Asking Copilot a Question
- You have opened Copilot from CLM, X-Author for Contracts Advanced, Contracts for Salesforce, or Discovery AI.
- Copilot opens with the document details on the left and the COPILOT window on the right:
- How does this work?: This tile links to the Conga Customer Community page's knowledge base (login required).
- Get Support: This tile links to Conga's Customer Community page to log a support request (login required).
- Recent chats: This opens the Chat History window containing your recent interactions with Copilot concerning this document.
- Frequently used prompts: This contains commonly used prompts (questions or requests) that the administrator has configured in advance. Selecting any prompt returns a response from Copilot without your having to enter the prompt.
- You can select a frequently used prompt by clicking directly on the question as it appears above the text entry box or by entering a slash in the Frequently used prompts text entry box and selecting one of the pre-configured prompts. In addition to direct questions about document content, Copilot can perform these simple mathematical operations in its results:
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Matching-record counts
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Sums and differences
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Averages and means
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Maximum and minimum values
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Grouping by criteria
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- If you have a question that is not predicted by a pre-configured frequently used prompt, enter it in the text box.Note:
Copilot only answers questions about one document at a time, and the scope of its responses is limited the documents under management.
- Click the Send icon (
) to receive an answer.
- When Copilot returns its answer, you can:
- Copy the answer to your clipboard by clicking the copy icon (
).
- Regenerate the answer by clicking the repeat icon (
). This re-prompts the AI with the question already asked. This is useful if you are not satisfied with the answer.
- Offer feedback using the thumbs-up or thumbs-down icons. These responses are logged for quality analytics.
- Copy the answer to your clipboard by clicking the copy icon (
- Click the plus-sign icon (
) to clear the Copilot window for a new chat or to raise the chat history for review. You can also exit Copilot altogether by clicking the go-away icon (
).
