Building Your First Teammate

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 Instructions: These are general instructions that the teammate has about its general behavior. This is where you can tell the teammate what it is and what it does

Knowledge Base for Teammate

• This section includes information and content for the teammate to access. Select from OpenSearch, TorqData, and Document Collection.
• For document collection, name the document collection and describe the files.

Tools

• Choose from the list of tools on the right side. These tools can give extra functionality and add integrations into the Teammate.
• To remove a tool, press delete, and to add another one, press “Add.”

Saving and Testing

• Let’s name the Teammate. Click the save icon. Add a name in the first textbox, and add a description.

• To try out the Teammate, press “Chat.” Now you can message this Teammate.

Managing Sessions

• If you want to start a separate chat with the same Teammate click “New Session” for a new instance.
• To view the list of all your sessions switch to History tab on the right panel.
• Sessions are sorted by most recently updated chat dialog.
• To choose a session click on its name.
• To delete session hover over session name. Trash icon will appear to the right.

Updated on: 03/11/2025