Conga Copilot is an AI-powered virtual assistant designed to boost productivity and efficiency when working with an agreement document through its entire lifecycle. It leverages machine learning (ML) and natural language processing (NLP) to understand, analyze, and generate content. This is a valuable tool for users handling large documents, allowing them to inquire about the content of an agreement and obtain a summary of the document.

Key features

  • Answers to the questions related to an agreement document.
  • Provides a summary of the agreement documents.

Prerequisites

  • Salesforce Org and Conga Platform are configured.
  • Tenant is onboarded on the Conga Platform.
  • Comply user property Enable Copilot is activated to grant access to Copilot.
  • An agreement is generated. For more information, see Generating an Agreement.
  • Offline documents are uploaded. For more information, see Importing an Offline Document.

To launch Copilot 

Perform the following steps:

  1. Select a generated agreement and go to the Documents tab.
  2. The Agreement Documents section displays a list of documents.
  3. Click the Copilot link to launch Copilot for each document as shown in the following image.
     

To know more on how to use Copilot to ask questions about an agreement document and generate summary, select one of the following topics.