To learn how to effectively use the Library feature as an end user, please refer to our 'Library' article.
Overview
Admins can customize prompts and examples in the Library tab to fit the unique needs of your business.
Prompts
Saving Prompts
After entering the prompt, click 'Save Prompt' in the composer.
Admins will be prompted to assign titles, visibility, categories, and practice area tags for organization.
Admins can create new categories/practice areas by typing in the search bar and selecting 'Create New'
Managing Prompts
Navigate to the Library page and select Prompts.
Locate the prompt under WorkspaceName or Harvey.
Choose an action:
Edit – Add or update tags for better organization.
Admins can remove tags by deselecting them from all prompts.
Delete – Remove the prompt permanently.
For Harvey prompts, Admins can also select 'Hide from Team'
Examples
Saving Examples
After running a prompt in Assistant, click on the '...' menu in the top right corner.
Select 'Save as example.'
Admins will be prompted to assign titles, visibility, categories, practice area and document tags for organization.
Admins can create new categories/practice areas/document tags by typing in the search bar and selecting 'Create New'
Managing Examples
Navigate to the Library page and select Examples.
Locate the prompt under WorkspaceName or Harvey.
Choose an action:
Edit – Add or update tags for better organization.
Admins can remove tags by deselecting them from all prompts.
Delete – Remove the prompt permanently.
For Harvey examples, Admins can also select 'Hide from Team'
For further assistance, please contact [email protected]