Conga Copilot is an AI-powered virtual assistant designed to 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.

  1. Onboard a Salesforce tenant onto the Conga Platform. For more information, see Tenant Onboarding.
  2. On Salesforce Org, set up the following.
    1. Activate Enable Copilot comply user property. For more information, see Comply User Properties.
    2. Configure a Salesforce authentication provider. For more information, see Configuring a New Authentication Provider.
  3. On the Conga Platform, set up the following.
    1. Assign the permission group CoPilotPermissiongroup to the AuthAutoProvisionedUser role. To know more about assigning permission groups to a role, refer to Working with Roles.
    2. Manage authorized users through external organizations. For more information, see Managing External Integrations.
    3. 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.

      When configuring UI to API connection, enter the redirect URI as <rls base url>/static/clm/congacopilot/?q=<string>, where <rls base url> is https://prod-rls10.congacloud.com. 

    4. 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.