Q&A Agent Prompts

Prompts are pre-configured questions that help users get consistent results quickly.

The AiMe user experience is aided by pre-made prompts. Out of the box, Q&A Agent provides pre-set prompts. If you do not set up customized prompts, AiMe displays four of the following default prompts at random:

Identify Obligations for each party in the document
Penalties for breaching the contract
Termination Procedure
Total Cost in the contract
Scope and Objective of Contract
Dispute Resolution
Risk with the contract
Duration of the Contract

You can add and maintain customized prompts and shortcuts.

Use Case

A legal operations administrator at a health care company pre-configures five standard prompts for her team:

“Summarize the indemnification obligations”
“What are the data privacy requirements?”
“List all termination triggers”
“What is the total contract value, including renewals?”
“Identify any conflict-of-interest provisions.”

By activating these as clickable shortcuts in the AiMe panel, the admin both stops the team from asking repetitive questions and gives them uniform prompts that yield consistent answers.

Adding a Prompt

Add custom prompts to your Conga AI user interface.

Conga’s machine learning tools rely on prompts acting on data to return meaningful insights. You can create and store prompts that you expect will be needed regularly. Saved prompts are available in the user interface as clickable frequently used prompts and as text-based shortcuts.

There are no shortcuts for default prompts. Setting up one or more custom prompts deactivates the default prompts.

From the Conga Start window, click Admin Console > Advantage Studio.
Under App Specific Settings, click the relevant product (CLM, CPQ, or Discovery).
Click Add New Prompt.
This raises the Prompt Configuration pop-up.
Click Edit.
The Prompt Configuration pop-up displays the following options:

If you selected a product in step 2 that has only one available AI Skill, the "Prompt display channel" field is not required and does not appear.

Tip: Click the information () icon next to any field for a description of what to enter.
1. Enter the name of your prompt in the Name field. For example, Contract Name.
  This is the name that AiMe displays in its “Frequently used prompts” section.
2. Enter the prompt. For example, What is the contract name?
  
  Note: It is best to keep prompts brief and general. Create a short prompt that most reviewers can use.
3. You can enter your industry in the Industry field.
  This field helps the AI with context. A term like “safe harbor,” for example, means different things in the securities and shipping industries.
4. You can enter a goal.
  You may enter a brief description of what what you expect from this prompt.
5. You can also enter a shortcut for users to enter to go directly to this prompt.
  
  Note: This entry must start with a slash (/).
6. Slide the IsFrequentlyAskedPrompt toggle on (from gray to blue) to promote the prompt to the “Frequently used prompts” section of the AiMe user interface.
7. Set the Prompt display channel selector to the agent/Skill you want this prompt to appear in.
Click Save.

Your Q&A Agent prompt is now available in the AiMe user interface.

Reviewing a Prompt

Once you’ve built a prompt, you can review it at any time.

You have created and saved a prompt for your Conga AI product.

As your use of Conga AI products grows, so too will your list of regularly used prompts. You can review these simply by clicking the prompt’s name to change with your organization’s growing contract intelligence.

From the Conga Start window, click Admin Console > Advantage Studio.
Under App Specific Settings, click the relevant product (CLM or Discovery)(CLM, Discovery, or CPQ).
This raises a list of saved prompts.
Locate the prompt you will review. You can scroll, filter, and search to find prompts.
Click the prompt’s hypertext name.
This raises the Prompt Configuration pop-up:
To edit the prompt from the Prompt Configuration pop-up, click Edit and continue as described in Adding a Prompt.

Editing a Prompt

You can change your prompts.

You have created and saved a prompt for your Conga AI product.

As you use prompts, you will think of better ways of getting the insights you need. You can edit existing prompts to improve the AI’s responses.

From the Conga Start window, click Admin Console > Advantage Studio.
Under App Specific Settings, click the relevant product (CLM or Discovery)(CLM, Discovery, or CPQ).
This raises a list of saved prompts.
Locate the prompt you will edit. You can scroll, filter, and search to find prompts.
Click the More icon () to the left of the prompt name and select Edit.
Change and save the prompt values as described in Adding a Prompt.

Your prompt values are updated.

Deleting a Prompt

When a prompt is no longer useful, you can delete it.

From the Conga Start window, click Admin Console > Advantage Studio.
Under App Specific Settings, click the relevant product (CLM or Discovery)(CLM, Discovery, or CPQ).
This raises a list of saved prompts.
Locate the prompt you will delete. You can scroll, filter, and search to find prompts.
Click the More icon () to the left of the prompt name and select Delete.
The prompt is deleted with no confirmation request.

The prompt is deleted.

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