Add custom prompts to your Conga AI user interface.

1. From the Launch your Conga Experience (Conga Start) page, click the Admin Console tile.
2. Click Advantage Studio.
3. Under App Specific Settings, click the relevant product (CLM or Discovery AI).
4. Click Add New Prompt.
   This raises the Prompt Configuration pop-up.
5. The Prompt Configuration pop-up displays the following options:

   

   Note: Click the information () icon next to any field for a description of what to enter.
   1. Enter the name of your prompt in the Name field. For example, "Contract Name".
      This is the name that Copilot displays in its "Frequently used prompts" section.
   2. Enter the prompt. For example, "What is the contract name?"
      Note: It is best to keep prompts brief and general. Create a short prompt that most reviewers can use.
   3. You can enter your industry in the Industry field.
      This field helps the AI with context. A term like "safe harbor" for example, means different things in the real estate and shipping industries.
   4. You can enter a goal.
      You may enter a brief description of what what you expect from this prompt.
   5. You can also enter a shortcut for users to enter to go directly to this prompt.
      Note: This entry must start with a slash (/).
   6. Slide the IsFrequentlyAskedPrompt toggle on (from gray to blue) to promote the prompt to the "Frequently used prompts" section of the Copilot user interface.
   7. If you see the "Prompt display channel" selector, set it to "Document Copilot".
6. Click Save.