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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 NotesGeneral

Conga Product Documentation

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CLM for Salesforce

CLM for Users

Working with Conga Copilot

Conga Copilot is an AI-powered virtual assistant designed to boost productivity and efficiency when working with an agreement document throughout its life cycle. It leverages machine learning (ML) and natural language processing (NLP) to analyze and generate content. This is a valuable tool for users handling large documents, allowing them to inquire about the content of an agreement and obtain a document summary.

Copilot:

  • Answers questions related to an agreement document.
  • Provides a summary of the agreement documents.

Launching Copilot

  • Conga CLM version number 16.783 or later is installed to access AI Configurator.
    Tip: If you are currently using Conga CLM version number 15.770, upgrade it to the latest version to access AI Configurator.
  • Tenant is onboarded.
  • The administrator has launched the AI Configurator and all the configurations in Salesforce and Conga Platform are set up.
  • The administrator has granted you permission to access Conga Copilot.
  • An agreement is generated.
  • Offline documents are uploaded.
  1. Select a generated agreement and go to the Documents tab.
    The Agreement Documents section displays a list of documents.

  2. Click the Copilot link for each document to launch Conga Copilot.

Asking Chat-formatted Questions

  • User has access to agreement records.
  • An agreement record has associated agreement documents.
  • User has Conga Copilot access.

You can ask questions regarding an agreement document and expect a response from Conga Copilot. You can use the chat window in Conga Copilot to ask questions and get answers.

  1. Select an agreement from the Agreements tab.
  2. Go to Documents > Agreement Documents section. This displays a list of agreement documents.
    Note:

    You can open DOC, DOCX, and PDF file formats.

  3. Click the document's Copilot link. This opens the document window displaying document details on the left and the CO-PILOT window on the right.


  4. 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, Copilot 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, Copilot only returns results where that exact word appears.
  5. The CO-PILOT window displays the following:
    • 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 Copilot.
    • Frequently used prompts: This contains the most commonly used prompts. You can select any prompt and Copilot responds with a relevant answer.
  6. Enter your document-related question in the CO-PILOT 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.

  7. Click the HISTORY button to view a chat history of your interactions with Copilot for this document.

Use Case for Chat Questions

  • User has access to agreement records.
  • An agreement record has associated agreement documents.
  • User has Conga Copilot access.

A legal team is examining a partnership agreement containing around 200 pages. The team cannot afford to spend many hours on a single agreement, as they have other urgent tasks that are equally important. With Conga Copilot, the legal user should be able to quickly ask the most critical questions that the legal team needs to address.

  1. Select an agreement from the Agreements tab.
  2. Go to Documents > Agreement Documents section.
    This displays a list of agreement documents.
  3. Click the Copilot link available for the document.
    This action opens the document window on the left displaying the document details and the CO-PILOT window on the right.


  4. Click the search icon () at the top of the document page and enter the keyword in the search box.
  5. The CO-PILOT window displays the following:
    1. How does this work?: Navigate to the Conga Customer Community page.
    2. Get Support: Navigate to the Conga Customer Community page and log in with your credentials.
    3. Recent chats: Navigate to the recent chat history window containing your recent interactions with Copilot.
    4. Frequently used prompts: This contains the most commonly used prompts. You can select any prompt and Copilot responds with a relevant answer.
  6. In the CO-PILOT window, type your question related to the document in the text box and click the arrow icon () to receive the answer.


    Following are a few sample questions to ask Copilot:

    • What are Termination Rights for Each Party?
    • What is the Term Type?
    • What are Notice Period for Termination?
    • Summary of Indemnification
    • Summary of Warranties
  7. Click the HISTORY button to view the chat history for this document based on your interactions with Copilot.
Conga Copilot responds to your questions with relevant answers.

Summarizing a Document

  • User has access to agreement records.
  • An agreement record has associated agreement documents.
  • User has Conga Copilot access.

Conga Copilot can summarize an agreement document, making it easier to review lengthy contracts. The Summary feature available in Conga Copilot enables users to generate these summaries efficiently.

  1. Select an agreement from the Agreements tab.
  2. Go to Documents > Agreement Documents section. This displays a list of agreement documents.
    Note:
    • You can open DOC, DOCX, and PDF file formats.
    • You can only select one document at a time for summarization.
  3. Click the Copilot link available for the document. This action opens the document window on the left displaying the document details and the CO-PILOT window on the right.
  4. In the CO-PILOT window, click the Summary icon (). opens the DOCUMENT SUMMARY window showing the summary in two sections: a contract summary section that highlights the key points related to the document and a brief summary section that offers a concise overview of the agreement document.


    Note:

    When you request a summary of the same document again, Copilot delivers the previously stored response instead of conducting another AI analysis.

User Guide
CLM

July 16, 2025