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

• The administrator has enabled Co-Pilot action permission on the Agreement object for the permission group assigned to your user.
• You have access to contract records.
• Contract records have associated contract documents, supporting documents, global documents, and others.

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 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.

4. 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.

   
   
5. 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 relevant answer.
     
     
     

     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.

6. Click the HISTORY button to view the chat history for this document based on your interactions with Copilot.
   
   

Result
Conga Copilot responds to your questions with relevant answers.