Team Onboarding
Team Onboarding
Section titled “Team Onboarding”The team-onboarding skill guides you through creating a new team in your federation. It asks what the team should do, discovers the right archetype through guided questions, and sets up the workspace automatically.
Starting Onboarding
Section titled “Starting Onboarding”In Copilot, say:
“Spin up a team for authentication”
or
“Onboard a team”
or
“Add a frontend team”
The skill activates and begins asking questions.
The Onboarding Conversation
Section titled “The Onboarding Conversation”1. What Should This Team Work On?
Section titled “1. What Should This Team Work On?”Skill asks:
“What should this team work on? Be specific about what they’ll build or analyze.”
You describe the team’s mission:
“Build and test React components for the frontend”
or
“Audit infrastructure code for security vulnerabilities”
or
“Create API documentation from OpenAPI specs”
The skill uses this to derive the team name and choose the right archetype.
2. Team Name Confirmation
Section titled “2. Team Name Confirmation”Skill derives a name from your description:
“I’ll call this team ‘frontend’ — sound good?”
Your options:
Yes - Team named frontend
No, call it X - You provide a different name:
“No, call it ‘ui-components’”
The name must be:
- Lowercase letters, numbers, hyphens only
- Unique across all teams in the federation
3. Archetype Discovery
Section titled “3. Archetype Discovery”The skill asks guiding questions to discover the right archetype. It doesn’t show you a menu — it figures it out from your answers.
Question 1: Output Type
Section titled “Question 1: Output Type”Skill asks:
“Will this team write code, or produce file artifacts like reports or specs?”
Your options:
Write code → Coding archetype (next question determines if they open PRs)
Produce artifacts → Deliverable archetype (skip to placement)
Answer questions → Consultant archetype (domain expert teams)
Question 2: Integration (if you said “write code”)
Section titled “Question 2: Integration (if you said “write code”)”Skill asks:
“Will they open pull requests to integrate their work?”
Your options:
Yes → Coding archetype
- Builds features in branches
- Opens PRs to main
- Runs tests and CI checks
No → Continues with Coding archetype but without PR workflow
Archetype Confirmation
Section titled “Archetype Confirmation”Skill shows its recommendation:
“Based on your answers, I recommend the coding archetype. Sound right?”
You confirm or override:
- Yes - Archetype locked in
- No, use X - You specify a different archetype manually
4. Archetype Plugin Check
Section titled “4. Archetype Plugin Check”Skill checks if the archetype plugin is installed:
“Checking if squad-archetype-coding is installed…”
If missing:
“I need to install squad-archetype-coding first. OK?”
You confirm, and the skill installs it from the marketplace.
5. Workspace Placement
Section titled “5. Workspace Placement”Skill asks:
“Where should this team’s workspace live?”
Your options:
Worktree (recommended):
- Git branch:
squad/{team-name} - Worktree location:
.worktrees/{team-name}/ - Full git integration (commit, push, PR)
- Isolated from main branch
Directory:
- Standalone directory (no git branch)
- Filesystem-only operations
- No PR workflow
- Lighter weight
Custom path:
“Actually, put it at /var/teams/frontend”
If you choose worktree, the skill asks:
“Where should worktrees live? Inside the repo (.worktrees/) or outside (../)?”
Inside - .worktrees/ in the repo
Outside - ../ as sibling directory
6. Onboarding Summary
Section titled “6. Onboarding Summary”Skill shows a complete summary:
📋 Team Setup Summary:━━━━━━━━━━━━━━━━━━━━Name: frontendMission: Build and test React components for the frontendArchetype: codingPlacement: worktree (inside repo)Location: .worktrees/frontendBranch: squad/frontendCommunication: file-signal (from federate.config.json)
Proceed?You confirm, and the skill executes onboarding.
7. Autonomous Execution
Section titled “7. Autonomous Execution”Behind the scenes, the skill calls the onboard script with --non-interactive --output-format json, passing all collected parameters as CLI flags. The script handles all logic — workspace creation, archetype seeding, federation scaffolding, team casting, and registration.
What happens:
- Creates git branch
squad/frontendand worktree - Seeds archetype skills and configuration
- Bootstraps
.squad/structure (signals, learnings) - Casts team agents via
@bradygaster/squad-sdkCastingEngine - Creates agent directories with charters and history
- Scaffolds
team.md,routing.md,decisions.md - Registers team in
.squad/teams.json - Returns structured JSON result to the skill (including cast team)
Note: You can also run onboarding directly from the CLI without the skill:
npx tsx scripts/onboard.ts \ --name frontend \ --archetype squad-archetype-coding \ --mission "Build and test React components" \ --roles lead,developer,tester \ --universe usual-suspects \ --non-interactive \ --output-format jsonUse --dry-run to validate without creating anything:
npx tsx scripts/onboard.ts \ --name frontend \ --archetype squad-archetype-coding \ --dry-run --non-interactive --output-format jsonOutput:
✅ Team 'frontend' onboarded successfully📍 Location: .worktrees/frontend🌿 Branch: squad/frontend🔧 Archetype: coding🎭 Team: Keyser — Lead, McManus — Developer, Fenster — Tester8. Next Steps Prompt (Optional)
Section titled “8. Next Steps Prompt (Optional)”Skill asks:
“Want me to launch this team now?”
Yes - The orchestration skill takes over and starts the team session
No - Onboarding complete. Launch anytime:
“Launch the frontend team”
What Gets Created
Section titled “What Gets Created”After onboarding, the team workspace contains:
.worktrees/frontend/├── DOMAIN_CONTEXT.md # Team mission from your description├── archetype.json # Lifecycle states from archetype├── .squad/│ ├── agents/ # Cast agents with charters│ │ ├── keyser/│ │ │ ├── charter.md # Agent charter with project context│ │ │ └── history.md # Agent history│ │ ├── mcmanus/│ │ │ ├── charter.md│ │ │ └── history.md│ │ └── fenster/│ │ ├── charter.md│ │ └── history.md│ ├── team.md # Members table with cast agents│ ├── routing.md # Task routing rules│ ├── decisions.md # Decision records│ ├── decisions/inbox/ # Decision inbox│ ├── skills/ # Archetype skills seeded from plugin│ │ ├── pr-creation/│ │ ├── test-runner/│ │ └── code-review/│ ├── signals/│ │ ├── inbox/ # Receives directives│ │ ├── outbox/ # Sends questions/reports│ │ └── status.json # Team state (initially: "initializing")│ ├── learnings/│ │ └── log.jsonl # Learning log (empty initially)│ └── ceremonies.md # Ceremony templates├── .mcp.json # Telemetry config (if enabled)└── README.md # Auto-generated team READMEAdvanced Options
Section titled “Advanced Options”Seeding Custom Skills
Section titled “Seeding Custom Skills”After onboarding, add domain-specific skills:
cp my-custom-skill/ .worktrees/frontend/.squad/skills/The team reads skills from .squad/skills/ at launch.
Customizing DOMAIN_CONTEXT.md
Section titled “Customizing DOMAIN_CONTEXT.md”The team’s mission file can be updated to add more details:
- Specific responsibilities
- Key files/directories to focus on
- Integration points with other teams
- Constraints or guidelines
The file is located at .worktrees/frontend/DOMAIN_CONTEXT.md.
Custom Launch Prompt
Section titled “Custom Launch Prompt”Override the default launch prompt by creating .squad/launch-prompt.md:
# Frontend Team Launch
Focus on:1. Component library in src/components2. Unit tests with vitest3. Storybook documentation
Check inbox for directives from meta-squad.Verifying Onboarding
Section titled “Verifying Onboarding”Ask the orchestration skill to show team status:
“Show me the frontend team details”
The skill will display the team’s configuration, location, and current state.
You can also inspect the team workspace directly at .worktrees/frontend/.squad/ to see status.json, signals/, learnings/, and ceremonies.md.
Placement Options Explained
Section titled “Placement Options Explained”Worktree Placement
Section titled “Worktree Placement”Best for:
- Teams that open PRs
- Version history needed
- Git-based workflows
- Cross-branch reading via
git show
What you get:
- Git branch:
squad/{team} - Dedicated worktree directory
- Full git operations: commit, push, PR
- Isolated from main branch
Where worktrees live:
Inside repo (.worktrees/):
my-project/├── .worktrees/│ ├── frontend/│ └── backend/Outside repo (../)::
parent-dir/├── my-project/ (main repo)└── worktrees/ ├── frontend/ └── backend/Directory Placement
Section titled “Directory Placement”Best for:
- Deliverable/research teams (no PRs needed)
- External system integration
- Ephemeral teams
- Custom storage backends
What you get:
- Standalone directory
- Filesystem-only operations
- No git branch or history
- Lighter resource usage
Archetype Selection Guide
Section titled “Archetype Selection Guide”Coding Archetype
Section titled “Coding Archetype”Use when team:
- Writes code (features, fixes, refactors)
- Opens pull requests
- Runs tests and CI
- Integrates via git workflow
Examples:
- “Build frontend components”
- “Implement API endpoints”
- “Refactor authentication module”
Deliverable Archetype
Section titled “Deliverable Archetype”Use when team:
- Produces structured file outputs
- Creates reports, specs, schemas
- Generates documentation
- No code changes
Examples:
- “Audit security vulnerabilities”
- “Generate API documentation”
- “Create infrastructure inventory”
Consultant Archetype
Section titled “Consultant Archetype”Use when team:
- Provides domain expertise
- Answers questions about specific areas
- Acts as knowledge resource
- Doesn’t produce code or artifacts
Examples:
- “Database architecture expert”
- “Security policy advisor”
- “Performance optimization consultant”
Troubleshooting
Section titled “Troubleshooting””Team name already exists”
Section titled “”Team name already exists””Choose a different name. Names must be unique across the federation.
“No, call it ‘ui-components’"
"Archetype plugin not found”
Section titled “"Archetype plugin not found””The skill should auto-install missing archetypes. If it doesn’t:
copilot plugin install squad-archetype-coding@vladi-plugins-marketplaceThen retry onboarding.
Worktree creation failed
Section titled “Worktree creation failed”Branch might already exist:
git branch -d squad/frontend # Delete old branchgit worktree prune # Clean up stale worktreesThen retry onboarding.
Can’t find .squad/teams.json
Section titled “Can’t find .squad/teams.json”Run federation setup first:
“Set up a federation”
You need federate.config.json before onboarding teams.