Team & Collaboration Overview

Solo supports team collaboration, allowing multiple people to work together with AI agents in a shared workspace.

What is Team Collaboration?

Team collaboration in Solo enables:

  • Multiple team members: Invite people to your Solo Identity
  • Shared agents: Agents work for the entire team
  • Role-based access: Control what team members can do
  • Collaborative workflows: Work together on projects
  • Shared inbox: Collaborate on emails and tasks

How It Works

Solo Identity as Workspace

Your Solo Identity is the shared workspace:

  • Team members: People you invite to your identity
  • Shared agents: Agents available to all team members
  • Shared inbox: All team members see relevant emails
  • Shared tasks: Collaborate on tasks together
  • Shared settings: Team-wide configuration

Agent Collaboration

Agents work for the team:

  • Team agents: Agents available to all team members
  • Agent assignments: Assign agents to specific team members
  • Shared context: Agents understand team context
  • Collaborative actions: Agents coordinate with team

Team Structure

Identity Owner

The person who created the Solo Identity:

  • Full control: Can manage all aspects
  • Invite members: Add team members
  • Manage roles: Assign roles and permissions
  • Configure settings: Set team-wide settings

Team Members

People invited to the Solo Identity:

  • Access level: Based on assigned role
  • Can use agents: Access to team agents
  • Can collaborate: Work with team on tasks
  • Limited control: Based on permissions

Roles and Permissions

Different roles have different permissions:

  • Owner: Full control
  • Admin: Most permissions
  • Member: Standard access
  • Viewer: Read-only access

Key Features

Shared Agents

  • Team agents: Available to all team members
  • Agent assignments: Assign agents to specific members
  • Agent visibility: See what agents are doing
  • Agent configuration: Configure agents for team use

Shared Inbox

  • Team emails: See relevant team emails
  • Email assignments: Assign emails to team members
  • Collaborative replies: Work together on responses
  • Email visibility: Control who sees what

Shared Tasks

  • Team tasks: Tasks visible to team
  • Task assignments: Assign tasks to team members
  • Task collaboration: Work together on tasks
  • Task tracking: Monitor team task progress

Getting Started

Invite Team Members

  1. Go to Team in sidebar
  2. Click "Invite Member"
  3. Enter email address
  4. Assign role (Admin, Member, Viewer)
  5. Send invitation
  6. Member accepts and joins team

Set Up Team Agents

  1. Go to Team → Agents
  2. Configure agents for team use
  3. Assign agents to team members
  4. Set permissions for agent access
  5. Test collaboration

Best Practices

Start Small

  • Begin with 1-2 team members
  • Add members gradually
  • Test collaboration features
  • Refine as you go

Define Roles Clearly

  • Assign appropriate roles
  • Set clear permissions
  • Document role responsibilities
  • Review roles regularly

Use Shared Agents

  • Create team-focused agents
  • Assign agents appropriately
  • Monitor agent activity
  • Optimize agent configuration

Next Steps

Version: 1.0
Last Updated: November 2025