Conga Copilot is an AI-powered virtual assistant designed to boost productivity and efficiency when working with a contract 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 working on large documents to ask questions about the content of a contract document.

Key features

  • Answers to the questions related to a contract document.
  • Providing a summary of the contract documents

Use Case for chat questions to Copilot

A legal team must find certain information quickly when reviewing a partnership contract containing 200 pages of content. They cannot spend time on one contract document considering that they must complete important tasks. This use case describes how using Conga Copilot, the legal team can ask relevant questions and get the answers quickly.

Prerequisite:

  • User has access to contract records.
  • Contract records have contract documents associated with them.
  • User has access to Conga Copilot

Asking Questions with Copilot

  1. Click the App Launcher icon () and select Contract Apps.
  2. Select a contract to display the contract details page.
  3. Click the Copilot icon (). This raises the Contract Documents window displaying the list of contract documents associated with the selected record.

    You can open DOC, DOCX, and PDF file formats.

  4. Select a contract document and click Start. This displays the Review Document window and Conga Copilot window side-by-side.
  5. In the Conga Copilot window, enter relevant questions or queries and Copilot responds with an answer. 


  6. Click the arrow icon (), after entering the question and the application will provide you with the answers.
  7. Click Cancel to close the window.

Result:
Conga Copilot will respond with relevant answers to your questions.

Limitation:
The content of the chat in the chat window is not saved