You can look up an account or account fields using conversational flows in Max.

The Lookup workflow is triggered by typing in lookup queries for accounts or fields.

Looking Up Accounts with Max

When you ask Max to look up an account, Max:

  1. Selects the candidate accounts. If there are no candidate accounts or the lookup query is too generic, Max returns the top 20 accounts, sorted by the last modified date.
  2. Fetches for each account:
    • Account name
    • Type
    • Account owner
    • Industry
    • Billing address
    • Created by
    • Last modified on
  3. Displays a summary of the retrieved account information.

Conversational Flow: Look Up Accounts

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

Type of LookupConversational Input from UserResponse from Max | ResultTips
Single Account

Show me the last account

Shows the last modified account

You can also use these terms for "last":

  • latest
  • most recent
  • past
  • recent
  • Show me the Portal account
  • Show me the first account with the name Portal
Shows the oldest (modified) account with the name matching the substring "Portal"

You can also use these terms for "oldest":

  • top
  • first
  • earliest
Multiple Accounts
  • Show me the last 3 accounts
  • Show me the 3 most recent accounts
Shows the three most recently modified accounts.
Accounts created by you



Show me the last 3 accounts that I createdShows the three accounts most recently created by the user logged into the Conga system.You can also use the term "authored' instead of "updated".
  • Show me the last 3 accounts that I updated
  • Show me the last 3 accounts that I worked on
  • Show me the last 3 accounts that I modified
Shows the three accounts most recently updated by the user logged into the Conga system.

You can also use these terms instead of "updated":

  • modified
  • changed
  • worked on
Look up account within a specific time duration
  • Show me the last 3 accounts that John Snow created in the past 2 months
  • Show me the last 3 accounts that John Snow created last Monday
  • Show me the last 3 accounts that John Snow created on 08/01/2018
Shows three recent accounts created by John Snow in the past 2 months.

You can also use these phrases for looking up accounts within a specific period:

  • 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 accounts that I worked on in the last week
  • Show me the last 3 accounts that I worked on since yesterday
Shows three accounts most recently updated by the user logged into the Conga system in the past week.
Look up account based on account data

Show me my last 3 accounts in the healthcare industry

Shows three accounts most recently updated by the user logged into Conga system with Industry as "healthcare".
Look up account sorted by specific criteria

Show me my last 3 accounts in the healthcare industry sorted by created date in descending order

Shows the three accounts most recently updated by the user logged into Conga system with Industry as "healthcare". Max displays the results in descending order, most recent account first.

Show me my last 3 accounts in the healthcare industry sorted by created date in ascending order

Shows the three accounts most recently updated by the user logged into Conga system with Industry as "healthcare". Max displays the results in ascending order, oldest start date first.


Look up accounts with no specific criteria

Lookup accounts

Max returns the twenty most recently modified accounts.


Look up an invalid accountShow me Jamba account

Max returns the error:

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


Looking Up Account Fields with Max

When you ask Max to look up an account field, Max:

  1. Selects the candidate accounts. If there are no candidate accounts or the lookup query is too generic, Max returns the twenty most recently modified accounts. 
  2. Fetches these details for each account:
    • Account name
    • Type
    • Account owner
    • Industry
    • Billing address
    • Created by
    • Last modified on
  3. Fetches any fields the user requested.
  4. Displays a summary of the retrieved accounts and fields.

Conversational Flow: Look Up Account Fields

The following table shows a possible conversational flow between the user and Max for looking up account fields. 

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

Show me type and industry of my accounts

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