Agentforce enables users to perform supported Conga CLM agreement lifecycle actions through natural language conversations directly within Salesforce. Users can interact with Agentforce to create agreements, generate or regenerate agreement documents, import offline documents, send agreements for review, or signature, and activate and publish finalized agreements without navigating through multiple application screens.

Agentforce simplifies agreement management, improves user productivity, and helps users complete contract-related tasks more efficiently. Agentforce guides users through each action, prompts for required information when needed, and displays relevant agreement details and outcomes throughout the process.

Agentforce provides an embedded Conga CLM experience within Salesforce. Forms, document viewers, template selection screens, review pages, and signature pages open directly within the Agentforce workspace. Agreement details are displayed immediately after creation, users may be prompted to generate documents, template selection is handled dynamically, generated documents can be viewed directly from Agentforce, and status information is refreshed automatically after lifecycle actions.