Configure and Create Custom Notes

Customize your AI Assistant home page, re-order notes, test, and create your own custom notes.

AI Assistant Playground

Click the link to access custom note tools where you can:

1. Re-order notes
2. Create and save custom notes
3. Test custom notes
4. Edit or remove notes

Re-ordering Notes

1. Click the up or down arrows to re-order notes.



2. Your updated order will appear on the AI Assistant home page.

Create Custom Note

1. Fill out all required fields.
2. Select the AI detail level.



3. Add custom sections and fill out required fields. Add an "Instruction Prompt" to further customize the note.





4. Test Note - Fill out the "Snippet Request Description" before testing the custom note.



5. Fine-tune and test your note multiple times.



6. Click "Save Custom Note".



7. Return to the AI Assistant home page to start using your new custom note.

Note Details

Tap the three-dot menu to open note options.

Remove or Delete Notes

1. Click "Delete Note".
2. Click again to confirm deletion.

Notes you created will be permanently deleted if removed here.

Edit Notes

1. Click "Edit Note" to update a note.
2. Fill out the required fields.

You can only edit notes you created.


3. Add custom sections if needed.
4. Click "Save Changes" to confirm changes.
5. Click "Cancel" to discard unwanted changes.