Q&A Agent
Q&A Agent is an AI-powered virtual chat assistant that can both summarize agreements and answer users' questions about them.
Note: As an alternative to the manual steps in this section, you can use AI Configurator to automatically configure both the
Conga Platform and your Salesforce org for Q&A Agent, Redline AI, and Discovery Agent
in a single guided flow.
Before you can access Q&A Agent through your Salesforce org, you must manually configure both the Salesforce org and the Conga Platform.
An administrator may take on one of several personas, including a customer administrator, partner administrator, or any other administrator tasked with setting up the Salesforce org with the Conga Platform. This individual is responsible for completing the entire setup process.
|
Order |
Task |
Owner |
|---|---|---|
|
1 | Tenant Onboarding |
When you purchase your Conga product, tenant is onboarded automatically. If you do not have access to the Advantage Platform, please reach out to your Conga representative. For more information, refer to Logging in to Conga Advantage Platform. |
|
2 |
Configuring Conga Platform |
Administrator |
|
3 |
Configuring Salesforce Org |
Administrator |