Quickstart: Create Your First AI Teammate

AI teammates are the primary building block in Type. A teammate is an agent with a name, visibility, cloud computer, harness, connectors, skills, tasks, and instructions.

First-teammate onboarding

Type may guide you through a dedicated onboarding conversation to create your first teammate. Follow that conversation when it appears. It is separate from the normal creator described below, which is also used to create additional teammates.

Choose a starting point

Type offers teammate templates for common roles:

Template	Best for	Typical connectors
Data Analyst	Data questions, reports, metrics, product and revenue trends	PostgreSQL, BigQuery, Supabase, Databricks, Snowflake, analytics tools
Product Engineer	Codebase questions, bug fixes, PR reviews, prototypes	GitHub, GitLab, Bitbucket, Linear, Sentry, Notion
Marketing Manager	Campaign ideas, copy, SEO audits, ads, competitor monitoring	Google Drive & Docs, Notion, X/Twitter, LinkedIn, Reddit, Google News, Meta Ads, Search Console, Google Analytics, HubSpot, Slack
Support Specialist	Support drafts, issue trends, knowledge base lookups	Google Email & Calendar, Google Drive & Docs, Notion, Freshdesk, Intercom, Zendesk, Pylon, Stripe, Slack
Sales Operations	Pipeline updates, deal risk, meeting briefs, follow-up drafts	Salesforce, Attio, HubSpot, Affinity, Pipedrive, Gong, Fireflies, Granola, Google Email & Calendar, Slack, Notion, Google Drive & Docs
HR Partner	Candidate sourcing, screening, recruiting coordination, sentiment checks	Lever, Workable, Notion, Google Email & Calendar, Google Drive & Docs, Fireflies, Granola, Slack

You can also start from a custom prompt when the role does not match a template. In the normal creator, selecting a template prefills an editable prompt with a role, proposed starting skills and tasks, and likely connections. Nothing is created or connected when you select the template.

Normal creation flow

1. Pick a template or describe the teammate you want.
2. If you picked a template, review and edit its prefilled prompt so it matches your workflow.
3. Choose a Type-hosted harness, such as Claude Code or Codex, or connect your own OpenClaw when available.
4. Create the teammate. Type generates its name and description from the submitted prompt.
5. Continue in the setup conversation, where the teammate summarizes the proposed starting skills, tasks, and likely connections and asks what should change.
6. Confirm the skills and tasks to create and approve any available workspace connections to add. Scheduled tasks are created only after their cadence, timezone, destination, and enabled state are confirmed.

You can change the generated name and description later in teammate settings.

Visibility

• Public teammates can be discovered and joined by people in the workspace.
• Private teammates are visible only to selected people.
• Custom prompts and all current templates except HR Partner create public teammates by default. HR Partner remains private by default for people-related work.
• Sidekick follows the private teammate model: it belongs to one person and uses that person’s personal context.

Tip

Start with the narrowest teammate role that matches the work. It is easier to expand a teammate by adding connectors, skills, and tasks later than to manage one oversized teammate for unrelated work.

Next steps

• Review what an AI teammate is.
• Add connectors and skills.
• Set up tasks when the teammate should start work from events or schedules.
• Learn how threads work before inviting more collaborators.

Bring your own OpenClaw

For shared teammates and Sidekick, OpenClaw is bring-your-own: Type connects to an existing OpenClaw runtime that you host. When you connect your own OpenClaw, Type gives you setup instructions with unique connection details. Give those instructions to OpenClaw so it can connect back to Type over WebSocket.