TEAMS

Where to find it: Main navigation > TEAMS; right rail TEAMS icon; member feed / Basecamp briefings and signals

Description

TEAMS is your EPX AI Executive Team. It provides executive-level intelligence across key business functions and can collaborate with the member, with files and context, and with other executive agents.

What is it?

TEAMS includes AI executive roles such as Chief Strategy Officer, Chief Marketing Officer, Chief Financial Officer, Chief Operating Officer, VP of Sales, VP of Account Management, VP of Human Resources, VP of Service and Support, Chief Legal Officer, and Chief Technology Officer. Availability and team enablement depend on plan and account setup.

How does it work?

Members can work with one executive role at a time or involve multiple executive agents for broader cross-functional thinking. TEAMS can create briefs, plans, insights, SOPs, drafts, tasks, dashboards, scripts, playbooks, and action-oriented recommendations. Where connected, TEAMS can use approved data, systems, and workflows.

Why is it valuable?

Many SMBs cannot afford a full executive team. TEAMS gives members and businesses access to executive-level thinking across departments. It helps improve planning, alignment, decision-making, and execution without requiring every function to be staffed by a full-time executive.

FAQs

What is TEAMS?

TEAMS is the EPX AI Executive Team. It provides C-suite and functional executive intelligence across business areas.

What can TEAMS help with?

TEAMS can support strategy, sales, marketing, operations, finance, service, HR, legal, technology, planning, SOPs, dashboards, scripts, and recommendations.

Can TEAMS collaborate across departments?

Yes. Multiple executive agents can think together, debate options, and produce a consensus recommendation.

Can I work with one executive at a time?

Yes. Members can work one-on-one with a single executive role or involve multiple executives.

Can TEAMS connect to data and systems?

Yes, where enabled. TEAMS can integrate with approved platforms, systems, files, data, and workflows through APIs, Zapier, webhooks, MCP, or other supported connection approaches.

Is TEAMS included in every plan?

No. TEAMS is not included in the base EPX tier. It is available in EPX+ for a single user and becomes team-enabled in EPxMaxx and EPxUltra.