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.

Reviewing the AI Chat History

Recall recently asked questions.

All AI queries are logged. You can find out which types of question were asked about a document, when those questions were asked, and read the AI's responses.
  1. To access your AI chat history, click the menu icon () and choose Chat History from the pop-up menu.
  2. The Chat History pop-up shows summary titles of questions pertaining to this document sorted by how recently they were asked. Depending on the configuration, you may see queries from today, yesterday, the past week, or the past month.
  3. To filter the questions by date, click the filter icon and select the section you will view. If the standard choices are not sufficiently granular, you can select Custom to raise a date picker and select or enter a custom date range.
  4. Click any of the listed question summaries to raise the selected question or prompt and Aime's response.
  5. Click the Close hypertext to close the Chat History feature.