Setting Up AiMe
These tasks are required for any AiMe instance.
To deploy AiMe, make sure the Skills you need are available on your platform.
AiMe Availability on Salesforce
AiMe Quoting Skill is part of Conga's CPQ for Salesforce product.
CLM and Doc Automation products are available on the Advantage Platform and can access data homed to Salesforce using using forward and reverse data sync.
AiMe Availability on the Advantage Platform
Conga's available CLM Skills for the Advantage Platform include: Q&A Agent, Search Skill, Discovery, and Redline. For Document Automation, Conga offers the AiMe Template Generator.