Search Agent
The Search Agent is an AI-powered capability in Conga CLM that enables users to discover, explore, and analyze contracts across the entire repository using natural-language queries. It helps users quickly locate relevant agreements, understand how contracts evolve over time, and navigate relationships between parent contracts and related documents such as amendments.
Using the Search Agent, users can search across synchronized contract data to find agreements based on business context, status, or contractual attributes. Beyond discovery, the Search Agent supports intelligent clause identification and comparison, allowing users to trace how specific clauses change between a parent contract and its amendments. This enables deeper contract analysis without manually opening and reviewing multiple documents.
The Search Agent also understands contract relationships, such as master agreements and their associated amendments, and presents results in context. Users can continue asking follow-up questions within the same conversation, enabling multi-step research and analysis while maintaining continuity.
Designed for large contract repositories, the Search Agent helps legal and business users efficiently research contracts, and gain insights across related agreements. Access to the Search Agent is managed through administrative configuration and is available through a dedicated interface on the Advantage Platform.
Asking Questions in Search Agent
- The administrator must raise a CloudOps ticket to enable the Launch Darkly feature flag Contract_Search_Agent_CONTRACTS-30403.
- The administrator has enabled library-ai-features feature flag.
- The administrator has enabled Contract Search Agent for Agreement object in your permission group.
- You have access to contract records.
- Contract records have associated contract, supporting, or global documents with clauses
Results are returned in a tabular format for agreements and clauses, or as descriptive responses for specific content queries.
- Click the App Launcher icon (
) and select Contract Apps.
- Click the Search Agent icon (
).
This displays the Search Agent window. - Enter your question related to the agreement, clauses, or associated contract documents, and click the Send icon (
) to receive the response.
Click the Regenerate icon () to get a different answer for the same question. This is useful if you don't get an appropriate answer in the first instance.
Examples in NQL for contracts can include:- List all MSA type contracts
- How many contracts are in authoring?
- Show all contracts which are terminated.
Examples in NQL for contract clauses can include:- Pull up the force majeure clause for contracts over $15k
- Pull up the limitation of liability clause for contracts over $20k
- any force majeure clause is defined in the contract
Examples in NQL for contract relationships can include:- How many child contracts are there in parent contract <number>?
- End date in child contract <number>
- How many amendments are there in parent contract <number>
