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Contracts for Salesforce

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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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

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Contracts for Salesforce

Contract AI for Contracts for Salesforce

Setting Up Aime's Frequently Used Prompts and Shortcuts

You can set up customized prompts and shortcuts for Aime Assistant. If you do not set up customized prompts, Aime displays four of the following default prompts at random:

  • Identify Obligations for each party in the document

  • Penalties for breaching the contract

  • Termination Procedure

  • Total Cost in the contract

  • Scope and Objective of Contract

  • Dispute Resolution

  • Risk with the contract

  • Duration of the Contract

There are no shortcuts for default prompts.

Setting up one or more customized prompts deactivates the default prompts.

  1. From the Launch your Conga Experience (Conga Start) page, click the Admin Console tile.
  2. Click Advantage Studio.
  3. Under App Specific Settings, click CLM.
  4. Click Add New Prompt.
    This raises the Prompt Configuration pop-up.
  5. The Prompt Configuration pop-up displays the following options:
    Note: Click the information () icon next to any field for a description of what to enter.
    1. Enter the name of your prompt in the Name field. For example, "Contract Name".
      This is the name that Aime displays in its "Frequently used prompts" section.
    2. Enter the prompt. For example, "What is the contract name?"
      Note: It is best to keep prompts brief and general. Create a short prompt that most reviewers can use.
    3. You can enter your industry in the Industry field.
      This field helps the AI with context. A term like "safe harbor" for example, means different things in the real estate and shipping industries.
    4. You can enter a goal.
      You may enter a brief description of what what you expect from this prompt.
    5. You can also enter a shortcut for users to enter to go directly to this prompt.
      Note: This entry must start with a slash (/).
    6. Slide the IsFrequentlyAskedPrompt toggle on (from gray to blue) to promote the prompt to the "Frequently used prompts" section of the Aime user interface.
    7. The Prompt Display Channel must be set to "Document Copilot" to appear in Aime Assistant in X-Author for Contracts Advanced.
  6. Click Save.
Your prompt and any associated shortcut are now available in Aime Assistant.

February 18, 2026