New User Training Video #7: Chat Agents and Advanced Agent Functionality

Summary

This video provides an overview of Chat Agents in Eve, a feature that allows legal professionals to design and deploy specialized AI assistants tailored to their firm's most common tasks and workflows. Unlike a general-purpose conversation, a Chat Agent operates within a defined set of instructions and resources, producing outputs that are consistent, on-brand, and specific to the work at hand. The video walks users through the process of building an agent from scratch — setting its purpose, attaching relevant Central Library documents, and configuring its behavior — as well as how to share agents across a team for standardized use. Advanced functionality covered in the video includes dynamic agent customization, task-specific prompting, and how agents can be used to automate complex multi-step legal processes. Teams are encouraged to experiment with agent configurations and refer to the Help Center as they develop more sophisticated workflows.