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Assistant creation dialog showing configuration options for custom assistants Custom assistants let you create AI tools configured for your exact needs. You define the instructions, add relevant documents, and configure how the assistant behaves.

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Creating a Custom Assistant

1

Start the Assistant Creator

Assistant creation interface showing the basic setup optionsNavigate to Assistants and click Create Assistant. Give your assistant a clear name that describes what it does - for example, “Employment Contract Reviewer” or “Client Memo Drafter.”Creating a new assistant
2

Write Instructions

Writing instructions for your custom assistantInstructions tell the assistant what to do and how to respond. Good instructions include:
  • Role: Who the assistant should act as (“You are an experienced employment lawyer…”)
  • Task: What the assistant should accomplish
  • Format: How results should be structured
  • Constraints: Any limitations or requirements
Use the Generate button to have Libra automatically improve your prompt. You can then manually adjust the generated prompt.
3

Add Knowledge (Optional)

Adding knowledge documents to your assistantUpload documents the assistant should reference when responding:
  • Templates or sample documents
  • Internal guidelines or checklists
  • Relevant legal materials
  • Client-specific information
Documents become part of the assistant’s knowledge base and improve accuracy for your specific use case.
4

Configure Settings

Configuring assistant settings and visibility optionsAdjust settings to control behavior:
  • Project: Which project the assistant belongs to
  • AI Model: Default model selection (optional)
Click Save & Create to finish your assistant.
5

Test and Refine

Testing your assistant with sample requestsBefore relying on your assistant, test it with realistic requests. You can either write a custom prompt or select a premade prompt from the UI (highlighted in red).
  • Does it understand the task correctly?
  • Is the output format what you expect?
  • Does it use your uploaded documents appropriately?
Adjust instructions based on test results. It often takes a few iterations to get things right.

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Sharing Assistants

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Created an assistant that works well? Share it with your team, a user group, or specific colleagues so everyone can benefit from your configuration.
1

Open your assistant

Navigate to your assistant. You’ll see the Share button in the action bar.Assistant detail view showing Edit Assistant, Share, Duplicate Assistant, and Delete buttons
2

Click Share

Click Share to open the sharing options. From here you can:
  • Set General access to Everyone in the team to share with your whole team
  • Search for specific user groups or colleagues in the Share with field
  • Choose a permission level (View only, Edit, or Full Access) for each person or group
Sharing options showing share with field, general access setting, and who has access

Team Management

Learn more about user groups, permission levels, and sharing options.

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Managing Your Assistants

After creating assistants, you can edit, duplicate, or delete them.
1

Open Assistant Settings

Click on the assistant you want to manage and open the settings panel. Here you can update instructions or add new documents.Assistant settings panel
2

Duplicate or Delete

Use the menu options to duplicate the assistant as a starting point for a similar one, or delete assistants you no longer need.Duplicate or delete assistant options

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Writing Effective Instructions

The quality of your instructions determines how well the assistant performs.
Instead of “Review contracts,” write “Review the uploaded contract and identify clauses related to termination, liability caps, and intellectual property assignment.”
Specify how you want results presented: “Create a table with columns for Clause Reference, Issue, Risk Level, and Recommendation.”
If the task involves judgment calls, include examples of how you want things categorized or evaluated.
Clarify what the assistant should and should not do: “Focus only on German law. If the contract involves other jurisdictions, note this but do not analyze.”