Troopy gives your business a troop of AI teammates. They work in the app around the clock, and a person decides what goes out. These docs are for the people of a workspace. They show how to set up Troopy, give work to the troop, use each product and fix problems.
Get started
What Troopy is and how it worksThe parts of Troopy, where each part runs, what Troopy does not do, and where each place of the app is.Get started: from sign-up to your first taskSign up, set up your business, connect your AI plan, meet your Chief of Staff and give the troop its first task.Connect your AI planConnect the AI plan that your troop runs on, and add, order or replace plans later in Settings.
Work with your troop
Use HomeWhat Home shows: the message box, what needs you, the routines of today and the routines to hand over.Give your troop work that it can finishGive work in a message or as a task, and write a brief that a teammate can finish with no guesses.Talk in the troop chatUse the one group chat of people and teammates: threads, mentions, reactions and the updates of teammates.Chat with a teammate and call itTalk to one teammate in its chat, attach docs and files, ask for a skill, and talk to it by voice.Track work on Tasks and projectsRead the board and the list, filter them and save views, steer a task with comments, and group work in projects.Answer what needs youApprove calls, answer questions, and review finished work, drafts and replies in Needs you.Schedule work with routinesTurn on a template, make a routine on a schedule, run it now, pause it or give it to another teammate.Start work when something happensStart a teammate with an event in Troopy or a webhook from another app, and see what each event did.Add and manage skillsTurn skill packs on, write your own skills, teach a task by showing it once, and approve what teammates learn.See what your troop didFollow Activity, read the steps of a run, and stop a run that goes the wrong way.Choose your notificationsUse the bell, and choose which events reach you in the app and by email.
Products
Open and pin productsFind every product of Troopy on the Products page, and pin the ones that you use to the sidebar.Write and share docsWrite in the shared editor, use folders and properties, import from Notion or Google Docs, comment and read the history.Teach the brain about your businessAdd sources, let Troopy learn your website, search what the troop knows, and keep the records of people and companies.Set up your brandKeep the logos, colours, fonts, voice and competitors of your business, so that teammates follow them.Use Email and the inboxes of teammatesRead all mail in one list, write and answer from your mailboxes, and set up the inboxes of teammates.Keep lists of people and companiesBuild lists, add columns that fill themselves, import and export CSV, and ask Outreach to find leads.Send email campaignsWrite a campaign, review its emails, send from your own mailboxes, turn on Autopilot and sort the replies.Understand your customersSee who pays and who is at risk, keep what customers said, and read the PMF score, segments and roadmap.Ask your users with surveysShow a short survey in your product, start the next round, and read the answers and the PMF score.Set up website analyticsAdd the script to your website, connect revenue, set goals, and read visitors, sources and search keywords.Answer visitors with a support botMake a chatbot for your website, choose what it knows and who answers, add it to your site and read the conversations.Get answers with ResearchAsk a question, let the Researcher search the web, and read a report whose sources Troopy checked.Keep your interviewsKeep conversations with customers and experts as docs, import them, and find them again in search.Draw together on a canvasDraw with stickies, shapes and arrows, vote, run a timer, share a guest link, and turn notes into tasks.Answer payment disputesLet Troopy prepare the evidence of each dispute from Stripe, Dodo Payments or Paddle, and send it.Keep logins and secrets in the VaultKeep logins, keys and cards, choose who can use them, and lock private items with your passkey.Write articles for XAsk the Social media manager for an X article with pictures, check its numbers and copy it to X.
Engineering
Ship code with engineering ticketsTake a ticket from Analyze to Release: approve the plan, follow the pull request and release the change.Test your product with the QA testerAdd places to test, write tests, schedule checks and read the reports of the QA tester.Catch the errors of your appsSend the errors of your apps to Troopy, read each incident, and turn one into a bug ticket.
Manage your troop
Hire and manage teammatesHire a role, name a teammate, change its face and voice, set its limits, pause it or let it go.Choose AI plans and modelsChoose the plan and the model of the troop, the plans to try next, and a model for one teammate.Switch tools on and offSee every tool that teammates use and its calls, and switch a family or one tool off for the troop.Manage what your troop remembersEdit the memory files, check the facts that teammates saved, and correct a note that is wrong.Watch the computer of your troopSee the screen of your cloud computer live, take over the mouse and keyboard, and give control back.Stay in control of your troopApprovals, standing rules, limits and the grants that let some work go with no yes.Invite people and choose their rolesInvite people, choose a role, give a person some products only, and share products with client guests.Use organizations and workspacesMake a workspace for each business or client, switch between them, and set up a workspace.Pick a plan for a workspaceStart with the Trial, pick Pro or Ultra for each workspace, and change the plan, the card or the invoices.Share a read-only view of your workspaceTurn on a public link to the troop, the board and the docs, and turn it off or make a new one.Download a backupDownload all the data of a workspace as one JSON file, and see what the file holds.Talk to your troop on TelegramLink your Telegram, give the workspace a bot of its own, and answer approvals from your phone.Manage your accountChange your profile, password, passkeys and appearance, and the apps and keys that act for you.
Troubleshooting
Fix setup problemsFind the message that you see at sign-up or during setup, and fix its cause.Fix a teammate that is stuckFind out why a teammate does not answer or a run failed, and fix the cause.Fix email problemsFix mailboxes that do not connect, sends that fail, bounces, domains and mail that does not come.Frequently asked questionsShort answers to the questions that people ask about Troopy, with links to the pages that tell more.Get helpFind an answer in the docs, ask your Chief of Staff, or write to the Troopy team.
Reference
Limits and defaultsLook up the caps, time limits and default values that you can meet in Troopy.Settings referenceLook up each page of Settings, what it holds and who can change it.Statuses and what they meanLook up each status of tasks, teammates, runs, routines, campaigns and email, and what it means.Search and keyboard shortcutsWhat ⌘K finds, and every keyboard shortcut of the app.GlossaryWhat each word of Troopy means, and the page that tells more.
Apps
The services that a workspace connects, what Troopy reads in each one, and how to connect it.
Developers
Each part of Troopy is an operation of its API, a tool of its MCP server and a command of its CLI.