home

Discovery AI for Advantage Platform

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)CPQ 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 NotesGeneralDocs by Release
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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

Discovery AI for Advantage Platform

Discovery Agent for Administrators

Annotations

Annotations are feedback left by reviewers as they review the document extractions. They consist of:

  • Thumbs-up/thumbs-down indications
  • Text selections from documents associated with a provision
  • Edits to text selections and extractions
The AI uses these types of information to train itself. For a given custom provision, you can include the annotations reviewers have made or delete them, removing them from AI training.
Note: Extractions using a prompt or key phrase are not used in continuous learning, but Discovery Agent does store user feedback.
A thumbs-up sends the extraction to the AI model for training. Changes (add, update, or delete) made to an extraction without a thumbs-up are not used to train the AI, though this does not adversely affect the ongoing transaction. Thumbs-down indications are also used for training. Both thumbs-up and thumbs-down indications are recorded. If the extraction is annotated (an add or update) and you select the checkbox to the left, your annotation is saved to the agreement record even if you do not give thumbs-up feedback.
Note: Feedback for image-based extractions is currently saved. However, because feedback is user-annotated text and not an image, it does not improve the accuracy of future image-based extractions.

Use Case

A Discovery Agent administrator notices that over the last six weeks, the Payment Terms custom provision's accuracy has dropped from 91% to 78%. Opening the Annotations tab, he discovers that 15 recent annotations were incorrectly labeled: reviewers annotated the wrong text passage as payment terms. He filters down to these low-confidence annotations and marks them with thumbs-downs to exclude them from training. The model's accuracy recovers.

Reviewing Annotations

  1. From the left navigation bar of the Conga Start window, select the menu icon () and then pick Admin Apps.
  2. Click the AI icon () to open Discovery Agent's administrative view.
  3. Click the Admin Dashboard button to raise the Discovery Agent Admin Home page.
  4. From the Admin Dashboard (Admin Home), click the Provision Library tab in the left navigation bar to open the Provision Library.
  5. Click the name of an existing custom provision.
  6. Click the ANNOTATIONS tab. The default view shows columns for document name, the content of the annotation, the date of the review, and feedback (a thumbs-up or thumbs-down indication).
  7. Under the Feedback column, select the thumbs-up icon to include an annotation as suitable for training this provision, or select the thumbs-down icon to indicate a bad training example.

Exporting the Annotations Table

You can review the annotations table off-platform by exporting it the tabular comma-separated value format.
  1. Follow the instructions in To review annotations to the ANNOTATIONS tab.
  2. Click the EXPORT CSV button at top right.
This generates and exports a CSV listing of all visible annotation information, irrespective of the live selections.

Deleting Annotations

  1. Follow the instructions in Reviewing Annotations to the ANNOTATIONS tab.
  2. Select the document annotations you will remove.
  3. Click the Delete icon ().
Conga
Discovery AI

June 11, 2026