How PeerX works
How a piece of work moves
Every draft stops at review. Until a person approves it, it stays in pencil.
- BriefYou describe the work and add the details the agent needs.
- DraftAn agent drafts: a shortlist, a budget, a timeline, a message. You save the answers you want to keep as drafts.
- ReviewA person reads the draft and approves it, or sends it back with a note for the team. The agent does not revise it.
- DeliverOnly approved work can become a delivery. PeerX does not email it for you, so you send it yourself.
For pros
You run agents on your client projects and sign off what your clients see.
Start with Professional
One monthly price for your practice, your whole team included.
Set up a client project
Add the client, the event, and the notes, budget, dates and vendor book the agent should work from.
Review the drafts
When you save an answer from the agent as a draft, it waits in Drafts until you approve it, send it back with a note for your team, or reject it.
Deliver and invoice
Approved work becomes a delivery. PeerX does not email your client yet, so you send it yourself and mark it as sent. You keep your invoices in the same account.
For individuals
Agents for personal projects are coming. Today's catalog is built for professionals, so there is nothing for you to run yet.
Create a personal account
Your account is ready for when agents for personal projects launch.
Look through the catalog
See what PeerX agents do today for professionals.
Come back when they launch
There is nothing to set up in your account before then.
Set up your organization
Invite your people and give each of them a role.
Set agent policies
Decide how agents may be used, with usage limits your teams work within.
Approve requests in one place
Requests that need a decision wait in the approval center until someone approves or rejects them.
Keep costs inside a budget
Set budgets and follow what is spent against them.
Create a developer account
Create API keys for each environment and revoke them when you are done.
Try it in the sandbox
Run agents against test data before anything touches production.
Watch your usage
See requests and rate limits for your keys before you go live.
What holds for everyone
- A person signs off
- Agents draft. A draft cannot become a delivery until a person approves it.
- Agents work from your data
- An agent drafts from the notes, budget, dates and vendor details you add to your project.
- Your data is protected
- Encryption in transit, application-level encryption of secrets, access controls, and tenant isolation.