Download page Use Case for Chat Questions to Conga Copilot.
Use Case for Chat Questions to Conga Copilot
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, supporting documents, global documents, and others.
User has Conga Copilot access.
Asking Questions to Copilot
Click the App Launchericon () and select Contract Apps.
Select a contract to display its contract details page.
Click the Copilot icon (). This raises the Contract Documents window, displaying a list of contract documents, supporting documents, global documents, and other documents associated with the selected record.
You can open DOC, DOCX, and PDF file formats.
You can only select one document at a time for summarization.
Select a document and click Start. This action opens the document window, displaying the document details on the left and the COPILOT window on the right.
Click the search icon() at the top of the page and enter the keyword in the search box.
The COPILOT window displays the following three tiles:
How does this work?: Click to navigate to the Conga Customer Community page.
Get Support: Click to navigate to the Conga Customer Community page and log in with your credentials.
Recent chats: Click to navigate to the recent chat history window containing your recent interactions with Copilot.
Frequently used prompts: This contains the most commonly used prompts. You can select any prompt and Copilot responds with a relevant answer. In the COPILOT window, type your question related to the document in the text box and click the arrow icon () to receive the relevantanswer.
Click the clear icon () before the text box to return to home screen.
Click the Regenerate icon () to get a different version or format of answer for the same question. This is useful when you do not receive an appropriate answer in first instance.
Click the HISTORYbutton to view the chat history for this documentbased on yourinteractions with Copilot.
Result Conga Copilot responds to your questions with relevant answers.