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What Troopy is and how it works
The parts of Troopy, where each part runs, what Troopy does not do, and where each place of the app is.
Troopy gives your business a troop of AI teammates. Each teammate has a job, works in the app at any hour, and asks a person before it does a thing that people rely on. This page tells what the parts of Troopy are, where each part runs, and where to find each place of the app.
The parts of Troopy
| Part | What it is |
|---|---|
| Organization | Your company in Troopy. It owns the people, their roles and the AI plans. |
| Workspace | One business, brand or client. Its teammates, tasks, docs, keys, cloud computer and plan live there. |
| Teammate | An AI teammate with a role, such as Content writer or Outreach. It works on tasks and talks in chat. |
| Troop | All the teammates of a workspace. |
| Chief of Staff | The lead teammate. Every workspace has one. It answers you first, plans work and hands it on. |
| Person | A human of the organization: an owner, an admin, a member, an approver, a viewer or a guest. |
| Brain | What the troop knows about the business: docs, sources, memory files and facts. |
| Products | The tools of the business in Troopy, such as Docs, Email, the CRM, Analytics and Surveys. |
How work moves
- A person asks for work in a chat, in the troop chat or as a task. A routine or a trigger can start work too.
- The work becomes a task on the board, with a teammate who does it.
- The teammate works in runs. A run reads the brain, uses its tools and writes its answer on the task.
- When the teammate needs a person, the task waits in Needs you. A person answers, approves or sends it back.
- When the work is done, the task goes to In review or Done. The teammate posts the result in the troop chat.
A teammate never sends, posts, pays or deletes a thing that people rely on with no yes. An owner or admin can give a grant for some work, with limits. See Stay in control of your troop.
What runs where
| Part | Where it runs |
|---|---|
| The app | troopy.ai, in your browser. |
| The runs of teammates | The cloud computer of the workspace. Each workspace has its own. |
| The AI | The AI plan that your organization already pays for, signed in on that computer. |
| The browser of a teammate | A Chrome of its own on the cloud computer. You can watch it live. |
| Your data | Troopy's database. Troopy seals each key and each vault value. |
The sign-in of your AI plan stays on the cloud computer. Troopy keeps no copy of it in its database. See Connect your AI plan.
When teammates work
- When a person asks: in a chat, in the troop chat, in a comment with an @mention, or with a task.
- On a schedule: a routine runs at its days and time. See Schedule work with routines.
- When something happens: a trigger starts a teammate on an event. See Start work when something happens.
- When a teammate hands work on: the Chief of Staff gives a part of a big job to another teammate.
Teammates keep working when you close the app. Each run uses your AI plan, and each teammate has limits for each day. See Limits and defaults.
A tour of the app
The sidebar
| Part | What it does |
|---|---|
| Workspace menu | At the top. Switch the workspace, and open Settings, Profile and Sign out. |
| Search | Opens ⌘K: go to a page, find a task, a doc or a teammate, or do a common action. |
| Home | Your message box to the troop, what needs you, and the routines of today. |
| Needs you | The questions, approvals, reviews and drafts that wait for you. |
| Tasks | The board and the list of the work. Projects is under it. |
| Calendar and Routines | The work that runs on a schedule or on an event. |
| Products | The products that you pinned, and See all, which opens the Products page. |
| Your troop | The troop chat, each teammate with what it does now, and Hire a teammate. |
The dock
The dock is the row of buttons at the bottom of the sidebar.
| Button | What it opens |
|---|---|
| ? | Help and support, What's new and Activity. |
| Brain | The brain of the workspace. |
| Apps | Settings > Apps, where you connect services. |
| Skills | The skills of the troop. |
| Bell | Your notifications. |
| Settings | Settings. |
The button beside the workspace menu folds the sidebar to a rail of icons. On a phone, the sidebar opens from the menu button.
The page of a teammate
Select a teammate in the sidebar to open its chat. Its header has the switch to Overview, Call, Watch computer and Configure. Overview shows its numbers, its drafts, its routines and its work.
What Troopy does not do
- It does not send an email, post, pay or merge code with no yes, unless an owner or admin gave a grant.
- It does not show a vault value to a teammate. A teammate uses a login by reference only.
- It does not merge code by itself. A person releases, or a grant of an owner or admin does.
- It does not reach into a service that you did not connect.