You can get fast, accurate help with Ironclad features and workflows by using Ask Ironclad, our AI-powered virtual support agent. Ask Ironclad is designed to answer questions about Ironclad’s Contract Lifecycle Management (CLM) platform by drawing from publicly available resources in our Help Center and Ironclad Academy.
Use Ask Ironclad to find product-specific guidance, discover high-value capabilities, and find solutions without having to reach out for live support.
Use Case
At Classics Inc., a legal operations manager is training new team members on Ironclad. While reviewing how to set up approval chains, a team member visits the Ask Ironclad page, types a question, and receives a clear, actionable answer with links to relevant learning resources. The team can also provide feedback on the agent’s response, helping Ironclad improve the support experience for everyone.
Permissions
| Features | Ironclad Academy – Ask Ironclad Agent |
| Permissions | Open to all Ironclad customers and partners. No login required. |
Use Ask Ironclad
Warning: Ironclad is not a law firm and does not provide legal advice. Please note that the Ask Ironclad AI agent cannot:
- Offer legal advice or operational recommendations.
- Discuss pricing, roadmap, or customer-specific data.
- Compare Ironclad to other vendors or products.
- Handle requests unrelated to Ironclad’s products or public documentation.
To use Ask Ironclad:
-
Go to academy.ironcladapp.com/pages/ask-ironclad.
- Enter your Ironclad-related question in the chat field, and prompt Ask Ironclad for answers.
- Ask Ironclad will respond with a product-specific answer, including links to relevant Help Center articles or Ironclad Academy courses and suggestions for next steps.
Note:
If your question is outside the scope of Ironclad’s features, the agent will redirect you to supported topics or recommend submitting a support ticket for further assistance.
Provide Feedback to Help Improve Ask Ironclad
Ask Ironclad is continually refined based on user feedback. After each response, you’ll see built-in feedback options:
- Thumbs Up / Thumbs Down: Indicate if the response was helpful or not with a single click.
- Leave Detailed Feedback: For more specific input, use the feedback form at the bottom of the page to write longer comments or suggestions about your experience with Ask Ironclad.
Your feedback directly informs improvements to the agent, helping Ironclad calibrate and enhance the support experience for all users.
Tips to Interact Effectively with Ask Ironclad
- Stay Product-Focused: Ask about Ironclad features, workflows, AI tools, or integrations.
- Be Specific: Phrase your question using Ironclad terminology (e.g., “How do I use Smart Import?”).
- Follow Up Questions: If your question is unclear, the agent may ask follow-up questions or offer example prompts.
- Suggest Related Features: After answering, the agent will suggest related features or resources to help you get more value from Ironclad.
- Contact Support: If you are frustrated or need more help, the agent will acknowledge your concern and direct you to Support if needed.
Example Use Cases & Prompts
| Use Case | Related Prompt |
| Access & Permissions - Help users understand or adjust who can view or act on workflows and documents. | “How do I make sure people in a specific group can only access the workflows they personally created?” |
| Date & Field Formatting - Guide users on formatting rules for fields in templates or workflows. | “How can I change the date format to DD/MM/YYYY in my configuration?” |
| User & Group Lookup - Show users how to find members of approval groups, roles, or permission sets. | “Where can I see who is included in a given approver group?” |
| Integrations Troubleshooting - Help diagnose issues connecting with third-party systems (e.g., Salesforce). | “Why can’t I find our app listed in the connected apps panel in Salesforce?” |
| Program Enrollment - Explain what happens after submitting an external registration or onboarding form. | “What happens after I submit my information through the EAP Sign up?” |
| Template Building & Formatting - Provide guidance on creating structured multiple-choice or conditional fields. | “How can I make each option in a multiple-choice field appear as its own bullet?” |
| Workflow Submission Guidance - Explain how to launch, submit, or progress contracts through review. | “What’s the process for submitting a contract for review, and how long does it usually take?” |
| Workflow Assistance & Automation - Help users build new workflows for specific contract types or internal processes. | “How do I create a workflow for low-risk renewals that don’t need legal review?” |
| Feature Explanation - Define key platform concepts (e.g., playbooks, clause libraries, conditions). | “Can you explain what a playbook is and when I should use one?” |
| Configuration Assistance - Provide instructions on enabling or setting up features. | “How do I enable this feature in my environment?” |
| Launch Form Automation - Suggest ways to prefill or automate questions in a workflow launch form. | “Is there a way to auto-answer launch form questions based on details in an uploaded document?” |
| Record Linking & Version Control - Show users how to relate contracts (e.g., supersedes, amendments). | “How can I link two records to show that one contract supersedes another?” |
| API Troubleshooting - Guide users on credentials, scopes, or usage for specific API endpoints. | “I only see credentials and scopes under my API settings - what else do I need to configure?” |
| Workflow Rules & Restrictions - Clarify limitations or differences between workflow types. | “What restrictions apply to public workflows compared to standard workflows?” |
| Notifications & Reminder Behavior - Explain how contract reminders work and how long they continue. | “Do automated contract reminders keep sending indefinitely, or do they turn off on their own?” |
Resources
Explore articles, courses, and support options to get the most out of Ironclad.
Help Center
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