Personal agents
Teach it your process. Keep your judgment.
An agent can remember the conventions you choose, turn a repeatable process into a skill, and coordinate specialists. You can inspect the plan, speak to the team, and steer the work as it happens.
01 / The plan
The review boundary stays visible.
Review or revise the proposed plan. When approval is required, the run waits for your decision. Auto-accept is a setting you control.
02 / How a team shares the work
One brief. A team you can talk to.
Interactive example
Illustration only. No agents are running and no messages are sent.
03 / Inside a specialist’s room
Sample room exchange
Evidence
- Assigned track
- Connect each factual claim to the supplied material. Keep missing evidence separate from confirmed facts.
- Expected handoff
- An evidence map with source references and open questions.
You
What do we still need to verify?
Evidence
In this example, the delivery date has no supporting record attached. It stays an open question, not an established fact.
One shared report. Or a report per specialist.
Follow each agent’s progress, open its room, and use independent review, debate, or opponent-role simulation. Inspect the selected result, edit project-file-backed reports, and export supported outputs.
Keep the context / Persistent memory
What should carry forward.
Enable chat memory so the agent can keep notes on preferences, project conventions, and recurring workflows.
Enabled in settings · Account-scoped · Subject to storage limits
Example context notes
“Start case summaries with the decision needed.”
“Keep unresolved evidence visible, not buried in the conclusion.”
Start with your role.Set your profession, specializations, and additional instructions to tailor responses to your legal role.
Keep the method / Reusable skills
How the work should be done.
Let the agent create a reusable skill for an established process and refine it when you correct the workflow.
Example review method
State the decision the reader needs to make.
Connect each claim to its source.
List unresolved evidence before the recommendation.
A reusable skill file—not a new model or an approval bypass.
Stay in the conversation.
The first prompt does not have to be the final instruction.
- Say it your way
- Dictate a prompt or use a realtime voice session when an eligible voice model is selected.
- Steer the work
- Send a steering message, stop an active run, queue a follow-up, or send your task as a goal.
- Keep your options open
- Edit an earlier message to continue on a new branch. Keep unsent drafts and switch between signed-in accounts.
- Choose an available model
- Use the models your account offers, including supported ChatGPT or Claude connections. Availability and switching follow the connection and active-cache rules.
Before you start
- Memory is controlled in settings and applies only where enabled. Saved skills and memories remain subject to account scope, permissions, and storage limits.
- Models, voice sessions, and connected-provider choices depend on the account and current availability; an active model cache can temporarily prevent switching.
- Memory and reusable instructions do not remove verification or approval requirements. Review plans and sensitive actions before proceeding.
