The PeerBie app keeps your tasks, feed and messages with you. How Home works, recording a meeting, what happens without signal, and sharing from any app into PeerBie.
Connections & Integrations: Google, Microsoft 365, Slack, Zoom and More
One Connections page for everything: your Google, Microsoft 365 and Zoom accounts, the work tools your AI employees use, and the apps that use your PeerBie, such as Claude and ChatGPT.
Admin & Security in PeerBie: Settings, Members, Two-Step Sign-In and Your Data
Everything a workspace admin needs: Workspace Settings, inviting and managing members, two-step sign-in for you and your team, SSO and SCIM, and the data and privacy basics.
Goals & OKRs in PeerBie: Set, Track and Close a Quarter
How Goals & OKRs work in PeerBie: the four levels, writing key results, four ways a number updates, check-ins, the health check and the quarter close-out.
Tasks & Projects in PeerBie: A Step-by-Step Guide
How projects and tasks work in PeerBie: creating them, the six project tabs, task details, My Tasks, costs and budgets, and closing a project well.
Get Started with PeerBie in 5 Minutes
Seven short steps from sign-up to a working team: your Home screen, inviting people, a first project, tasks, connections and Lucy.
Knowledge Base — Teach Lucy About Your Company
What Is the Knowledge Base? The Knowledge Base is where you store company-specific information that Lucy uses to answer questions from your team. Think of it as Lucy’s memory of your organization — policies, processes, FAQs, product information, and anything else she should know. Why It Matters Without the Knowledge Base, Lucy can only work […]
Meetings & Notes: Lucy’s Note-Taker, Recordings and the Notes Page
Connect your calendar, let Lucy’s silent note-taker join your calls, record in the room or in the browser, and turn action items into tasks.
Lucy & Calendar — Schedule Meetings and Check Availability
What Lucy Can Do With Your Calendar Connect your Google Calendar or Outlook Calendar to Lucy and you’ll never need to open a separate calendar app for routine scheduling. Ask Lucy what’s on your schedule, find a meeting time for a group, or block focus time — all in plain English. Connecting Google Calendar Open […]
Lucy & Email — Connect Gmail or Outlook and Manage Email by Chat
Why Connect Email to Lucy? Once your email is connected, Lucy can read your inbox, draft replies, and send emails — all from a chat conversation. No more switching between tabs. You describe what you want; Lucy handles the words. Connecting Gmail Open Lucy (bottom-left chat bubble). Click your profile icon → Lucy Settings → […]