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Conga Product Documentation

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CLM for Salesforce

Working with Conga Copilot

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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.

To ask questions to Copilot
  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.

January 7, 2025