Welcome to the x.ai Team Plan! In a few short steps you can have your entire team scheduling meetings with ease. If you haven’t already, first get your own account set up.
Add Your Team’s Branding
First things first, your team plan includes the ability to replace the x.ai logo in emails and on Team Calendar Pages. Go to your Team Preferences page to upload your logo. We recommend a square image larger than 200 pixels with some padding around your logo because it will be rounded in most contexts. Just click the camera icon to upload your own.
You can choose to display your team logo on your team members’ Calendar Pages, too.
Invite your team members
Now that your team account branding is configured and your team features are ready to go, it's time to invite your team members! Invite Team Members from your team admin interface.
Each invited team member will receive an invitation sent to the email address you invited. This address does not need to be on your domain. New team members are added to your account when you invite them and can connect their calendars any time thereafter.
Create Your Team Calendar Homepage
Next, you will want to create a Team Calendar Homepage to house all of your team's Round Robin and Combined Calendar Pages. This page will contain a list of all of your public Team Calendar Pages and will have the logo you added on it. Click Templates at the top of the page and then select Team Calendar Homepage from the menu. Now you can choose a URL for your team’s shared Calendar Pages.
Create your Team Meeting Templates
Now you can create unlimited Round Robin and Combined Calendar Pages for any combination of team members. Each of your team members will only have access to the Team Calendar Pages to which they have been added. Admins will have access to all of them.
Note that you can associate team members with these calendar pages but the pages will not work until your team members have connected a calendar.
Add Scheduler To Your Domain
Next, you'll want to set up an email address for your AI Scheduler on your own domain. On the same Team Preferences page, you will find instructions for creating an email address for it on your Google Apps or Office365 system and connecting it to x.ai. You can always use email@example.com if you prefer not to add Scheduler to your domain.
Install the x.ai Slack App for your team
To take your scheduling to the next level and instantly schedule meetings directly in Slack with your team members, check out the x.ai Slack integration. Using the slash commands /scheduler in Slack, you can instantly find times with your Slack team members
Connect Your Conference Rooms
If you have conference rooms you would like to use when scheduling meetings, you can connect them in your team preferences. You will need to be a Gsuite or Office365 administrator to connect to your organization's resources. Read the full instructions for connecting conference rooms for further information and troubleshooting. It is recommended that you connect all of the conference rooms that you use. You team members will be able to individually set their favorites from the list of rooms that you connect.
Need more help?
We're happy to assist! Whether you need to bulk-add more than a handful of team members, schedule a kickoff call with our team and yours, or get technical support we're here to help. Simply schedule an implementation call with our team or email firstname.lastname@example.org or open a chat through our live chat feature.