Collaboration
Last updated
Last updated
Your agent in Patterns AI is designed to work alongside you, like a skilled coworker—anticipating your needs, providing insights, and learning from your guidance. Beyond this, the platform itself is engineered to enhance employee connection, training, and standardization, transforming collaboration from a passive activity into an active, integrated process. Let’s explore how Patterns AI fosters better teamwork and brings powerful insights to everyone involved.
Patterns AI supports multi-user access and provides role-based permissions configured through the database to ensure that each team member gets the appropriate level of access. To add new members, please visit the membership page:
Effective collaboration often involves back-and-forth discussion and the ability to iterate on each other's work with forks. Patterns AI provides features that facilitate real-time collaboration directly within the platform, combining comments and version control to create a dynamic work environment.
Editing / Forking Chats: Collaboration in Patterns AI also benefits from forking—where team members can create new variations of existing conversations to test alternative prompts. This allows for collaborative iteration without affecting eachothers work.
Inline Comments: Add inline comments on any chat message and tag members using the @ symbol to guide team members or request clarifications. Members will receive alerts if their help is requested via email with a link to the conversation to check.
Patterns AI simplifies the process of sharing data insights with the stakeholders who need them, regardless of technical expertise.
Shareable Reports: Generate reports that can be easily shared across the organization. These reports can be exported in common formats (PDF, CSV) or shared directly as links to maintain interactive features like chart exploration.
Patterns AI ensures that your team is always aware of critical updates through its alerting and notification system.
Event-Based Alerts: Set up alerts based on conditions within your protocols. For example, an alert can be triggered when profitability drops below a specified threshold. Alerts can be sent via email or integrated directly into team collaboration tools like Slack.
Workflow Notifications: When a multi-step workflow completes, Patterns can automatically notify the relevant team members, ensuring that analyses are promptly reviewed and acted upon.
Patterns AI integrates with popular collaboration tools, allowing seamless transitions from insights to action.
Slack Integration: Connect Patterns with Slack to receive notifications, make analysis requests, or share key insights directly within Slack channels. This means that your financial analyst team and decision-makers can stay informed without constantly switching contexts.
Email Integration: Reports and alerts can also be sent via email, ensuring that important insights are delivered straight to your stakeholders’ inboxes.
Patterns AI makes it possible for teams to explore data in real-time, enabling more dynamic and interactive collaboration.
Live Data Exploration: When an analysis is run, team members can interact with the resulting charts and metrics simultaneously. This helps in quickly validating hypotheses and sharing observations without the delays of back-and-forth reporting.
Shared Exploration Sessions: Patterns AI supports shared sessions where team members can explore data together—making real-time adjustments to filters, drilling into metrics, and collectively shaping the narrative the data tells.
