Question 1

Workforce Overview

Accepted Answer

Get an introduction to the Workforce platform and its core capabilities for building AI-powered applications.

Click on link below to watch video

Workforce Overview

Question 2

RAG with Workforce

Accepted Answer

Learn how to implement Retrieval-Augmented Generation (RAG) workflows using the Workforce platform.

Click on link below to watch video

RAG with Workforce

Question 3

Building Your First Teammate

Accepted Answer

Getting Started

Navigate to app.buildworkforce.ai and log in.
Select Teammates from the side panel to navigate to the Teammates page
Click “Add New” in the top-right corner

Then, press Create New. In the future, you can select a template based on your use case.

Teammate Model

Click teammate model. In the dropdown, the right will show a panel below “Configure Teammate Model”
Select a Model Name. Model names starting with “Azure” are hosted on a secure Azure instance and are suitable for Unclassified company confidential matters. Model names starting with “OpenAI” use an OpenAI API, and thus are suitable for unclassified non-company confidential uses.

To get access to models of different providers remove OpenAI Assistant Agent using trash icon. Choose ‘Basic Agent’

Instruction Template

Prompt Template: Add instructions to be passed in every time a user passes in an input to the teammate. Reference the input with {{question}}. This is often used for instructions about how to process the user’s input.
**Teammate Inst

Question 4

Creating Teammates in Playground

Accepted Answer

What is Playground?

Playground is a simplified chat interface that instantly creates AI Teammates as you start conversations. The moment you send your first message, a new Teammate is automatically created and saved—no setup required. Think of it as: A quick-start environment where every conversation automatically becomes a Teammate you can return to or enhance later.

How to access Playground

Navigate to Playground Page from Menu or by link https://app.buildworkforce.ai/playground
You'll see a clean chat window ready for your first message

What happens when you send your first message

The moment you click Send:

A new Teammate is automatically created in the background
The Teammate is named using the first characters of your prompt
A unique URL is generated using the chat ID so you can return to this conversation
The conversation is saved and appears in your Teammates list Example:

You type: "Help me analyze sales data for Q4"
You click Send
A Teammate is instantly created named: "Help me analyze sales data"
You can now continue chatting with this Teammate No manual setup needed—just start talking!

Selecting your AI model

Click the Select an LLM dropdown at the top of the interface
Choose from all available models (same options as in Teammate Builde

Question 5

What are Teammates

Accepted Answer

Teammates Overview

Teammates are secure agentic AI-powered collaborators, with each one using LLMs custom tools and knowledge bases to specialize in a task of your choosing.

Example Usecase

Teammates are great when there is repetitive work that your organization has to keep repeating.

For example, if your team often has to analyze Business Development opportunities and extract insights, teammates can help. We have a template for an AI Agent that allows you to:

Upload an opportunity (RFI, RFP, Sources Sought) document (PDF, Word)
Receive essential analysis and actionable insights for Gate 0. You can add custom knowledge sources to allow the teammate to give insights tailored to your organization. The end result is that you can save time and improve your team’s velocity, all through a secure platform.

Question 6

Web Search (Advanced)

Accepted Answer

Configuring Advanced Web Search

Advanced Web Search has more options to customize your research process.

Basic Settings

Limit

What it does: Number of Google search results to retrieve

Range: 10 to 100 results
Default: 10 results
Recommendation: Use 10-20 for most research tasks

Additional Search Terms (Optional)

What it does: Same as Standard Web Search - refines your search Examples:

site:edu - Only search educational institutions
filetype:pdf - Find PDF documents
2024..2025 - Search within a date range

Web Scraping Settings

These options appear when you enable page scraping.

Scrape Result Pages

What it does: Downloads and analyzes the full content of search result pages

Default: Off (disabled)
When to enable: When you need more than just search result snippets
Impact: Makes searches slower but provides deeper information

Maximum Scraped Pages

What it does: Limits how many pages to scrape (only visible when scraping is enabled)

Range: 1 to 100 pages
Default: 5 pages
Recommendation: Use 5-10 pages for balance between depth and speed
Important: More pages = slower search, but more comprehensive results

Matches Per Scraped Page

What it does: How

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