Agent-readable Map

This page is optimized for agents and support writers. It uses canonical product terms first, then notes common codebase names.

Canonical terms

User-facing term	Codebase or implementation term	Meaning
AI teammate	`channel`, `agent`, default channel agent	Agent space with settings, members, threads, skills, connections, and tasks.
Prompt template	`ChannelCreationTemplate`, legacy blueprint ID	Editable starting request for the normal teammate creator. It can propose skills, tasks, and likely connections but does not provision them when selected.
Thread	`thread`, conversation messages	A task or conversation inside a teammate, ping, inbox, or Sidekick surface.
Connector	integration, toolkit, app	App, API, or data source Type knows how to use.
Connection	credential, OAuth grant, API key config	Configured integration between Type and an app; can be personal or organization-level, then assigned to teammates.
Skill	skill, slash command	Reusable Markdown instructions with optional scripts and assets.
Task	automation (former name), event source, rule	Scheduled or event-driven trigger that starts teammate work.
Memory	memory shard, `MEMORY.md`, `memory_summary.md`	Useful context Type saves from prior activity and scopes to an organization, AI teammate, or user.
Document	doc, editable file	Editable written file that people and AI teammates can create, reference, revise, share, and update.
App	app, preview app	Teammate-built web app, often with its own database, that can be shared and connected to integrations or tasks.
Library	files, channel library	Sidebar surface for browsing apps, documents, PDFs, uploaded files, and other items created in channels.
Sidekick	sidekick agent	Private AI teammate for one user.
Pings	DM, direct message	One-on-one human conversation.
Inbox	inbox item	Personal notification queue with unread, read, and archived states.
Triage	channel triage view	Focused review mode for teammate threads.
Feed	channel feed view	Broader activity stream for a teammate.
Harness	`AgentHarness`	Runtime such as Type-hosted Claude Code or Codex, or user-hosted OpenClaw.

Product object map

workspace:
  contains:
    - members
    - connected_integrations
    - ai_teammates
    - pings
    - sidekick
    - inbox

ai_teammate:
  has:
    - name
    - visibility
    - harness
    - cloud_computer
    - email_address
    - connectors
    - connections
    - skills
    - tasks
    - custom_instructions
    - memory
    - threads
    - documents
    - apps

thread:
  can_include:
    - human_messages
    - ai_messages
    - files
    - skill_invocations
    - app_mentions
    - human_mentions
    - tool_calls
    - previews
    - documents
    - apps

Main user journeys

First-teammate onboarding: when shown, use the dedicated onboarding conversation. This is separate from the normal creator’s prompt-template flow.
Create teammate in the normal creator: choose a prompt template or write a custom prompt, edit it, choose a harness, and create. Type generates the name and description, then the setup conversation confirms proposed skills, tasks, and connections before creating or adding them.
Configure teammate: adjust general settings, connectors, connections, skills, tasks, notifications, and access.
Start work: open a thread, mention people/apps/skills, attach files, decide whether AI should respond.
Create documents and apps: ask teammates to create documents for written work or apps for structured workflows, then review them with collaborators.
Review work: inspect tool calls, open previews, continue the thread, close the thread when finished, and reopen it if the work becomes active again.
Manage attention: use Feed/Triage for teammate thread review, Inbox for notifications, notification preferences to control what arrives, and Command-K for navigation.

Template registry

In the normal creator, these templates prefill editable prompts. Selection alone does not create skills or tasks or add connections. Custom prompts and all templates except HR Partner are public by default; HR Partner is private by default.

Template title (user-facing)	Internal template ID	Handle aliases	Default visibility	Connection guidance
Data Analyst	`data-insights`	`data-analyst`	Public	Live reporting needs one data source; other analytics, billing, and reporting destinations are suggestions.
Product Engineer	`product-expert`	`software-engineer`, `product-engineer`	Public	Repository work needs one source code host; issue tracking, observability, analytics, docs, and chat are suggestions.
Marketing Manager	`market-pulse`	`marketing-manager`	Public	Documents, social networks, news, ads, analytics, CRM, and chat are suggestions.
Support Specialist	`support-triage`	`support-specialist`	Public	Helpdesk, knowledge, billing, issue tracking, and an escalation destination are suggestions.
Sales Operations	`sales-operations`	none	Public	CRM, meeting notes, email and calendar, documents, and chat are suggestions.
HR Partner	`hr-partner`	none	Private	ATS, email and calendar, documents, meeting notes, and selected Slack channels are suggestions.

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