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Conga Copilot

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Conga Copilot

Conga Copilot for Users

Asking a Question

  • The administrator has enabled Copilot for agreement objects in your permission group.
  • You have access to contract records.
  • Contract records have associated contract, supporting, or global documents.
  1. Open Copilot from CLM, X-Author for Contracts Advanced, Contracts for Salesforce, or Discovery AI.
  2. The Contract Copilot opens with these tiles:


    • How does this work?: This tile links to the Conga Customer Community page's knowledge base (login required).
    • Get Support: This tile links to Conga's Customer Community page to log a support request (login required).
    • Recent chats: This opens the Chat History window containing your recent interactions with Copilot concerning this document.
    • Frequently used prompts: This contains commonly used prompts (questions or requests) that the administrator has configured in advance. Selecting any prompt returns a response from Copilot without your having to enter the prompt.
  3. You can select a frequently used prompt by clicking directly on the question as it appears above the text entry box or by entering a slash in the Frequently used prompts text entry box and selecting one of the pre-configured prompts.
  4. If you have a question that is not predicted by a pre-configured frequently used prompt, enter your question in the text box.
    Note:

    Copilot only answers questions about one document at a time, and the scope of its responses is limited the documents under management.

  5. Click the Send icon () to receive an answer.
  6. When Copilot returns its answer, you can:
    • Regenerate the answer by clicking the repeat icon (). This re-prompts the AI with the question already asked. This is useful if you are not satisfied with the answer.
    • Copy the answer to your clipboard by clicking the copy icon ().
    • Offer feedback using the thumbs-up or thumbs-down icons. These responses are logged for quality analytics. These choices do not affect AI training.
  7. Click the plus-sign icon () to clear the Copilot window for a new chat or to raise the chat history for review. You can also exit Copilot altogether by clicking the go-away icon ().
Conga
Copilot

July 8, 2025