Before you or any of your users can access Discovery AI, you must set it up.

Once you have set up the Discovery AI application to work with Conga Contracts, Contracts for Salesforce, or Conga CLM, you must establish a connection to the AI engine that will extract your documents. Then, you must identify the types of agreement you expect to receive, and map for extraction the clauses you expect them to contain.

1. Set up the app.
2. Set up the AI provider.
3. Establish the Provision Library.
4. Map agreement types to extractions.

To set up the Discovery AI application, you must activate your instance, establish a connection to the AI engine that will extract your documents. Then, you must integrate the data sources you intend to use, identify the types of agreement you expect to receive, and map for extraction the fields, clauses, tables, obligations, and insights you expect them to contain.

You can also configure forward and reverse data sync with Salesforce, and create your own custom provision models.