Help · Surface

Team

The people and the agents, who is around, and the four ways to reach a person.

Where

Client	Reach it
Mac	⌘4
iPhone and iPad	The Team tab
Web	`/team`

On Mac, the Team tab includes the open person or conversation in its title, such as Team — Alex.

Shape

When signed out on web, the page shows a centered card with the Team heading and one sign-in action.

The rail: the Lounge row (the way back to who is around), YOU (your own row and status), Groups (Everyone pinned, then the private groups, newest message first), PEOPLE, AGENTS; whoever you have a conversation with first, latest message first. An unread conversation shows a dot and bold text. A video mark on a person's avatar means they are in a meeting. The column shows the lounge or the open conversation. The inspector shows the person. Their open tasks and, when they have connected GitHub, assigned open issues appear as separate clickable cards; issue cards include their GitHub labels. On Mac, selecting a task opens its editor in the inspector, with a way back to the person. On iPhone and iPad, task and issue cards open their existing detail screens. On the web, tasks open in Work and GitHub issues open in GitHub. New task opens a searchable project or lead picker and then the usual task editor; a new team task defaults to the person creating it. On a web phone, the person's details open as a sheet over the conversation; after you close it, press the person's name in the conversation head to reopen it.

Their schedule

The person's panel shows today's busy and free blocks from their Google Calendar, never titles or guests. When Google will not show their day, the panel says why instead of showing an error: Their calendar isn’t shared with you when their calendar is not shared with your account (a colleague on another Google Workspace domain often is not), Connect Google Calendar in Settings when you have not connected yours, and Google Calendar access expired when you need to reconnect. A real failure shows Couldn’t load their calendar with Copy (web and iPhone and iPad), and the copied text carries the cause, the Worker's code and its request id.

Reaching a person

Gesture	Asks for	Effect on them
Message	Nothing now; it waits in a thread	Nothing
Wave	Their attention	One chime. The wave expires after 45 s. Best-effort: only a running client plays it
Call	Into their room	A knock if a meeting is running; an ask (Open room / Not now) if they are only available. A room opened this way does not transcribe
Join room	Into their room while a meeting is running	Opens the room's ordinary lobby and admission flow
Hand off	An agent to take a card	The agent starts a run. You hand off from Work, not here

You can message an agent. You cannot wave or call it.

Wave and Call are actions in the person row menu. The row has no inline Wave or Call buttons. When the roster says a person is in a meeting, the menu offers Join room; otherwise a callable person has Call.

While an agent is working, its latest step appears beneath the timer as a one-line preview with Markdown marks hidden. The completed reply is a normal message and keeps its Markdown formatting.

Formatted messages

On iPhone and iPad the message field grows line by line up to a cap, then scrolls inside itself.

Open Format message beside the composer to format a draft. Select text for inline styles; with no selection, inline styles and links insert starter text you can edit. Lists and quotes apply to the current line or selected lines. The menu offers Bold, Italic, Strikethrough, Inline code, Link, Bulleted list, Numbered list, Quote, and Code block. Sent messages keep this formatting when they appear in the conversation on Mac, iPhone and iPad, and web. A Link starts with an example address you can replace before sending.

Controls

Control	Does
Message	Opens or continues the thread with that person, group or agent
Format message	Opens Markdown formatting for the selected text or current line
Star / Unstar	Keeps a person, agent or conversation in Home's QUICK ACCESS list; a top-left star badge marks starred rows, and the row menu changes it
Wave	Sends the nudge; Starlings confirms it with a toast
Call	Knocks on their room, or asks them to open it
Join room	Opens a person's live room through the ordinary lobby and admission flow
New task	Choose a project or lead, then create a task in the usual editor; new team tasks default to you
New group…	A private conversation with up to twelve people; the people are the name
More actions	Opens the row or message menu; available actions depend on the item
Status	Available, Focused; Unavailable always with an end
Add a picture / Change picture	Your picture, shown everywhere you appear. Without one, Starlings shows your initials
Everyone	The org-wide conversation
Submit answer	Questions show who asked and offer full-width choice buttons. Sends the selected options for a multiple-select question. A single choice is sent when selected. Questions gather information; they do not approve an action
Show Right Sidebar / Hide Right Sidebar	Show or hide the selected person's or conversation's context panel; the web defaults to closed and remembers an open panel per surface

Row menus (web)

Every person, agent and conversation row has a menu, including the People and Agents cards in the web Lounge, and so does every message. Open it with the … on the row, a right-click, or ⇧F10. The … shows when the pointer is over the row or the row has focus; on a touch screen it is always there. A top-left star badge marks a favorite; Star / Unstar stays in the row menu.

Row	Menu
A person	Message, Wave, Call or Join room / Copy email / Star
An agent	Message / Copy email / Star
You	Notes to self / your status / Star
A conversation	Star
A message	Reactions / Copy, Reply, Decide / Save as Quick Note, Edit, Withdraw when yours

Wave and Call show only when the person can take them; Join room appears while their meeting is live. You can react to any message, including your own. On your own text messages, Save as Quick Note makes a private copy in Work's Quick Notes; the message stays in the conversation, and you can triage the copy there with the usual File… action. Edit and Withdraw are also for your own messages. A message a member's connected Claude sent shows via and the client's name beside the time. The same person menu is on the TEAM and AGENTS rows beside a conversation. In Work's person panel, use the person row menu for Wave, Call or Join room.

Team Room, /room/team, is not this surface. Team's card opens it with you as host. Members enter directly. There is no waiting room.

Leads to

A person's room through Call or Join room, into meeting. A subject a person mentions opens in work.

Where it works

Capability	macOS Host	macOS Join	Web	iOS / iPadOS	Agent access
Team presence — who at Envisioning is around, and call a peer	Works	Works	Works	Works	now (MCP), search (MCP), /api/peers
Direct messages between members	Works	Works	Works	Works	send_message (MCP), meet://thread/{id}, meet://changes/{cursor}, /api/threads/:id/messages, /api/threads/messages
Private group conversations	Works	Works	Works	Works	send_message (MCP), meet://thread/{id}
Profile picture — one face per member, drawn everywhere a person is	Works	Works	Works	Works	—
Call an available colleague	Works	Works	Works	Works	—
Answer an idle-room Call	Works	Not available	Handoff	Works	—
Interactive questions in agent conversations	Works	Works	Works	Works	HMAC callback: /api/internal/channel-events
Projects and leads, with their tasks and issues	Works	Works	Works	Works	search (MCP), open (MCP), task (MCP), record_decision (MCP), set_goal (MCP), meet://subject/{kind}/{id}, meet://subjects/{kind}, meet://board/{days}, /api/crm/tasks, /api/crm/mine, /api/crm/recently-closed, /api/crm/unowned, /api/crm/goals, /api/crm/decisions, /api/crm/subjects, /api/crm/organizations

Verified 2026-10-03 · docs/help/surfaces/team.md