You can lookup a contact or contact fields using conversational flows in Max.

The Lookup workflow is triggered by typing in lookup queries for contacts. 

Looking up Contacts with Max

When you ask Max to lookup contact, Max performs the following steps:

  1. Selects the candidate contacts, If there are no candidate contacts or the lookup query that is too generic, Max returns the top 20 contacts, sorted by the Last Modified Date.
  2. Once Max selects the candidate contact, it fetches the below details for each contact:
    • Contact Name
    • Account Name
    • Title
    • Contact Owner
    • Phone Number
    • Email
    • Mailing Address
    • Created By
    • Last Modified On
  3. After Max obtains all the information,  it displays a summary of the retrieved contacts.

Conversational Flow: Lookup Contacts

The following table describes the possible conversational flow between the user and Max for looking up contacts. 

Type of LookupConversational Input from UserResponse from Max | ResultUseful Tips
Single contact
  • show me the last contact
Shows the last modified contact

You can also use the following replacements for, 'Last':

  • latest
  • most recent
  • past
  • recent
  • show me Joe's Contact Info
Shows the oldest (modified) contact with the name matching the substring Joe

  • show me the last 3 contacts
  • show me the 3 most recent contacts
Shows at the most 3 most recently modified contacts.
contacts created by you



show me the last 3 contacts that I createdShows at the most 3 contacts most recently created by the user logged into the Conga system.You can also use the term 'Authored' in replacement of the term 'Updated'
  • show me the last 3 contacts that I updated
  • show me the last 3 contacts that I worked on
  • show me the last 3 contacts that I modified
Shows at the most 3 contacts most recently updated by the user logged into the Conga system.

You can also use the following replacements for, 'Updated':

  • modified
  • changed
  • worked on
Lookup contact within a specific time duration
  • show me the last 3 contacts that John Snow created in the past 2 months
  • show me the last 3 contacts that John Snow created last Monday
  • show me the last 3 contacts that John Snow created on 08/01/2018
Shows at the most 3 recent contacts created by John Snow in the past 2 months.

You can also use the following phrases for looking up contacts within a specific time duration:

  • last Monday (specific day relative to current time)
  • On 08/01/2018 (specific date)
  • Feb 2020 (date range)
  • In the last week (date range relative to current time)
  • since yesterday (past time duration)
  • show me the last 3 contacts that I worked on in the last week
  • show me the last 3 contacts that I worked on since yesterday
Shows at the most 3 recent contacts updated by the user logged into the Conga system in the past week.
Lookup contact based on contact data

show me the contacts of Acme Account


Shows at the most 3 recent contacts updated by the user logged into Conga system that has Account as Acme.
Lookup contact sorted by specific criteria

show me my last 3 contacts of Acme Account sorted by created date in descending order

Shows at the most 3 recent contacts updated by the user logged into Conga system that has Account as Acme. The resultant contacts are sorted in descending order. Max displays the most recent contacts first.

show me my last 3 contacts of Acme Account sorted by created date in ascending order

Shows at the most 3 recent contacts updated by the user logged into the Conga system that has Account as Acme. The resultant contacts are sorted in ascending order. Max displays the contacts with the oldest start date first.


Lookup contacts with no specific criteria

lookup contacts

Max returns the 20 most recently modified contacts.


Lookup an invalid contactshow me Jamba contact

Max returns an error as, "I’m sorry, I couldn’t find any contacts that match that description. Try rewording your search, or giving me more information about the contact you’re looking for. You can ask for ‘help’ at any time, or say ‘explain’ to see how I interpreted your request.".


Looking up contact Fields with Max

When you ask Max to lookup a contact field, Max follows the following steps:

  1. Selects the candidate contacts. If there are no candidate contacts or the lookup query that is too generic, Max returns the 20 most recently modified contacts. 
  2. Once Max selects the candidate contacts, it fetches the below details for each contact:
    • Contact Name
    • Account Name
    • Title
    • Contact Owner
    • Phone Number
    • Email
    • Mailing Address
    • Created By
    • Last Modified On
  3. Max also fetches the specific user-requested fields.
  4. After Max obtains all the information,  it displays a summary of the retrieved contacts and fields.

Conversational Flow: Lookup contact Fields

The following table describes the possible conversational flow between the user and Max for looking up contact fields. 

Type of LookupConversational Input from UserResponse from Max | Result
Look up contact fields

show me account and email of my contacts

Shows the requested fields and other fields that partially match the search criteria for the contacts created by the user logged into Conga system.