Docue Agent (beta)

Docue Agent is Docue's AI assistant for contract management. You can ask it to find documents, tell you about upcoming dates or draft a contract. It also answers questions about legislation.

Docue Agent is in beta, and there is no additional charge for it during the beta.

Enabling Docue Agent

A workspace admin enables Docue Agent for the whole workspace. Other users don't see Docue Agent until it has been enabled.

1. Log in to Docue as a workspace admin.
2. Open Docue Agent from the bottom-right corner of the screen.
3. Select Enable Docue Agent.

Once it is enabled, the chat opens and you can ask your first question. From then on, Docue Agent is available to every user in the workspace.

Using Docue Agent

Open Docue Agent from the bottom-right corner of the screen and type a question or request. For example, you can ask:

• "Which contracts expire in the next three months?"
• "Find the lease agreements where the tenant is Example Ltd."
• "Draft an employment contract for a new salesperson."
• "How long is an employee's notice period?"

You can attach files to a message, such as PDF, Word or Excel files or images. Docue Agent can also use the page you have open, such as a document, as context for the conversation.

Permissions and security

Docue Agent follows your workspace's user permissions. It can only see and do what the user themselves has access to. A user can't use Docue Agent to reach documents they otherwise couldn't access.

Good to know

• AI can make mistakes. Always check important information before relying on it.
• If you don't see Docue Agent, your workspace admin hasn't enabled it yet.
• You can rate answers with the buttons below each answer. Your feedback helps us improve Docue Agent.
• If you want to disable Docue Agent for your workspace, contact our customer support.

Keywords: Docue Agent, AI, agent, beta, enabling