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Adobe Sign ServicesAdvantage Platform AdministrationAgreementsAiMeApprovals 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)Contribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest 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 Excel for Advantage PlatformX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerConga Tech Pubs PlaygroundRelease NotesGeneralDocs by Release
Adobe Sign ServicesAdvantage Platform AdministrationAgreementsAiMeApprovals 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)Contribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery 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 SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest 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 Excel for Advantage PlatformX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerConga Tech Pubs PlaygroundRelease NotesGeneralDocs by Release

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AiMe

Accessing AiMe

Accessing AiMe from CLM for Salesforce

CLM for Salesforce is configured as described in Launching Q&A Agent.
You can launch the Q&A Agent for documents up to 12 MB or 200 pages in either .DOCX or .PDF formats.
  • Generated agreements
  • Regenerated agreements
  • Offline documents
  • Supporting documents such as merged documents, generated documents, imported documents
  • Executed documents such as signed agreements stored in Agreement Documents, Chatter, or Content repositories.

You can launch the Q&A Agent directly from the Agreement Documents related list without requiring to manually create any custom fields. For Chatter and Content repositories, follow the prerequisites mentioned.

  1. Select a generated agreement and go to the Documents tab.
    The Agreement Documents section lists all related documents.
  2. Launch Q&A Agent for an agreement record using one of the following methods:
    • From the Documents tab, click Q&A Agent for each document.
    • From the Related tab's Document Versions section, click Q&A Agent for each document.
    • For executed documents available in Agreement Documents, Chatter or Content sections, follow these steps:
      • Agreement Documents: Go to Related > Agreement Documents, open the executed document and click View File Details. From the Details tab, click Q&A Agent.
      • Chatter: Open the executed document in the Chatter section, click View File Details. From the Details tab, click Q&A Agent.
      • Content: In Classic UI, navigate to All Tabs > Libraries tab.

        In Lightning UI, navigate to Files > Libraries Libraries > Agreements, locate the executed document and click Q&A Agent.

Use AiMe as described in the sections that follow.
User Guide
AiMe Agent

October 10, 2026