How to Edit Agents in Eve

Overview

This article shows you how to edit existing Agents in Eve. You can modify names, descriptions, tags, visibility settings, prompt instructions, and example files. These changes can be made from the Agents tab.

Prerequisites

• An active Eve Legal account

• Appropriate user permissions to edit Agents (you can edit agents you created; Firm Administrators can edit any agent in the organization)

• The agent you want to edit must already exist in your Agents library

Step-by-Step Instructions

Editing from the Agents tab

1. Navigate to the Agents tab — Log in to Eve Legal and click "Agents" in the main navigation menu on the left. You will see all available agents in your organization.

2. Locate the agent you want to edit — Use the search bar or filter dropdown to find the specific agent you wish to modify. Filters allow you to view agents by tag, type, or sharing settings.

3. Open the edit menu — Click the three-dot menu (...) on the right side of the agent card.

4. Select Edit — Click Edit from the dropdown menu. The agent editor will open with the current agent configuration.

5. Make your changes — Modify any of the following:

   1. Name and description: Update the agent name or description to better reflect its purpose

   2. Tags: Add or remove tags to improve organization and discoverability

   3. Visibility settings: Change between "Only me" (private to your account) or "Shared" (available to others in your firm)

   4. For Chat Agents: Edit the prompt instructions that will be executed when running the playbook

   5. For Drafting Agents: Upload new example DOCX files or remove existing ones to refine how Eve drafts documents in your style

   6. Advanced Agent configurations: Background knowledge for consistent reference material, triggers to make auto-agents!

6. Save your changes — Click Save to apply all modifications. The updated agent will immediately be available in your Agents tab and in any matters where it can be used.