You can ask questions regarding contract documents 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

  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.