All Playbook pagesPage 11 of 12
Working as a team
Getting more from agents together than each person alone.
Bring people into the chat
- Starting out
Start private while you work something out, then share the chat once it is useful. Everyone sees the whole conversation and talks to the same agent.
- Everyday
In a shared chat the agent knows who sent each message, and only does what that person is allowed to do. Say who should do what: "John, can you check the figures the agent found?"
Share what works
- Everyday
Put team know-how in the team's instructions: client names, house style, where things live. Every team chat then starts already knowing it.
- Everyday
Turn your best prompts into skills for the organisation. One person works it out; everyone gets the result.
- Often missed
When something works well, share the chat with a colleague. Seeing a real chat teaches more than any guide.