
- Regular training sessions
- Peer mentoring system
- Feedback loops
Advanced Collaboration
Cross-functional Teams:
- Create project-specific workspaces
- Define clear roles
- Set up integration touchpoints
- Share context effectively
- Track dependencies
Remote Team Excellence:
- Async-first communication
- Clear documentation
- Regular video check-ins
- Timezone awareness
- Virtual team building
Getting Started Checklist
Ready to transform how your team works? Follow this checklist:
Week 1: Foundation
- [ ] Create your team workspace
- [ ] Invite 2-3 key team members
- [ ] Share your first thread
- [ ] Set up basic permissions
- [ ] Try a team brainstorming session
Week 2: Adoption
- [ ] Invite rest of team
- [ ] Create team guidelines
- [ ] Set up first integration
- [ ] Run a project in Nugget
- [ ] Review initial analytics
Week 3: Optimization
- [ ] Create workflow automations
- [ ] Build team templates
- [ ] Customize AI personality
- [ ] Gather team feedback
- [ ] Refine processes
Week 4: Scale
- [ ] Expand to other departments
- [ ] Document best practices
- [ ] Train team champions
- [ ] Measure productivity gains
- [ ] Plan next improvements
Next Steps
Now that you understand team collaboration in Nugget:
- Start small - Begin with a pilot project
- Get feedback - Listen to your team's needs
- Iterate quickly - Adjust based on usage
- Share successes - Celebrate team wins
- Keep learning - Explore advanced features
Remember, the best collaboration happens naturally. Nugget is designed to enhance how your team already works, not replace it. Start with one feature, master it, then expand.
Your team's collective intelligence combined with AI assistance will help you achieve things you never thought possible. Welcome to the future of teamwork!
Happy collaborating!