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Docs/editor/The AI Assistant

The AI Assistant

3 min readUpdated Mar 25, 2026

Overview

The Optimaite AI assistant is your writing partner. It understands your entire document and can:

  • Draft new content from prompts
  • Rewrite existing text (simplify, formalize, expand, shorten)
  • Review documents against custom rules
  • Compare two document versions
  • Answer questions about your document

Access the AI

There are three ways to use the AI:

AI Panel — The AI panel appears on the left side of the editor. Type your message and press Enter. The AI sees your full document context.

Inline AI (⌘K) — Press ⌘K anywhere in your document. A compact input appears right where you're working. Type a command and the AI applies it to your current context (selected text, current paragraph, or full document).

Floating Widget — When minimized, the AI appears as a floating widget you can click to expand. Drag it anywhere on screen.

⌘K is the fastest way to use AI. Select text first to give the AI a specific target — otherwise it works on the full document.

AI Modes

The assistant has four modes, each optimized for a different task:

Ask Mode

Ask questions about your document or get general writing help.

Example prompts:

  • "What are the key obligations in section 3?"
  • "Summarize this document in 3 bullet points"
  • "What's missing from this contract?"

Draft Mode

Generate new content from a prompt. The AI creates text that matches your document's style.

Example prompts:

  • "Draft a confidentiality clause"
  • "Write an executive summary for this report"
  • "Add a force majeure section"

Review Mode

Run automated checks on your document using Playbooks — reusable rule sets.

Example prompts:

  • "Review this for compliance issues"
  • "Check for inconsistent terminology"
  • "Find ambiguous clauses"

Compare Mode

Compare two versions of a document side-by-side, with AI-generated summaries of every change.

Open the AI Panel

Custom Skills

Skills are reusable AI actions with pre-configured prompts and parameters. Create a skill once, run it with one click.

Go to the Skills page

Navigate to Skills in the sidebar to see installed and custom skills.

Create a new skill

Click "Create Skill" and define a name, description, and prompt template. Use variables like {selected_text} for dynamic content.

Run a skill

Open the AI panel and select your skill, or press ⌘K and type the skill name.

Playbooks

Playbooks automate document reviews. Define rules like:

  • "Flag any clause that limits liability below €1M"
  • "Ensure every section has a heading"
  • "Check that all defined terms are used consistently"

The AI evaluates your document against each rule and generates a report with specific citations.

Tips for Better Prompts

Be specific. Instead of "improve this," say "make this paragraph more formal and add specific dates." The more context you give, the better the output.

  • Give examples — "Rewrite like this: [example]"
  • Specify format — "As a numbered list" or "in one paragraph"
  • Set constraints — "Keep it under 100 words" or "use German legal terminology"
  • Iterate — The AI remembers your conversation. Say "make it shorter" or "actually, go back to the first version"
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AI Modes: Ask, Draft, Review, Compare