A legal team must find certain information quickly when reviewing a partnership contract containing 200 pages of content. This use case describes how the legal team can use Conga Copilot to get answers quickly.


Prerequisites

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

Asking Questions to Copilot

  1. Click the App Launcher icon () and select Contract Apps.
  2. Select a contract to display its 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 questions for Copilot to answer.


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

Result
Conga Copilot responds to your questions with relevant answers.

Limitation
Chat window content is not saved.