> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.buildworkforce.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Building Your First Teammate

### Getting Started
* Navigate to [app.buildworkforce.ai](http://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

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_qs1unk.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_1ywjeeq.png)

### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_18hfej9.png)
* To get access to models of different providers remove OpenAI Assistant Agent using trash icon. Choose ‘Basic Agent’

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_13d4pag.png)

### 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
 
![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_1qtf6av.png)

### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_6csfmd.png)

 
### 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.”

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/tools_1dh56fd.png)


### Saving and Testing
* Let’s name the Teammate. Click the save icon. Add a name in the first textbox, and add a description.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_1xd8qsk.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_nur9uf.png)

### 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/1/5/c8154f3e149fd000/image_1s3cve5.png)