How to Add Company Profiles

Company Profiles enable users to teach Spellbook about their organization and have that context automatically inform every project, chat, and edit.

Although this feature was made specifically for In-House teams, there is nothing stopping all users from benefiting from the feature. You can also create profiles for clients.

1. To create your own company profiles, click Account

2. Click settings

3. Click "Organization Profile"

4. Click "Create Profile"

5. Here, you can type in your company name for your profile to be automatically generated with AI.
OR you can fill out the information manually.

6. Once the information is autofilled, you can still edit the information to ensure accuracy.

7. Click "Next"

8. Here, there will be information for you to review as well. If everything looks good, click "Next."

9. On the next page, you can also customize your legal context. This will not be autofilled if you clicked the AI generated option at the beginning. You will need to manually fill this out.

10. Below, there is a toggle where you can set this company profile as default.

11. Once you're happy with everything, click "Create Profile."

12. Within a project, you can ask Associate questions about your company, and it will be able to answer.

13. You can also prompt Associate to create a new company profile in chat, and it will give you the option to do so.