Set up your use case (via task or manually)

Now that you've set up your prerequisite resources, you can set up your use case.

In this page, you'll learn:

1. How to set up a use case via Tasks

2. How to set up a use case manually

Setting Up a Use Case via Tasks

You can set up a use case quickly and easily by delegating a task.

To do so, click the Teammates tab in the top-bar menu, then click Tasks in the left-side menu. From there, click the Delegate Task button in the top-right corner and follow the on-screen instructions.

For detailed instructions, check out our full guide on delegating a task.

Setting Up a Use Case Manually

You can set up your use case manually by adding a source, then creating a Teammate, and finally, connecting the Teammate to that source. Here's how:

1. Add a Source

First, add a source.

As a reminder, a source is a URL to a repository containing your Kubiya tools. Adding the source to Kubiya connects the Kubiya platform to your tools.

In order to add a source, you must have a repository with tools written in Kubiya's schema.

If you don't have one yet, learn more about creating tools.

2. Create a Teammate

Once you've done that, create a Teammate. This will be the AI Teammate you and your organization chat with to initiate tasks.

Note: Your tools may expect certain environment variables. When configuring your Teammate, you can/should add them. Learn more

Once you've done this, your use case is live! The next step is to use your teammate and have it perform tasks.