Q&A Agent answers questions about the document you are reviewing.
You are in the CLM user space
You have accessed the AiMeQ&A Agent from any app that supports it.
Q&A Agent opens with the document, quote, or template details on the left and a chat window on the right:
Three buttons offer prompts that Conga pre-configured for likely requests. Clicking these injects the prompt verbatim into the AI chat box.
Your administrator may have provided additional default prompts. You can select a frequently used prompt configured by your administrator by clicking directly on the question as it appears in the Quick Start Prompts above the text entry box or by entering a slash in the text entry box and selecting one of the pre-configured shortcut prompts.
In addition to direct questions about document content, Q&A Agent can perform these simple mathematical operations in its results:
Matching-record counts
Sums and differences
Averages and means
Maximum and minimum values
Grouping by criteria
If you have a question that is not predicted by a pre-configured prompt, enter it in the text box.
Note:
Q&A Agent only answers questions about one document at a time, and the scope of its responses is limited the documents under management. It can access all .docx and .pdf files available to it in CLM. You can search through multiple documents using the Search Skill or by clicking AiMe in the left navigation bar.
Q&A Agent can respond to positive query logic (“Does the contract have a pandemic clause?”) and negative logic (“Does the agreement lack a termination date?”).
Click the Send icon ().
Q&A Agent provides updates on its processing status as it considers your question and forms its answer.
The AiMeQ&A Agent returns its answer. You can:
Copy the answer to your clipboard by clicking the copy icon ().
Note:AiMe interprets copying an answer using the Copy icon () as positive feedback.
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 as described in Giving Feedback. These responses are used to improve the LLM and are logged for quality analytics.
To clear the Q&A Agent window for a new chat or to raise the chat history for review, click the menu icon () and select fom the pop-up menu. You can also exit Q&A Agent altogether by clicking the go-away icon ().
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Q&A Agent provides updates on its processing status as it considers your question and forms its answer.).
Note: AiMe interprets copying an answer using the Copy icon () as positive feedback.
). This re-prompts the AI with the question already asked. This is useful if you are not satisfied with the answer.
) and select fom the pop-up menu. You can also exit Q&A Agent altogether by clicking the go-away icon (
).