Early Access Feature
Run Custom Agents in the Word Add-In
Run text-based custom agents directly against your Word document using the Harvey for Word add-in.
Interested in testing this feature?
Contact your Customer Success Manager for early access.
Overview
You can now run your saved, text-based custom agents directly in the Harvey for Word add-in. Results will stream into your conversation with Harvey, including document suggestions and tracked changes, just as they do on the web today.
The Word add-in's navigation now includes three tabs: Thread, Agents, and Library. Existing Word-native workflows move into Library alongside Playbooks, saved prompts, and clauses.
How to Use
Run a Custom Agent
- Open the Harvey for Word add-in.
- Choose a custom agent to run against your document:
- Select the Agents tab to browse the published agents your workspace can run, or:
- When writing a prompt for Harvey, type @ followed by the name of the agent to include it in your query.
- Run the agent. If Harvey needs more information mid-run, you can answer, decline, or skip the clarifying question that appears inline.
- Review the agent’s output, including any document suggestions shown as tracked changes. You can cancel a run mid-stream, or reconnect if the task pane reloads.
Note: You can reopen a past agent thread from your Word document history to continue a conversation.
Run a Harvey-Built Workflow, Playbook, Prompt, or Clause
- In the Harvey for Word add-in, select Library along the bottom navigation bar.
- Search the library, or filter your results by selecting Workflows, Playbooks, Prompts, or Clauses.
- Select a resource from the library to run it against your document or add it to your query.
FAQs
Q: Do I need to set anything up to use this?
No setup is required. Agents you've already created and published will automatically appear in the Word Add-in's Agents surface.
Q: Can you create agents in Word to use in the Web App?
No. You can create agents in Web, and use them in Word.
Q: Will this replace existing Word workflows like Redact or Proofread?
No, these workflows remain unchanged and will continue to appear alongside your custom agents for quick access when you need them.
Q: Will the agent edit my document directly?
Agent responses can include document suggestions with tracked changes. You always have the ability to accept, reject, or modify those tracked change solutions.
Q: Can I run a block-based / custom workflow agent in Word?
No. This release is scoped to running agents.
Q: Can I use an agent from a different workspace?
No. Agent and workflow discovery is scoped to your current workspace.
Q: Can I run an agent against files other than the one I have open?
Yes, you can upload extra documents as context for the agent, and the agent will be able to read and access those documents.