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Adobe Sign ServicesAdvantage Platform AdministrationApprovals 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)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI 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 SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest 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 ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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CLM for Salesforce

Contract-AI

AI Configurator

The AI Configurator helps users optimize their Salesforce environment using artificial intelligence. It simplifies setting up and configuring AI features like Q&A Agent, Redline AI, and Discovery AI, ensuring seamless integration with the Advantage Platform. The AI Configurator uses APIs to automatically configure the Salesforce org and the Advantage Platform.

An administrator may take on one of several personas, including a customer administrator, partner administrator, or any other administrator, and is responsible for completing the entire setup process.
OrderTaskOwner
1Tenant Onboarding

When you purchase your Conga product, the tenant is onboarded automatically. If you do not have access to the Advantage Platform, please contact your Conga representative.

Note: Onboard the environment directly if the customer already has an existing tenant.

For more information, refer to Logging in to Conga Advantage Platform.

2Launching AI ConfiguratorAdministrator
3

(Optional) Synchronizing Discovery AI Data between Salesforce and Advantage Platform

The administrator can manually configure the Advantage Platform to synchronize Discovery AI data seamlessly with Salesforce.

February 5, 2026