Overview
Admins can customize prompts and examples in the Library tab to fit the unique needs of your business.
To learn how to effectively use the Library feature as an end user, please refer to our ‘Using the Library’ guide
Saving Team Prompts
After clicking on 'Save Prompt', Admins will be prompted to assign titles, categories, and tags with the following information:
Practice Area: Tags related to different practice areas. Default labels are 'General,' 'Transactional,' and 'Litigation.'
Category: General categories for better organization. Default labels are 'Summarize,' 'Analyze,' and 'Ideate.'
Document Type: (optional) Tags specifying the type of document involved.
Admins can create new labels for any of these categories and re-tag any item within the Team or Harvey libraries.
Managing Prompt and Example Visibility
Selecting the ‘Prompt’ or ‘Example’ options will display all items, categorized by their creator.
Team: Prompts/Examples created for your entire team by workspace Admins. Only Admins are able to create Team prompts and examples.
Harvey: Prompts/Examples created by the Harvey team to get you started. Admins have the ability to hide these examples at their discretion.
To customize an item:
Navigate to the Library
Choose either the ‘Prompts’ or ‘Examples’ section to begin.
Choose between the Team and Harvey query type.
Choose the prompt or example that you wish to action.
For Team Queries: You can either ‘Edit’ or ‘Delete’ the selected prompt or example.
For Harvey Queries: Use the ellipsis menu on the right to ‘Hide from Team’ or ‘Edit’.
Selecting 'Edit' enables you to label team prompts and examples with various tags. For instance, a prompt can be tagged with 'Litigation' for Practice Area or 'Summarize' for Category. For examples, you can also add a document type.
For further assistance, please contact [email protected]