How to use SquadRoom
How each screen works, how to set up your squad, and what to do when something breaks.
Start here
From sign-up to your first finished job, in this order.
Set up SquadRoomCreate your account, pay, set up your workspace, connect your AI account, build your squad with your lead, and follow your first task to its report.9 min readYour AI accountSign in with ChatGPT, connect a Claude subscription, or add an API key. Then choose the default model, add more accounts, and learn what happens at a limit and who bills the usage.12 min readHanding over workGive work in Chat or as a task, and write a brief that comes back right. See what your lead and squad do with a big job, what a finished job returns, and how to change or stop the work.9 min read
Every screen
Open the page for the screen you are on.
Workspace
DashboardRead what your squad is working on, what waits on you, today's scheduled runs, the credits you used, finished reports, and recent activity, section by section.ChatMessage one squad member at a time, with each conversation in its own thread. Attach files, tag docs and tasks, answer questions in place, send changes to a task, and queue, steer, or stop a reply.TasksRead the Tasks board and its columns, and filter it. Open a task to read its plan, comments, report, activity, and logs. Ask for changes, and pause, retry, or archive a task.Tasks › TicketsFind the questions and approvals your squad sends you, answer each kind, send a draft back with changes, and see what happens after you answer.DocsFind what your squad hands you on the Docs page, and filter and search it. Open a doc and its versions, ask for changes, keep tables, add your own docs, and share a doc by link.CalendarSee the work your squad repeats on a schedule, and start a recurring job. Change, pause, run, or stop it, set its time zone, and know what happens when a run fails.
Squad
Squad membersSee who is in your squad and add a squad member through your lead. Rename a squad member, choose its model, edit its instructions, set who checks its work, and pause or resume it.SkillsTurn skills on or off for each squad member, and create, import, edit, or delete a skill. Install a skill from the Marketplace, and see which skills are built in or hidden.Skills › PlaybooksPick a ready-made recurring job from the playbook catalog and set it up in Chat. Know what each playbook reads, keeps, and brings back to you, and pause or stop it.MemorySee what your squad remembers, add rules and facts, and import notes. Correct a memory, make it a rule, or forget it, and learn what each squad member reads before it works.
Settings
Model ProvidersSign in with ChatGPT, connect a Claude subscription, or add an API key. Then choose the default model, add more accounts, and learn what happens at a limit and who bills the usage.IntegrationsConnect the apps your squad works in, label each account, and set its access level. Add an MCP server, disconnect an account, and learn what still needs your approval.Passwords & LoginsSave a website login so your squad can sign in for you, and add a two-factor key. Learn what your squad can and can't see, and remove a login.MessagingConnect your own Telegram bot that answers only you, and get scheduled results in Telegram. Learn what you can and can't do there, and change or stop your bot.UsageUnderstand the charges for SquadRoom, your AI provider, and credit packs, and what does and doesn't use credits. See what happens when credits run low or run out, and how to limit them or pause new work.BillingSubscribe to the Launch plan, read the Billing tab, update your payment details or cancel, get a refund, and buy credit packs. Back up, restore, or reset your workspace.
When something goes wrong
- When setup won't finishFind the message you see during setup, and learn its cause and the fix. It covers signing up, verifying your email, paying, building your workspace, connecting your AI account and apps, and launching your squad.
- Get a stuck task moving againRead the line on a task card or a full-page workspace screen, and learn why the work stopped. Then fix the cause, from AI account limits and credits to a workspace that is offline.
- Common questionsFind short answers to what you ask before and after you sign up: cost, setup, your squad's work, AI accounts and credits, safety, apps, and your account. Each answer links to the page that explains it.
Look it up
- Every limit and starting valueLook up every cap, time limit, size limit, starting value, and usage limit you can meet in SquadRoom, and what happens when you reach it.
- Every setting, tab by tabLook up every Settings tab, each control on it, what it starts at, and what it changes.
- What each status word meansLook up every status word SquadRoom shows on tasks, tickets, docs, scheduled jobs, Chat, your squad, integrations, billing, and your workspace. See what each means and what to do.
- SquadRoom termsLook up what each SquadRoom term means, in one line, and which page explains it.