Peer Settings

This guide maps the Peer settings UI to each field and explains what they do. It follows the tabs as seen in the app: Basic, Prompt, Search, Features, and Advanced. It also explains how Peers use Memory.

Basic

• Name: Display name for your Peer.
• Model: Base model for text reasoning and responses.
• Short Description: Summary shown in lists and overviews.
• Language: Default language your Peer uses in conversations.
• Role: High-level role context for the Peer (who it is).
• Goal: Outcome-focused objective (what it should optimize for).
• Peer ID: Read-only identifier (useful for API and integrations).

Prompt

• Initial Prompts: Up to 4 short instruction lines added early to the system context.
• Temperature: Creativity slider (0–100). Higher = more diverse output.
• Additional Prompt: Longer guiding instructions appended to system context.
• Content Type: Preferred response style preset from workspace preferences.

Search & Knowledge Base

• Knowledgebase Language: Preferred language of indexed KB content.
• Text Search Weight: 0–1 weight for keyword scoring.
• Vector Search Weight: 0–1 weight for semantic scoring.
• Search Threshold: Minimum relevance score to include results.
• Search Limit: Max number of results to retrieve.

Features

• Enable RAG: Allow retrieval from knowledge sources during answers.
• Disable Tools: Prevent tool actions (Flows, HTTP, etc.) during reasoning.
• Disable Document: Hide/disable document upload in the chat UI.
• Canvas: Enable rich canvas for creating/editing documents and code.
• Media Model: Optional model for image or media understanding tasks.

Advanced

Topic Detection & Off-Topic Handling (Beta)

• Topic Detection: Enable automatic topic analysis from recent messages.
• Continue on Off-Topic: If off-topic, still answer normally (on), or switch to special handling (off).
• Off-Topic Response Mode: Static (fixed message) or AI (dynamic explanation and redirect).
• Off-Topic Message: Message used when mode=Static.

Response Controls

• Response Length: Short (1–2 sentences), Medium (1–2 paragraphs), Long (multi-paragraph).
• Response Format: Conversational, Structured (headings/lists), or Technical.

Tool Usage & Context

• Tool Usage Intensity: Low / Medium / High profile for max tool calls.
• Include Recent Tool Logs in Context: Inject recent tool runs into system prompt.
• Tool Log Context Limit: How many recent logs to include (1–25).

Planning & History

• Planning: Enable multi-step planning and coordinated tool orchestration.
• Messages Count: How many recent messages to include from history.

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Memory

Peers can store and retrieve user-specific information to personalize conversations. Memory is managed through Flow steps (not a separate toggle in Peer settings).

• Save: Use Flow step “Save User Memory” to persist a key/value with a description.
• Retrieve: Use “Search User Memory” to look up previously saved items.
• Delete: Use “Delete User Memory” to remove records when they’re no longer needed.

Quick links:

• Save User Memory: ../app/steps/save-user-memory
• Search User Memory: ../app/steps/search-user-memory
• Delete User Memory: ../app/steps/delete-user-memory

Notes

• Memory is applied via Flows executed by the Peer; there’s no standalone Memory tab.
• Respect workspace permissions and data policies when storing personal data.
• “Messages Count” in Advanced controls recent chat history, not long-term memory.

Common patterns

• Greet users by name after saving profile details once.
• Store preferences (language, tone) and reuse them across sessions.
• Keep task or ticket IDs to track ongoing requests.

Tips

• Keep Initial Prompts brief; move long guidance to Additional Prompt.
• Balance Text vs Vector weights based on your content quality and query types.
• Start with Tool Usage = Low and increase as you build confidence.
• Use Static Off-Topic messages for consistent brand voice; AI mode for flexibility.