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The AI assistant can describe your team based on whatever information you’ve documented in Stage or added to your custom Master Prompts. Think of it as a searchable summary of the data you’ve already captured—not an all-knowing HR system.

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What the AI Knows About Your Team

By default, the AI can see:
  • Team member names and roles stored in Stage
  • Any RACI assignments tied to activities and processes you’ve documented
If your admins include extra detail inside Master Prompts or knowledge base docs, the AI can also reference whatever you’ve written there (department org charts, reporting relationships, skills inventories, etc.).
If something isn’t documented, the AI can’t infer it. Ask your admin to update Stage or your Master Prompts whenever you need more detail surfaced in chat.

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Finding the Right Person

One of the most common uses is finding out who to contact:

By Responsibility

“Who is responsible for approving marketing budgets?”

By Process

“Who owns the customer onboarding process?”

By Department

“Who manages the IT department?”

By Skill

“Who has experience with vendor negotiations?”

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Example Questions

You: “Who owns the expense approval process?”AI: “If that process entry includes an owner or RACI assignment, I can tell you who it is. For example, when the process is documented with Jennifer Martinez (Finance Manager) as accountable, I’ll respond with her name and responsibilities. If no owner is listed, I’ll let you know it isn’t documented yet.”
You: “Who does the marketing team report to?”AI: “The marketing team reports to Sarah Thompson, the Marketing Director. Her team includes:
  • Content Marketing Lead: Alex Chen
  • Digital Marketing Specialist: Maria Rodriguez
  • Marketing Coordinator: James Wilson”
You: “Who should I contact if the sales manager is unavailable?”AI: “If David Kim (Sales Manager) is unavailable, you should contact:
  • Primary backup: Lisa Johnson (Senior Sales Representative)
  • Escalation: Robert Chen (VP of Sales)”
You: “Which team members have experience with international contracts?”AI: “Three team members have documented experience with international contracts:
  • Jennifer Martinez (Finance Manager) - 8 years experience
  • Michael Brown (Legal Counsel) - 5 years experience
  • Sarah Thompson (Marketing Director) - 3 years international partnerships”

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RACI Information (When Documented)

Whenever an activity or process in Stage includes RACI assignments, the AI can repeat them back: 
You: "Who needs to be consulted for IT purchases over $5,000?"

AI: "For IT purchases over $5,000, you need to consult:

Responsible: IT Manager (submits request)
Accountable: CTO (final approval authority)
Consulted:
  - Finance Manager (budget impact)
  - Department Head (business justification)
Informed:
  - Procurement Team (for processing)
  - CFO (for financial tracking)"
If you’re not sure who to ask about something, just ask the AI. It can guide you to the right person even if you don’t know the exact role or title.

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Department and Team Queries (If Provided)

If your team has documented org charts or department notes inside Master Prompts or the knowledge base, the AI can surface that information:
  • “How many people are on the customer success team?”
  • “What teams are part of the operations department?”
  • “Who are all the managers in the company?”
  • “Show me the IT department structure”

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Example Response

You: "What's the structure of the customer success team?"

AI: "The Customer Success team is structured as follows:

Customer Success Team (8 members)
├── Director of Customer Success: Rachel Adams
    ├── Enterprise Success Team (3 members)
    │   ├── Lead: Michael Chen
    │   └── Representatives: Anna Lee, Tom Bradley
    └── SMB Success Team (4 members)
        ├── Lead: Jessica White
        └── Representatives: Carlos Martinez, Emily Zhang, Ryan O'Brien"

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Finding Expertise (When Listed)

Skills or expertise must be captured somewhere—either as part of a documented process, inside a Master Prompt, or in your knowledge base. Once that’s done, you can ask for the right person: 
You: "Who knows about our social media advertising processes?"

AI: "For social media advertising expertise, I recommend:

Primary: Alex Chen (Content Marketing Lead)
- Manages social media strategy
- 5 years experience with paid social campaigns
- Owner of the Social Media Management process

Secondary: Maria Rodriguez (Digital Marketing Specialist)
- Executes paid social campaigns
- Certified in Facebook and LinkedIn advertising
- Consulted on the Social Advertising SOP"

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Understanding Workload

Workload descriptions come from your documented RACI assignments and SOPs. If they’re up to date, the AI can summarize who’s involved: 
You: "Who is involved in the new hire onboarding process?"

AI: "The new hire onboarding process involves:

HR Team:
- Responsible: HR Coordinator (paperwork and scheduling)
- Accountable: HR Manager (process oversight)

IT Team:
- Responsible: IT Support (account setup)
- Consulted: IT Manager (access approvals)

Department:
- Responsible: Hiring Manager (role-specific training)
- Accountable: Department Head (onboarding success)

All receive status updates throughout the 2-week onboarding period."

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Cross-Team Collaboration (Based on Documentation)

Ask how teams interact only if those touchpoints are described in your processes or Master Prompts:
  • “Which teams collaborate on product launches?”
  • “Who from legal works with the sales team?”
  • “What’s the handoff process between sales and customer success?”
The AI shows formal documented relationships. For informal collaboration or recent team changes not yet documented, check with your manager or HR team.

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Organizational Context (Optional)

When admins describe the company structure in Master Prompts or documentation, the AI can summarize it: 
You: "How is our company organized?"

AI: "Your company is organized into 5 main departments:

1. Sales & Marketing (12 people)
   - Led by VP of Sales & Marketing

2. Customer Success (8 people)
   - Led by Director of Customer Success

3. Operations (15 people)
   - Led by COO

4. Technology (10 people)
   - Led by CTO

5. Finance & Admin (6 people)
   - Led by CFO

Each department has documented processes and clear RACI assignments
for cross-functional activities."

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Contact Information

While the AI knows roles and responsibilities, contact details (email, phone) should be found through your company directory or HR system.
Use the AI to find who you need to contact and what they’re responsible for. Then use your company directory for actual contact information.

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What’s Next?

Learn about other AI capabilities: