Asking chat-formatted questions
- User has access to agreement records.
- An agreement record has associated agreement documents.
- User has Conga Copilot access
You can ask questions regarding an agreement document and expect a response from Conga Copilot. You can use the chat window in Conga Copilot to ask questions and get answers.
To ask chat-formatted questions
- Click the document's Copilot link. This opens the document window displaying document details on the left and the CO-PILOT window on the right.
- 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, Copilot 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, Copilot only returns results where that exact word appears.
- Enter your document-related question in the CO-PILOT window text box and click the send icon (
) to receive a relevant answer.
Note:Click the clear icon (
) before the text box to return to the home screen.
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.
