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

Prerequisites

  • User has access to agreement records.
  • An agreement record has associated agreement documents.
  • User has Conga Co-Pilot 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 document's Copilot link. This opens the document window displaying document details on the left and the CO-PILOT window on the right.

  4. 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: Highlight 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, Co-Pilot differentiates between characters with and without diacritics. For example, “résumé” and “resume” are treated as distinct entries.
    • Whole Words: Searches for specific terms or phrases in a contract document. If you search for a word, Co-Pilot only returns results where that exact word appears.
  5. The CO-PILOT window displays the following:
    • How does this work?: Navigate to the Conga Customer Community page.
    • Get Support: Navigate to the Conga Customer Community page and log in with your credentials.
    • Recent chats: Navigate to the chat history window containing your recent interactions with Co-Pilot.
    • Frequently used prompts: This contains the most commonly used prompts. You can select any prompt and Co-Pilot responds with a relevant answer.
  6. Enter your document-related question in the CO-PILOT window text box and click the send icon () to receive a relevant answer.

    Click the clear icon () before the text box to return to the home screen.

    Click the Regenerate icon () to get a different answer for the same question. This is useful if you don't get an appropriate answer in the first instance.

  7. Click the HISTORY button to view a chat history of your interactions with Co-Pilot for this document.