Asking Chat-Formatted Questions
- You have access to agreement records.
- An agreement record has associated agreement documents.
- You have Conga Copilot access.
You can ask questions regarding an agreement document and expect a response from Q&A Agent. You can use the chat window in Q&A Agent to ask questions and get answers.
- Select an agreement from the Agreements tab.
- Go to the Documents > Agreement Documents section. This displays a list of agreement documents.Note:
You can open DOC, DOCX, and PDF file formats.
- Click the document's Q&A Agent link. This opens the document window displaying document details on the left and the Q&A Agent window on the right.
- Click the Search icon (
) at the top of the document page and enter the keyword in the search box. You can search keywords based on the following options.
- Highlight All: Highlight the search keyword in the contract document.
- Match case: Limits the results to terms with a specific capitalization. When this option is enabled, the search differentiates between uppercase and lowercase letters. For example, searching for “Force” does not return results for “force” or “FORCE".
- Match Diacritics: Text comparisons or searches take into account diacritical marks. When you’re searching for or matching text, Q&A Agent differentiates between characters with and without diacritics. For example, “résumé” and “resume” are treated as distinct entries.
- Whole Words: Searches for specific terms or phrases in a contract document. If you search for a word, Q&A Agent only returns results where that exact word appears.
- The Q&A AGENT window displays:
- How does this work?: Navigate to the Conga Customer Community page.
- Get Support: Navigate to the Conga Customer Community page and log in with your credentials.
- Recent chats: Navigate to the chat history window containing your recent interactions with Q&A Agent.
- Frequently used prompts: This contains the most commonly used prompts. You can select any prompt and Q&A Agent responds with a relevant answer.
- Enter your document-related question in the Q&A Agent window text box and click the send icon (
) to receive a relevant answer.
Note:Click the clear icon (
) before the text box to return to the home screen.
Click the Regenerate icon (
) to get a different answer for the same question. This is useful if you don't get an appropriate answer in the first instance.
- Click the HISTORY button to view a chat history of your interactions with Q&A Agent for this document.
