Creating a Peer for Company Workflows

This tutorial covers configuring a Peer tailored to company workflows by creating the Peer, attaching data sources, and connecting tools.

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Creating the Peer

Start by creating a Peer that will manage a specific workflow, such as Sales or Customer Support.

1. Navigate to the Peer List in the dashboard.

2. Click Create Own Peer to start a new Peer configuration.

3. Provide a Peer Name, for example, Sales Workflow Assistant.

4. Select a Peer Model (such as ChatGPT, Claude, or LLaMA).

5. Add an appropriate Short Description and Initial Prompts to define the role of your Peer. For instance:

   • How can I assist with managing sales leads?
   • Can you provide an update on the latest sales figures?

6. Click Save to complete the basic setup.

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Connecting a Data Source

To enhance the Peer’s performance, you will need to link it to data sources that contain important business data. For example, we will connect an Excel-based customer data file.

1. Go to the Data Source tab and click Add Datasource.

2. Select File as the data source type.

3. Upload a structured file (e.g., a .xlsx file) containing customer data.

   • Make sure the file includes columns such as Customer Name, Sales Status, Contact Info.

4. Once uploaded, train the Peer using this data source by connecting it via the Knowledgebase action.

5. This ensures that the Peer can retrieve and use this data in conversations.

   • Example query: Can you list all active sales leads?

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Attaching a Tool to the Peer

Next, you can connect tools to the Peer to enable advanced actions. For example, you can integrate Jira to manage project tasks related to sales campaigns.

1. Navigate to the Tool Gallery and select Jira Integration.

2. Attach the Jira Tool to the Peer by enabling actions like get_issue_info or create_new_issue.

3. This allows the Peer to interact with Jira, creating tasks or fetching issue details seamlessly within conversations.

   • Example query: Create a new Jira task for following up with the top 10 sales leads.

4. Once saved, the Peer will be able to manage Jira tasks directly through conversation.

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Finalizing and Testing Your Peer

Once you’ve connected the necessary data sources and tools, you can now test the Peer.

1. In the Peer Chat interface, ask questions related to the workflows you’ve connected. For example:
   • What are the active sales leads in our database?
   • Create a Jira task to follow up on a lead.
2. The Peer will pull data from the attached data source and use the connected tools to complete the requested actions.

By following these steps, you can create a powerful Peer tailored to your company’s specific workflows. Whether it’s for managing customer support, sales operations, or project tasks, the Peer can integrate seamlessly with your existing systems.