home

CLM for Salesforce

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
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

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CLM for Salesforce

Q&A Agent

Launching Q&A Agent

  • Conga CLM version number 16.783 or later is installed for accessing AI Configurator.
    Tip: If you are currently using Conga CLM version number 15.770, upgrade it to the latest version to access AI Configurator.
  • Conga CLM version number 16.788 or later is installed to enable Q&A Agent support for supporting and executed documents.
  • Tenant is onboarded.
  • AI Configurator is launched and necessary configurations in both Salesforce and Advantage Platform are completed.
  • You have access to Q&A Agent.
  • An agreement is generated.
  • Offline documents are uploaded and associated with the agreement.
  • Q&A Agent is added to the agreement layout in Related Lists > Document Version.
  • The agreement is activated for executed documents.
  • The admin entry APTS_ContentRepositoryType is configured for repositories such as, document, chatter or content.
  • A lookup field Agreement__c is created on the Content Version object for Chatter and Content repositories.
  • A formula is set up on the Content Version object for Chatter and Content repositories.
    HYPERLINK(
"/apex/Apttus__CopilotUI?contentDocId=" & Id &
"&agreementId=" & Agreement__c &
"&contentDocName=" & Title,
"Q&A Agent"
)
You can launch 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 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 > 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.

Q&A Agent launches, and you can now interact with the AI to manage and review your agreement documents efficiently.

February 5, 2026