Features of the Enterprise offer: your own model and tool keys, analytics export and the analytics references.

Enterprise

The tables, views and columns of the analytics dataset of a dedicated instance, for data analysts and BI teams.

Data Model Reference (Enterprise Single Tenant)

What each Analytics indicator measures, how to read its trend badge and how it is calculated.

KPI Reference Guide

Connect your organization's own account with a model provider and give its models to your Mates.

Using your own model provider keys (BYOK)

What the analytics data export contains, how to get access and where to find the reference.

Exporting your analytics data

Run Tool Store tools, such as image generation, on your organization's own vendor key, and change the key later.

Using your own keys for tools

Connect your Azure OpenAI or Azure AI deployments and add their models to your organization.

Connecting Microsoft Azure models

Sign in at your company's own address and see what changes on a dedicated instance.

Using a dedicated instance

app allmates.ai

Every improvement we ship to allmates.ai, big and small. Updated continuously as changes reach production.

What's New

New updates and improvements to allmates.ai. Bigger releases get their own announcement.

Latest updates

Learn about allmates.ai, its core concepts, and how it can transform your team's collaboration and productivity.

Discover allmates.ai

The idea behind allmates.ai: AI teammates, called Mates, that work with your team where it already collaborates.

Welcome to Your AI Collaboration Team: The Future of Work, Today

Four steps from your invitation to your first conversation with a Mate.

Your First 10 Minutes in allmates.ai: A Quick Start Guide

What consumes credits, where to see your balance, what the low-credit alerts mean and what stops at zero.

Understanding credits

Quick guides to help you set up your account, navigate the interface, and begin your first conversations with Mates

Getting Started

Create your allmates.ai account from an invitation and sign in with email, Google or Microsoft.

Creating Your Account

A tour of the sidebar, the main area and the Account page for new members.

Navigating the allmates.ai Interface

Start a private chat with a Mate, send your first message and find your chats again.

Starting Your First Chat with a Mate

Use allmates.ai in your browser, on your phone or as an installed app, and find the install options in Apps & extensions.

Accessing allmates.ai on Any Device

A glossary of the words you meet in allmates.ai, from organization to mentions.

Understanding Key Concepts and Terminology

Create a workspace, choose who can see it and add its first members.

Creating Your First Workspace

Exclude, copy, update, delete or rate a message, and know what each message action does.

Managing Messages in Your Conversations

Where each search field is, what it finds by name or title, and what it does not search.

Finding conversations, workspaces, Mates and tools by name

Activate the free plan for a new organization, see your free credits and upgrade when you need more.

Starting on the free plan

Start a conversation that your workspace members share, with the Mate of your choice.

Starting a conversation in a workspace

Understand the status banner and the maintenance page, and what to do when you see them.

Service notices and maintenance

Master the collaboration features of allmates.ai to create effective team spaces and improve communication.

Work Better Together

Choose between a private chat and a workspace conversation: who sees it and when to use each.

Private chat or workspace conversation

Best practices to plan, set up and maintain the workspaces of your organization.

Creating Effective Team Spaces (Workspaces)

Set up the context, choose the Mates and direct a workspace conversation where several Mates work.

Building Multi-Mate Project Teams

Attach files, images and screenshots to a message with the paperclip, drag and drop, or copy and paste.

Adding Attachments to Your Messages

Use active (@) and passive (@@) mentions to direct a message to Mates and colleagues.

Communication Best Practices: Mastering Mentions

See what sends you a notification, where it shows, and how to read, archive and filter your Inbox.

Understanding and Using Notifications

Allow browser notifications in allmates.ai, your browser and your system, and fix them when they do not appear.

How to Enable and Troubleshoot Notifications

Learn how to organize, pin, archive, move, and contextualize your conversations within a Workspace using the Quick Action menu and the Brief & Details panel.

Managing Your Workspace Conversations

Switch a workspace between Public and Private, and see who can make the change.

Changing Your Workspace Privacy Settings

Learn how to create, nest, and manage folders in allmates.ai to organize your workspace conversations and customize your sidebar layout.

Organize workspace conversations with folders

Turn the organization and workspace context on or off for a workspace, a conversation or a Mate.

Choosing the context a Mate sees

Save a whole conversation as a Docx, PDF or Markdown file, copy one message or export one document.

Exporting a conversation

List every file of a conversation, open or download it, and choose how each file reaches the Mates.

Finding the files of a conversation

Create a read-only public link to a conversation, set its expiration, and manage or delete your links.

Sharing a conversation with a public link

Read the presence dots on members' avatars and the typing indicator in shared conversations.

Who is online and who is writing

Discover how to create, customize, and manage your ideal set of AI collaborators for your organization.

Build Your Mate Ecosystem

Attach and detach tools on a Mate's Tools tab, and know when a tool change reaches conversations.

Managing a Mate's Tools: Attaching and Detaching Capabilities

Rename a Mate from its page or the Mates list, and know that a rename also publishes its pending changes.

How to Rename a Mate

Duplicate a Mate to experiment safely or cross-validate answers with another model, and see what the copy keeps and resets.

How to Duplicate a Mate (Clone & Cross-Validate)

Export a Mate as a .zip file and import it into the same or another organization, and see what the file contains.

Exporting and Importing Mates: Share and Backup Your Configurations

Set a Mate's model, temperature, thinking effort, answer length, context and widgets, and learn when your changes apply.

Configuring Mate Capabilities

Create a Mate automatically, set each field yourself or import it, then change its avatar and write its instructions.

Creating a Mate

Add a ready-made Mate from the Mates Store to your organization in one click, then adjust it like any other Mate.

Adding a Mate from the Mates Store

Search and filter the Mates list, act from a Mate card and understand the Verified, Beta and Deprecated badges.

Browsing your Mates: filters and badges

Tips and techniques to become a power user and work efficiently with allmates.ai

Optimize Your Experience

Exclude a message from the context so your Mates stop reading it while your team still sees it.

Mastering Hidden Messages: Optimize Context

Dictate a message with the microphone of the message box and review the text before you send it.

Using Speech-to-Text: Talk, Don't Type!

Discover how Interactive Widgets (Rich Documents, Charts, Carousels, and Code Blocks) in allmates.ai transform how Mates present information, making data more visual, engaging, and easier to understand.

Experiencing Richer Interactions with Interactive Widgets

Search, sort, download as CSV and copy the tables your Mates show in their answers.

Using the Interactive Table Widget for Data Display

Install the browser extension, send page content to your conversation, record meetings and set up the side panel.

allmates.ai Browser Extension Guide

Replay a conversation message by message, automatically or in Film mode to run a demo or present results.

Conversation Replay: Present Your Chats Like a Pro

Choose whether Enter or Cmd/Ctrl + Enter sends your messages, and see when sending is blocked.

Customizing Your Message Send Shortcut

Schedule a Mate to run a prompt at a set time and frequency, manage your schedules and follow their runs.

Scheduling Your Mates for Automated Workflows

Send the note taker to a meeting or record from your browser, then get the summary, action items and transcript.

Recording and summarizing meetings with the AllMates extension

Choose one of the 8 interface languages and a light, dark or system theme in your preferences.

Changing the interface language and theme

Learn how to enhance your Mates' capabilities by providing knowledge and optimizing their instructions.

Make Mates Smarter

Upload files to a Mate's Knowledge tab, follow their processing, choose an integration mode per file and remove files.

How to Add and Manage Files in Mate Knowledge

How Mate Knowledge gives a Mate files it uses in every conversation, and when to use it instead of an attachment.

Supercharging Mates with Knowledge (Overview)

All documentation related to organization management, security, roles, and permissions.

Administration & Security

Complete documentation of the allmates.ai Analytics dashboard

App Analytics

Open Analytics, find your way around the header and the sidebar, pick a period and switch organization.

Getting Started with Analytics

Read the Overview, Engagement, Mates and Usage dashboards to follow adoption, retention and usage.

Strategic Dashboards

Follow tool calls, attachments, errors, credits and each member's activity in the operational dashboards.

Operational Dashboards

Save a group of members as a segment and filter every Analytics dashboard to that group.

Segments: compare teams across every dashboard

See your own messages, conversations, Mates, tokens and credits on the User Activity page.

Viewing your own activity

Add the Allmates Analytics tool to a Mate and ask it about your organization's usage in a conversation.

Asking a Mate about your analytics (Allmates Analytics tool)

Which role and plan a member needs for each feature: organization roles, plans and workspace roles.

Managing Roles, Plans, and Permissions

Control who can see, use and configure each Mate: the roles, privacy by default and the ownership safeguards.

Mastering Mate Authorizations

Decide who can manage a tool and who can attach it to Mates, and what each tool role allows.

Mastering Tool Authorizations

Change your organization's name, photo and description, and see what reaches your Mates.

Organization settings

Buy credit packs, change your subscription and download your invoices from the Plans & billing tab.

Buying credits and managing your subscription

Invite members by email or with an invitation link, choose their role and plan, and suspend a member.

Managing members

Who sees what in allmates.ai, how your model choice affects your messages, and who to contact for security and privacy questions.

Security and data protection

Switch between your organizations, join or create one, and find the right address for your company.

Organizations, instances and URLs

Learn how to leverage Mates equipped with specific Tools to accomplish common tasks like research, image generation, document analysis, and task automation.

Using Tools Capabilities

You'll find here everything you need to know about tools available through the store.

Tools Catalog

Install the Qlik (official) tool with your Qlik OAuth client, then connect each member's Qlik account.

Qlik Official MCP Server

Give a Mate a web search tool, check that it has one, and ask for research with linked sources.

Performing Web Research with Search Tools

Discover all available tools on allmates.ai to enhance your productivity. From web searches to content generation, learn how to leverage each tool's capabilities in your daily workflows.

Tools & Integrations

What a tool is, the kinds of tools a Mate can use, and where you find and manage them.

Introduction to Tools

Browse the Tool Store, install a tool in one click and attach it to your Mates.

Discovering the Tool Store

Connect a tool, edit its settings, attach it to Mates and delete it from the Toolbox.

Creating and Managing Tool Instances

Connect your Mates to any REST API with an OpenAPI schema, request headers and setup fields.

Master the REST API Tool

Learn how to use special extension tags in your OpenAPI schemas to handle media content and binary data. Discover techniques for converting URLs and base64 content into attachments while optimizing LLM context usage

Handling REST API Tools Response

Configure the OpenAPI schema of a REST API tool so that the Mate sends attached files as a URL, Base64 data or a multipart file.

Handling File Uploads in REST API Tools

Use the Tool Builder and Tool Doc Writer Mates to write the OpenAPI schema and the user guide of a custom REST API tool.

Tool Building Resources

Learn how to create links that start conversations with pre-filled text

Prefill Editor via URL

Install an MCP tool from the Tool Store, attach it to Mates and choose whose account it uses.

Connecting Apps with MCP Tools (OAuth)

Send the note taker to a Zoom meeting with the right link and passcode, and get it through the waiting room.

Using the allmates Note Taker with Zoom

Every placeholder available in allmates.ai — member identity, personal connectors, tool credentials, attachments and Mate instruction variables — with where each one works and how to fix the errors they raise.

Placeholders Reference: Injecting Context Into Your Tools and Mates

The complete manual for connecting a custom MCP server to allmates.ai: what MCP is and how it works, every authentication option, what members see, and how to troubleshoot.

Deploying a Custom MCP Server in Your Organization

Choose between personal and shared credentials for a tool, maintain a shared connection, and see who can read each credential.

Personal and shared tool authentication

Save a site login on the web scraper tool so your Mates can read pages behind a login.