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Use this checklist when you are introducing Babbily to a team or expanding access beyond a small pilot.

Teams

Set up a team workspace, invite members, and understand team usage.

Admin and procurement FAQ

Review team, SSO, support, privacy, and procurement questions.

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Before inviting teammates

1

Confirm the owner

Choose the person who should manage billing, membership, and team setup.
2

Choose the plan

Review included API usage budget, team seat requirements, and billing expectations.
3

Define who should join

Start with the roles or departments that have clear Babbily use cases.
4

Prepare internal guidance

Tell teammates what types of data they may use in Personal and team workspaces, and what they should keep out.
5

Decide on Shared team memory

Choose whether useful team-chat context should be reusable by all members. Document what information is appropriate before the owner turns the setting on.
6

Pick connector boundaries

Decide which connected apps are appropriate for the rollout and who should authorize them.
Create the team, confirm the team name, and review owner-only settings in Settings > Team.
Invite teammates by email. Remind them to use the invited email address and complete onboarding before accepting the invitation.
Send teammates the quickstart, Teams, prompting patterns, and role-based getting started pages. Ask them to check the workspace pill before starting work.
Explain that AI work uses the plan’s API usage budget and that heavier work such as research, media generation, and long model runs may use more.
Share guidance for memory, files, connectors, sharing, and sensitive information before teammates start uploading or connecting apps.
Tell teammates who owns internal questions and when they should contact Babbily support.

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Suggested internal announcement

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Ongoing admin habits

  • Review team members and pending invitations regularly.
  • Cancel invitations that are no longer needed.
  • Remind users to remove connected-app access when roles change.
  • Review shared links and Library items when work changes ownership.
  • Review team-wide shares and the Shared team memory setting.
  • Revisit usage if the team approaches its plan budget.
  • Update internal guidance when approved use cases change.

Team offboarding and access review

Review members, invitations, shared links, connector access, billing, and usage when team access changes.