Conga Product Documentation

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Accessing Conga Q&A Agent from Salesforce

To access Conga Q&A Agent, a administrator must configure Advantage Platform and then enable the feature in the app. An administrator may take on one of several personas, including a customer administrator, partner administrator, or any other administrator tasked with setting up the Salesforce org with the Advantage Platform. This individual is responsible for completing the setup process with support from the Conga Cloud Ops team.

Follow the processes below to deploy Conga Q&A Agent.

  1. Onboarding a Salesforce Tenant

    This task is the responsibility of the administrator and the Conga Cloud Ops team.

    • The administrator contacts the Conga service team to log a service ticket for tenant onboarding.
    • Conga's Cloud Ops team initiates tenant onboarding based on the service ticket.
  2. Configuring AiMe on the Advantage Platform
    This is your responsibility as administrator.
  3. Enabling Conga Q&A Agent in Contracts for Salesforce
    This is also your responsibility.