This guide informs you how to use Max, and describes Max's out-of-the-box conversational flows.

What's CoveredThis guide walks you through setting up the entire conversion process with Max. It covers information, step-by-step instructions, and use cases for Conga Max's features.
Primary AudienceSales representatives, collaborators
IT EnvironmentSee the latest Max Release Notes for system requirements and supported platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, refer to What's New.
Other Resources

This guide describes the following tasks: 

  • CPQ conversational flow
  • Contract management conversational flow
  • Look up approvals
  • Approve or reject an approval
  • Standard Salesforce Objects conversational flow:
    • Accounts
    • Opportunities
    • Contacts
  • Enabling the Explain Yourself feature
  • Advanced features of Max
  • Providing feedback to Max

Before using Max, you must be familiar with:

  • Salesforce

  • Conga terms and definitions

If you are new to Max, begin here: Getting Started.

DOC ID: MAXWIN20UG20201103