Conga Copilot is an AI-powered virtual assistant designedto enhance productivity across various applications. Copilot allows users to interact through a chat interface enabling them to ask questions about agreements and generate summaries for these agreements.
To access Conga Copilot on the Conga Platform through your Salesforce org, administrators must configure several settings for your Salesforce org.
Prerequisite:
Permission Group CoPilotPermissiongroup is created for admin users on the Conga Platform
The following object permissions are added to the CoPilotPermissiongroup permission group.
AiPlatformImportedDocument
AiPlatformRawFile
AiPlatformJobTracker
For more information on creating a permission group, refer to the Users module in Managing Admin Console.
To access Conga Copilot
Administrators must configure the following settings to enable user access to Conga Copilot.
Onboard a Salesforce tenant onto the Conga Platform. For more information, see Tenant Onboarding.
On Salesforce Org, set up the following.
Activate Enable Copilot comply user property. For more information, see Comply User Properties.
Assign the permission group CoPilotPermissiongroup to the AuthAutoProvisionedUser role. To know more about assigning permission groups to a role, refer to Working with Roles.
Establish an API-to-API connection (API-to-API connection and UI to API connection) between your Salesforce org and Conga Platform.For more information, see Managing API Connections.
Add a new user,which can be done either manually or automatically. For more information about creating a user, see Adding a New User.
Once all the above setup is done, you can use Conga Copilot to inquire about agreements and create summaries of those agreements. For more information, see Working with Conga Copilot.