Guides
Guides are scenario walkthroughs. Each one starts from a business outcome, then shows how chat, agents, knowledge bases, skills, integrations, triggers, and channels work together.
Use this section when you know the problem you want to solve but not which TeamMate feature to open first.
Browse guides
| Section | Use it when |
|---|---|
| Browse all guides | You want the full guide catalog in one place. |
| By difficulty | You want to pick a guide by setup effort. |
| By department | You want examples for a specific team such as Sales, Support, Finance, HR, IT, Marketing, Operations, or Executive workflows. |
| By pattern | You want to reuse a common automation pattern such as intake, triage, research, review, or scheduled reporting. |
| By industry | You want examples shaped around a business context. |
| Anatomy of a guide | You want to understand how each guide is structured before following one. |
How to choose a guide
Start with the department closest to the team that owns the work. If the guide is not an exact match, keep the pattern and swap the data sources, agent instructions, and channel.
For example, an inbound SDR guide and a customer-support escalation guide both use the same building blocks: a trigger receives work, an agent reads context, tools or skills do the action, and a channel sends the result back to people.
What every guide includes
- The business outcome the guide is meant to produce.
- The TeamMate features involved.
- The workspace setup and permissions to check first.
- The agent, knowledge, trigger, channel, and integration choices.
- A verification step so you know the workflow is working.