Skip to main content

How to Use Ask (Spellbook’s Built-In Assistant)

M
Written by Mustafa Jamal
Updated over a week ago

What is "Ask"?

The new Ask tab is our very own, built-in, AI chat, which lets you quickly search your document for important information, draft verbiage for documents or emails, and review basic data across the whole document or a specific selection of text.


Watch a Video Tutorial


Spellbook's Built-In Assistant (Ask)

1. In the Assistant Tab, click "Ask" to ask Spellbook anything related to your document or to quickly create verbiage.

2. To access any saved prompts, click on the "Prompt" icon to access your prompt library.

3. Enter your prompt into the textbox.

4. You can click on "Enhance" to help you build out your prompt more.

5. Click on the paperclip icon to upload reference documents. Learn more about this feature here.

6. The pencil icon on the left will allow Spellbook to suggest revisions for your document.

7. Toggling on "Web Search" will allow Spellbook to search the web for information.

8. Toggling on "Legal Sources" will allow users to ask Spellbook legal questions and receive AI-generated answers grounded in trusted, jurisdiction-specific legal sources like CanLII and EDGAR. More information about this here.

9. Once you're happy with the prompt, click the blue arrow to run the ask.

10. Spellbook will generate an answer for you below.

11. If you'd like to save the prompt for later, you can click on the bookmark icon next to your prompt.

Saving Custom Prompts

9. If you'd like to save the prompt for later, you can click on the bookmark icon next to your prompt.

10. To access your saved prompts, go back to the ask tab and click on the prompt icon.

11. This will open a window where you can access all your prompts.
The “Yours” tab contains the prompts you’ve created, while the “Spellbook” tab includes Spellbook’s preloaded library of prompts available for you to use at any time.

12. You can create prompts by clicking on the '+' icon.


Ready to master Spellbook at your own pace? Visit Spellbook Academy.

Need additional assistance? Contact our support team at success@spellbook.legal

Did this answer your question?