Conga Product Documentation

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Reviewing the AI Chat History

Recall recently asked questions.

You have accessed Conga Copilot as described in Asking a Question.
All AI queries are logged. You can find out which types of question were asked about a document, when those questions were asked, and read the AI's responses.
  1. There are two ways to access the AI chat history:
    • From Copilot's opening view, click the Recent Chats tile
    • From the Copilot text entry box, click the plus-sign () icon and choose History from the pop-up menu.
    This raises the Chat History pop-up.
  2. The Chat History pop-up shows summary titles of questions pertaining to this document sorted by how recently they were asked. Depending on the configuration, you may see queries from today, yesterday, the last week, or the last month.
  3. To filter the questions by date, click the filter icon and select the section you will view. If the standard choices are not sufficiently granular, you can select Custom to raise a date picker and select or enter a custom date range.
  4. Click any of the listed question summaries to raise the selected question or prompt and Copilot AI's response.
  5. Click the Close hypertext to close.
    You are returned to the page from which you launched Copilot.