Enable Ironclad Assistant 

To enable Ironclad Assistant:

1. Click your profile icon in the top right corner, and select Company Settings from the dropdown menu.
2. Click Ironclad AI in the left sidebar menu.
3. Under Ironclad Agents, toggle on the setting for Enable AI Assistant. 

Access Ironclad Assistant

Assistant appears in the top navigation bar, alongside Dashboard, Insights, and Obligations.

To open Assistant, select Assistant in the top navigation bar.

To open Assistant automatically when you sign in, set it as your default home page. See Set Ironclad Assistant as Your Default Home Page.

Use Ironclad Assistant

The Ironclad Assistant page opens to a single input where you enter your request in plain language. Enter your question or request, then submit it to receive a response.

Assistant is conversational: you can follow up on a response to refine or narrow it, rather than starting over with a new request.

The panel on the left of the page lists your previous conversations. From this panel, you can:

• Start a new conversation
• Search your conversations
• Return to an earlier conversation to review it or continue it

How Ironclad Assistant Handles Queries

Assistant handles a request in one of two ways:

• Answering directly. Assistant finds the relevant contracts, workflows, and data and returns an answer, with the records and context behind it.
• Routing to an agent. When a request calls for a specific capability, Assistant hands it to the Ironclad agent that handles it, so you can move from an answer to the next step without leaving the conversation. Admins may need to enable certain AI agents before it's available to users through this feature.

Example Questions

Assistant answers questions about your contracts, your workflows, and the data inside them. It finds the relevant records and returns a contextual answer, with summaries and snippets from the source.

Questions Assistant can answer include:

• Which contracts are up for renewal next quarter?
• What are our payment terms with this vendor?
• Are there any high-risk clauses in this agreement?
• Who needs to approve this agreement next?
• What is the latest activity on this workflow?
• How many of my in-flight contracts are in the review stage?

Ironclad Agents and Features

When a request calls for a specific capability, Assistant routes it to the Ironclad agent that handles it. Which agents are available to you depends on which features are enabled for your company and on your permissions. Newly released Ironclad agents become available through Assistant as they ship.

Individual agents may have their own scope, permission requirements, and limitations. See the agent's article for details.

Contract Family Agent is a separate experience from Ironclad Assistant. It is not routed through Assistant. For more information, see Contract Family Agent Overview.