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The Agent is your AI legal associate inside Word. It reads the open document, including tracked changes and comments, and answers in plain language. When it suggests a change, you choose whether to put it in the document.

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Start a conversation

Type in the chat box on the Home screen, or open the Agent tab, and click the arrow to send. The Agent screen has three starter ideas: Highlight key obligations, Write an email, and Review this document against. Answers include numbered citations. Click a number to jump to that clause in the document.

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Example requests

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Add context

Click + in the chat box, or type @, to add context to your request:
  • Playbooks, Templates, Policies, Contracts, Vault, and Clause Libraries from your Chamelio workspace
  • Upload file to attach a file from your computer, such as a PDF or another Word document
Each item appears as a chip above the chat box. Click x on a chip to remove it. To ask about a specific passage, select it in the document and click the Highlight Text button (the T icon). The selected text is added as a chip.
To work with all contracts with one counterparty, name the counterparty in your request. The Agent searches your repository for them.
The Prompt Library button (book icon) opens saved prompts. Templates has ready-made prompts, such as NDA Review and Review Tracked Changes. Private and Organization hold prompts you and your team save with New Prompt. Clicking a prompt puts its text in the chat box so you can edit it before you send it.

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Put the Agent’s work into your document

The Agent proposes. You decide.
  • Changes to existing text appear as a redline card. Click See location to find the clause, then Apply to insert the change as tracked changes.
  • New text, such as a new clause, appears as a card showing how much is added (+) and removed (-). Place your cursor where the text should go, then click Insert At Cursor. To insert it as a tracked change, turn on Track Changes in Word first.
  • Comments appear as a Proposed Comment card. Click See location to place the cursor on the clause, then Insert At Cursor to add it as a Word comment.
  • New documents, such as an amendment or a clean copy, appear as a DOCX card. Click the card to open the file in Word as a new document.

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Manage conversations

  • History. The clock icon opens your past conversations for this document, with a search box. Use the menu on a conversation to rename it. History is saved per user and per document, so open the same document to see it.
  • New Chat. The pencil icon starts a fresh conversation. Start a new chat when you switch topics, or after you edit the document yourself. An ongoing conversation may not see edits you made after it started.
  • Message actions. Under each answer you can Copy it, Download it as PDF or Word, or Branch from here.

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Choose a model

The model menu next to the chat box has two options, Focus and Fast. Focus is the default.

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The Agent can use

Web research

Searches the web for legal and market information and cites its sources

Playbooks

Compares the document with your organization’s positions

Document Review

Review results for this document

Working in Word

Comments, formatting, and undo with Word’s own tools