Guide

How to set up a team document workspace

A shared workspace works when the right documents are in it and the right people can ask. This is the order to do it in with Étoiles Cloud.

Setting up

1. Pick a plan for the team size. Business Starter is for up to 5 people, Business up to 50, Business Plus up to 200. See pricing.
2. Create the account. Confirm your email and set up a second sign-in step: an authenticator app or a passkey.
3. Choose the plan and pay. Your workspace is set up for you automatically after payment; your account shows its status.
4. Decide what goes in. Start with the documents people ask about most: policies, handbooks, manuals, price lists. PDF, plain text and Markdown files work today.
5. Upload them. Upload files one by one or a whole folder.
6. Group them in collections by topic or client, so people can ask inside one group.
7. Invite your team by email. Give most people the Reader role, which can search and ask but cannot add or remove documents.
8. Ask something yourself first. Open the citations and make sure the answers point to the right passages before you announce it.

Keeping it useful

• Replace old versions of documents so answers do not cite last year's policy.
• Ask the new starter's ten most common questions and check the answers.
• Remember that answers are written by AI and can be wrong; encourage people to open the citation.

What is not there yet

Connections that sync from other services, and sharing a single collection with people outside the workspace, are not available. You add documents by uploading them.

For the case for a team workspace, see a team knowledge base and AI search for your team's shared documents.