You can ask questions regarding an agreement document and expect a response from Conga Copilot. You can use the chat window in Conga Copilot to ask questions and get answers. 

Prerequisites

  • User has access to agreement records.
  • An agreement record has associated agreement documents.
  • User has Conga Copilot access.

To ask chat-formatted questions

  1. Select an agreement from the Agreements tab.
  2. Go to Documents > Agreement Documents section. This displays a list of agreement documents.

    You can open DOC, DOCX, and PDF file formats.

  3. Click the Copilot link available for the document. This action opens the document window on the left displaying the document details and the COPILOT window on the right.

    Click the search icon () at the top of the document page and enter the keyword in the search box. You can search keywords based on the following options.

    • Highlight All: Highlights the search keyword in the contract document. 
    • Match case: Limits the results to terms with a specific capitalization. When this option is enabled, the search differentiates between uppercase and lowercase letters. For example, searching for “Force” does not return results for “force” or “FORCE".
    • Match Diacritics: Text comparisons or searches take into account diacritical marks. When you’re searching for or matching text, Copilot differentiates between characters with and without diacritics. For example, “resumé” and “resume” would be treated as distinct entries. 
    • Whole Words: Searches for specific terms or phrases in a contract document. If you search for a word, Copilot will only return results where that exact word appears.
  4. The COPILOT window displays the following:
    • 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 don't get an appropriate answer in first instance.

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