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 […]
Lucy Notifications — Smart Alerts That Actually Matter
How Lucy Handles Notifications Regular notification systems just forward every event to you as a raw alert. Lucy’s notification system is different — she reads each incoming event, understands its context, and enriches it before it reaches you. The result is notifications that tell you what to do, not just what happened. What an Enriched […]
Lucy & Meetings — Transcription and Action Items
What Lucy Does in Meetings Lucy can join your video calls and work in the background to transcribe the conversation, identify key decisions, and automatically create tasks from action items discussed. When the call ends, you get a clean meeting summary delivered straight to your PeerBie inbox. Starting Meeting Notes Before or during a call, […]
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 → […]
What to Ask Lucy — A Practical Guide
Lucy Understands Plain English You don’t need to learn commands or a special syntax to use Lucy. Just type what you’d say to a highly capable assistant sitting next to you. This guide shows the most useful things to ask — organized by situation. When You Start Your Day “What’s my plan for today?” “What […]
Workflows — Board View and List View
What Is a Workflow? A workflow in PeerBie is the set of stages a task moves through from creation to completion. Each project has its own workflow with customizable stages. You visualize and manage tasks through Board view (Kanban) or List view (table). Board View (Kanban) Board view shows each workflow stage as a column. […]
Time Management with PeerBie
Managing Your Time With PeerBie and Lucy PeerBie is designed to help you and your team spend time on the right things — not on tracking, chasing, or reporting on work. Here’s how to use PeerBie’s features to work smarter. Start Your Day With Lucy’s Briefing Open Lucy every morning and ask: “What should I […]
What Are AI Employees?
AI Employees: Your Always-On Digital Team Members AI Employees are specialized AI agents you hire inside PeerBie to handle specific recurring functions in your business. Unlike Lucy (who is your personal AI Chief of Staff), AI Employees are designed to work autonomously on ongoing responsibilities — content creation, CRM management, customer support drafts, social media, […]
Managing Members and Roles
Member Roles in PeerBie Every workspace member has one of three roles that controls what they can see and do: Role Permissions Admin Full access to everything: workspace settings, billing, member management, all projects, Knowledge Base approval Manager Create and manage projects, view workspace analytics, invite members to their projects Member Work on assigned tasks, […]
