Conga Product Documentation

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Best Practices

Rules to follow for better results

Do

  • Ask direct, factual questions based on the content present in the contract.

    Example: "What is the governing law for this agreement?"

  • Use Aime to summarize large sections or entire agreements.
  • Phrase your prompts in a clear, natural tone. Specific, business-focused inquiries yield the best results.
  • Validate Aime's outputs before using them in internal or external communications.
  • Use Aime on contract documents that are either finalized or under-negotiation, provided they are uploaded to the Agreement Documents list in a readable format.
  • Ask your Aime admin to create shortcut prompts for frequently asked queries.
  • Use Aime to analyze the current document only. It cannot reference or connect to external files.
  • Use Aime to help non-legal stakeholders (sales, procurement, finance) navigate dense legal language.
  • Remember that Aime is a summary and insight assistant, not a legal decision-maker.
  • Report recurring issues or gaps in responses to Conga.

Don't

  • Request opinions, recommendations, or predictive analysis.

    Example: "Will this clause protect us in future disputes?"

  • Use vague or broad prompts.

    Example: "What's important here?"

  • Ask several questions in a single prompt: Aime may hallucinate (Ask questions separately).

    Example:"Give me the effective date, term length, governing law, payment terms, liability cap and notice period."

  • Ask Aime to perform complex mathematical operations or multiple operations in a single prompt. Aime can perform basic operations on numbers in a simple table, such as sum, difference, average, count, min/max, or ratio.
  • Use Aime on unstructured or incomplete drafts that lack meaningful contract content.
  • Expect Aime to red-line, edit, or compare clauses. Use Redline AI or Search Agent for those tasks.
  • Ask Aime to analyze multiple documents at once. Aime works on one document at a time.
  • Ask Aime to search extracted metadata. Aime can only process the uploaded document.
  • Assume the output to be exhaustive or 100% accurate. You must review critical terms manually.
  • Expect Aime to support non-English contract review unless Conga has confirmed the language to be supported.
  • Ask Copilot to review files that are larger than 12 MB or 200 pages.