You can ask questions regarding an agreement document and expect a response from Conga Co-Pilot. You can use the chat window in Conga Co-Pilot to ask questions and get answers. 

Prerequisites

  • Your Contracts for Salesforce administrator has enabled Conga Copilot
  • You have added Copilot For Documents in Mobile & Lightning Actions to your page layout
  • User has access to agreement records.
  • An agreement record has associated agreement documents.

Ask a question with Conga Copilot

  1. Navigate to a Contract Agreement 
  2. From the More dropdown arrow on the top right navigation menu, click Copilot for Documents
  3. Select a file and click Launch Copilot. This action opens the document window on the left displaying the document details and the COPILOT window on the right.

  4. Click the search icon () at the top of the document page and enter the keyword in the search box. You can search keywords based on the following options.

    • Highlight All: Highlight the search keyword in the contract document.
    • Match case: Limits the results to terms with a specific capitalization. When this option is enabled, the search differentiates between uppercase and lowercase letters. For example, searching for “Force” does not return results for “force” or “FORCE".
    • Match Diacritics: Text comparisons or searches take into account diacritical marks. When you’re searching for or matching text, Co-Pilot differentiates between characters with and without diacritics. For example, “résumé” and “resume” are treated as distinct entries.
    • Whole Words: Searches for specific terms or phrases in a contract document. If you search for a word, Co-Pilot only returns results where that exact word appears.
  5. The COPILOT window displays the following:
    • How does this work?: Navigate to the Conga Customer Community page.
    • Get Support: Navigate to the Conga Customer Community page and log in with your credentials.
    • Recent chats: Navigate to the recent chat history window containing your recent interactions with Copilot.
    • Frequently used prompts: This contains the most commonly used prompts. You can select any prompt and Copilot responds with a relevant answer.
  6. In the COPILOT window, type your question related to the document in the text box and click the arrow icon to receive the relevant answer. For example, you can ask "What is the contract agreement name" or "What are the restrictions?". 
    • Click the clear icon () before the text box to return to the home screen.
    • Click the Regenerate icon () to get a different version or format of answer for the same question. This is useful when you don't get an appropriate answer in the first instance.
  7. Click HISTORY to view the chat history for this document based on your interactions with Conga Copilot.

See Use Case for Chat Questions for more examples of how to use this feature.