Max offers contextual help based on the step the user is performing. You have to type "help" or "list options" to avail help from Max.

Contextual Help for CLM Flow:

Context of the Conversation

Help Text from Max

At the very beginning

Here are a few example queries I can handle:

  • You can create an agreement by saying: ‘create an nda’
  • You can search for agreement(s) by saying: ‘help me find the last 3 agreements I created for IBM with terms of at least 6 months, which have an ACV of more than $20,000’
  • You can search for fields within agreements by saying: ‘show me the ACV of the last MSA I created, and also list the start date and duration’
Create NDA – account selection step

You can do things like:

  • Search for accounts by either full or partial match. (e.g. ‘IBM’ will return ‘IBM’, ‘IBM_Test’, etc…)
Create NDA – confirmation step

You can say things like:

  • make it a PDF
  • call it testABCNDA and change it to a DOCX
  • set start date to next Monday and end date to March 2020
E-Signature – confirmation step

You can do things like:

  • Click the attachment links to download it
  • Type 'cancel' to cancel the request
  • Click ‘Send It’ to proceed or ‘Change Details’ to change the recipient
Agreement Review – confirmation step

You can do things like:

  • Click the contact to view the email address
  • Click the agreement link to view it
  • Type 'go back' to go back to the last step if this was a follow up to agreement search
Lookup Agreement

You can do things like:

  • Ask me to show fields: (e.g. ‘show me the ACV, term, and template’)
  • Say ‘Bye’ to end the conversation
  • View more details for this agreement

Contextual Help for CPQ Flow

Context of the Conversation

Help Text from Max

At the very beginning

Here are a few example queries I can handle:

  • You can search for quote(s) by saying: ‘help me find the last quote I created in 2018’
  • You can search for fields within quotes by saying: ‘show me the amount of the last quote I created, and also show me the expiration date’
Lookup Quotes

You can do things like:

  • Ask me to show fields: (e.g. ‘show me the amount, payment terms, and owner’)
  • Say 'go back' to go to the previous step, or say 'bye’ to end the conversation
  • View more details for this quote
  • View the related line items: "show me the line items for this quote"
  • Send it to yourself: "send this to me"
View More Details

You can do things like:

  • View the related line items: "show me the line items for this quote"
  • Say 'go back' to go to the previous step, or say 'bye’ to end the conversation
  • Send it to yourself: "send this to me"
Send proposal

You can do things like:

  • Say 'go back' to go to the previous step, or say 'bye’ to end the conversation
  • Change the default recipient: "no, send it to John Smith"
  • Change the send details: "change the email template to XYZ template"
Show Line Items

You can do things like:

  • Say 'go back' to go to the previous step, or say 'bye’ to end the conversation
  • Send it to yourself: "send this to me"
Send it to me

You can do things like:

  • Say 'go back' to go to the previous step, or say 'bye’ to end the conversation
  • Change the default recipient: "no, send it to alt_email@email.com.