Key takeaways
- The Chat plan lists 5 seats, which is the starting point for a small team. Higher plans start at $1,000 per month.
- Invite people from Invite Team Members, bottom left, then choose a role and click Invite To Workspace.
- Teamspaces are like a workspace within a workspace, so you can give each team its own shared projects.
- Copy.ai says on its security page that it does not train on your data.
By the end of this guide your team will have one Copy.ai workspace with an owner, invited members, Teamspaces for shared work and a few tasks to try. Copy.ai’s help center now lives on a Fullcast support site, so the links below point there.
Before you start
Decide who will be the Owner. Copy.ai says the Owner manages all aspects of the workspace, including billing, and an Admin cannot manage billing. Count how many people need access, because the plans differ mostly by seats and workflow credits.
| Plan | What it adds for a team | Price as listed |
|---|---|---|
| Chat | 5 seats, unlimited chat projects, access to OpenAI, Anthropic and Gemini models | $29 per month billed monthly, or $24 per month billed yearly |
| Growth | 75 seats, 20K workflow credits per month | $1,000 per month |
| Expansion | 150 seats, 45K workflow credits per month | $2,000 per month |
| Scale | 200 seats, 75K workflow credits per month | $3,000 per month |
| Enterprise | API access, bulk workflow runs, 20+ tech integrations, account and support team | Custom, request a demo |
These figures come from the Copy.ai pricing page. The page shows a Try for free button but does not state how long the trial lasts. Most small teams of five or fewer will start on Chat.
Create the account and workspace
The pricing page does not describe sign-up steps, so follow the on-screen prompts.
- Open the pricing page and choose a plan or Try for free.
- Sign up with the Owner’s work email.
- Confirm the workspace opens. Self-serve users can upgrade at any time, prorated for the current month, or downgrade with a credit on the next bill, according to the pricing page.
Invite your team
Copy.ai’s invite article gives the steps.
- Click Invite Team Members in the bottom left corner of the screen, or open the workspace settings page.
- Enter the teammate’s email address.
- Choose their role.
- Click Invite To Workspace.
There are workspace roles and Teamspace roles. The roles article lists the workspace roles as Owner, Admin and User. A User can create Teamspaces and see the ones available to them. Other permissions come from the person’s role inside each Teamspace, which is Admin, Editor or Collaborator.
To add someone to a Teamspace, click the Teamspace switcher, click the three dot menu next to the Teamspace, click Add Members, type a name or email, choose a role and click Add. To change or remove a member, open Teamspace Settings and use the Members tab, as the Teamspace article explains.
Set the admin and data settings
Use Teamspaces to control who can change what. According to the roles article, an Editor can create Brand Voice and Infobase entries and duplicate workflows but cannot edit existing workflows. A Collaborator can create projects and use everything in the Teamspace. Give Editor to the people who maintain your brand material and Collaborator to everyone else.
On data, the Copy.ai security page says it does not train on your data, does not share customer prompts with other customers and does not sell user data. It says the SOC 2 report is available through its Trust Center. The page shows an SSO logo but does not describe SSO or admin controls, so ask Copy.ai if you need them. Pair the tool with a written rule on what staff can paste in, as covered in our AI use policy guide.
Connect your other apps
Copy.ai’s home page says it offers more than 2,000 integrations, and the pricing page lists 20+ tech integrations on Enterprise. Copy.ai’s public pages do not name which apps are included on the Chat plan, so check the integration list inside your workspace before you plan around one. If you want to connect your own email tool to a workflow, our guide on drafting email replies with Zapier and AI shows a general pattern.
Tasks to try first
Draft a first-touch sales email
Use this when you have a lead and a few facts about their business.
Write a first email to [name], [role] at [company]. They run [short description]. Our offer is [offer]. Keep it under 110 words, mention one specific detail about their business, and end with a single question. Do not claim results.Write a blog outline
Use this when you know the topic but not the structure.
Create an outline for a blog post titled "[title]" for [audience]. Give an H2 for each section and two bullet points of what it covers. Suggest a meta description under 155 characters.Rewrite a product description for a different customer
Use this when one description has to serve two groups.
Rewrite this product description for [customer type]. Keep all facts the same. Change the order so their top concern comes first.
[paste description]Common problems
If a teammate cannot edit a workflow, check their Teamspace role. Copy.ai says Editors cannot edit existing workflows, and only Teamspace Admins can edit everything. If you cannot find your old shared projects, Copy.ai’s help center says they now appear in the General Teamspace.
Frequently asked questions
How many people can use the Copy.ai Chat plan?
The Copy.ai pricing page lists 5 seats on the Chat plan. Growth lists 75 seats, Expansion 150 and Scale 200. Check the page for current limits before you buy.
What is a Teamspace in Copy.ai?
Copy.ai's help center describes a Teamspace as a workspace within a workspace. Members of a Teamspace collaborate on shared workflows and projects, and each member gets a Teamspace role of Admin, Editor or Collaborator.
Who can manage billing in a Copy.ai workspace?
Copy.ai's help center says the Owner can manage all aspects of the workspace. An Admin has the same permissions as the Owner but cannot manage billing, so choose the Owner carefully.
Sources
About the author
Andy Kang, AI Partner Team. Andy Kang writes the AI directory for AI Partner Team, which sets up and builds AI tools for small businesses alongside managed IT. Each page is written from the vendor’s own pricing, help and trust pages, and shows the day those pages were checked.
- Facts come from the vendor’s own website and help docs, linked on every page.
- Each page shows the date we last read those sources.
- We do not score or rank tools. We say who each one suits and who it does not.
- If a vendor does not publish a price, we say so instead of guessing.