Knowledge Base — Teach…
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…
Lucy Notifications — Smart…
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…
Lucy & Meetings —…
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…
Lucy & Calendar —…
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 & Email —…
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…
What to Ask Lucy…
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…
Workflows — Board 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.…
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…
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…
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,…
Lucy & Tasks —…
Managing Tasks Through Lucy Lucy is the fastest way to create and update tasks in PeerBie. You don’t need to open a project board — just tell Lucy what you…
Quick Start Guide —…
Welcome to PeerBie PeerBie is an AI-powered work management platform built around Lucy — your AI Chief of Staff. In under 10 minutes you can have your workspace set up,…
Creating and Managing Projects…
What Is a Project? In PeerBie, a project is a container for related work. It holds tasks organized into sections (columns on a board), team members, files, and discussion. Use…
Pre-Launch Checklist
Before You Launch a Project Use this checklist before starting any significant new project in PeerBie to make sure it’s set up for success from day one. Project Setup ☐…
Post-Project Review
After a Project Closes A post-project review doesn’t need to be a long meeting. Used consistently, it builds a culture of continuous improvement. This guide shows how to do a…
Performance Management and Team…
Tracking Team Performance in PeerBie PeerBie gives managers visibility into how the team is performing without requiring manual reports or status meetings. All data comes from actual work activity —…
Hiring an AI Employee…
What Is AI Studio? AI Studio is the PeerBie control panel for AI Employees. From here you hire, configure, and manage your AI team members. Access it from the left…
Connecting Integrations for AI…
Why Integrations Matter AI Employees need access to third-party tools to actually do their work. Skyler needs LinkedIn to post. Alex needs HubSpot to update contacts. This guide explains how…
Workflow Automation — Forms,…
What Is Workflow Automation? Workflow Automation in PeerBie lets you set rules that trigger actions automatically — no manual intervention needed. Set it up once and PeerBie handles the repetitive…
Project Insights and AI…
What Are Project Insights? Project Insights give you an AI-powered view into how your projects and team are performing — without having to manually compile reports. PeerBie analyzes task completion…
Meet Lucy — Your…
What Is Lucy? Lucy is PeerBie’s built-in AI Chief of Staff. She lives inside every PeerBie workspace and knows everything about your team’s tasks, projects, calendar, and email. Instead of…
The Team Feed —…
What Is the Team Feed? The Team Feed is PeerBie’s company-wide activity stream. It’s the place for announcements, team updates, event RSVPs, polls, knowledge sharing, and casual team conversation. Think…
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