Run and Schedule Custom Agents

Overview

In your Harvey workspace, you can run custom agents directly within a Harvey thread, or within the Agents page ****on the sidebar.

The Agents page is where you find and manage all custom agents available to you, including agents you built, agents your team shared with you, and agents built by Harvey. Each agent has an Agent details page, where you can review what the agent does, run it, and set a recurring schedule.

The Agents page is also where you can create new agents and publish them to your workspace. See our Build Custom Agents article to learn more.

Browse Available Agents

To browse and search through the custom agents that are available to you, select Agents in Harvey's sidebar.

All of your available agents are listed on this page. You can search or filter the agents using the options above the list:

• Select the Created by you tab to see agents that you’ve created, or select the Shared tab to see agents that have been shared with you by others.
• Use the search bar to search for an agent by its title or description.
• Filter the list by practice area, creator, and whether or not the agent has been scheduled or is in a draft status.

Select an agent from the list to open its Agent details page.

Review Agent Details

The Agent details page shows:

• The agent's title, description, its creator, and how many times it has run
• An Activity tab, which shows your activity and run history with the agent, as well as any upcoming scheduled runs, including the next run date
• An Instructions tab, which shows the agent’s context and instructions that it uses when it works

If you have the Agent Builder permission, you can edit the agent from this page. Refer to Build Custom Agents for steps.

Run an Agent

You can run an agent from its details page or call it into a thread.

From the Agent Details Page

1. Go to Agents and find the agent in the list.
2. Open the agent's details page.
3. Select Run Agent.
4. A new Harvey thread will open and run your selected agent. Provide any inputs the agent asks for, such as files or matter details.

In a Thread

1. In a thread, type @ to see a list of agents and knowledge sources.
2. Type the agent's name or scroll to find it, then select it.
3. Send your query.

Schedule an Agent

Schedule an agent to run on a recurring basis. To schedule an agent:

1. Go to Agents and find the agent in the list.
2. Open the agent's details page.
3. Select Schedule.
4. Choose how often the agent runs: every set number of days, or weekly on specific days, and at what time.
5. Optionally, add a client matter and set your email preferences.
6. Select Save.

The schedule appears on the agent's details page in the Activity tab, along with its next run date.

To see all of your scheduled agents, select the Scheduled filter on the Agents page.

Scheduling Notes and Best Practices

• Schedules are personal. When you share an agent, your schedule isn't shared, but others can set their own schedule for the same agent.
• Each agent can have one schedule at a time.
• A scheduled agent can't ask for input during a run, such as follow-up answers or file uploads. Remove those instructions from the agent before scheduling it.
• Draft agents can't be scheduled. Save the agent before setting a schedule.