Conga Copilot is an AI-powered virtual assistant designed to boost productivity and efficiency when working with an agreement document through its entire lifecycle. It leverages machine learning (ML) and natural language processing (NLP) to understand, analyze, and generate content. This is a valuable tool for users handling large documents,allowing them to inquire about the content of an agreement and obtain a summary of the document.
Key features
Answers to the questions related to an agreement document.
Provides a summary of the agreement documents.
To enable Conga Copilot
From CLM Setup, click on the Copilot > General menu link on the left.
Toggle the Active button on.
Enter your Authorization Endpoint, Application Endpoint, and Client Id. For instructions on how to obtain this information, see Accessing Conga Copilot.
Click Assign Copilot Users.
Under Default Organization Level Value, check Enable Conga Copilot to enable the feature for your entire organization.
To apply the setting to a specific user or profile, click Edit next to the name of the existing user or profile or click New.
In the Location field, select Profile or User, then search for a profile or user.