Using the Drafts Agent
A tour of the Drafts Agent panel so you know what every template, source toggle, and prompt option does before you generate your first draft.
Set up your draft
Open Drafts from the left sidebar. The Agent tab is where you set up every draft — Saved Prompts and Saved Drafts hold anything you’ve stored for reuse. Want help with your prompting? Sample prompts can be found under Examples in the Sources row.
Click any numbered pin on the screenshots — or any card below — to explore that feature
Click the save icon on the bottom row to save a prompting thread — you can also save your canvas as a draft. Find them in the Saved Prompts and Saved Drafts tabs next to the Drafts Agent. By default, Drafts are shared with all users; to change this, go to your firm’s Roles & Permissions.
Quick recap: Pick a Writing Template, choose your sources — Web, Vault, and Research — then write a prompt (or start from Examples) and hit send. Refine the result in the canvas or with a follow-up prompt, and save it for later.