You can look up 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 look up a contact, Max:

  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. Fetches these details for each contact:
    • Contact name
    • Account name
    • Title
    • Contact owner
    • Phone number
    • Email
    • Mailing address
    • Created by
    • Last modified on
  3. Displays a summary of the retrieved contacts.

Conversational Flow: Look Up 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

Instead of "last", you can also use:

  • 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 the three most recently modified contacts.
Contacts created by you



show me the last 3 contacts that I createdShows the three contacts most recently created by the user logged into the Conga system.You can use the term "authored" instead of "created".
  • 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 the three contacts 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 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 the three contacts most recently created by John Snow in the past two months.

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

  • last Monday (specific day relative to now)
  • On 08/01/2018 (specific date)
  • Feb 2020 (date range)
  • In the last week (date range relative to now)
  • 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 the three contacts most recently updated by the user logged into the Conga system in the past week.
Look up contact based on contact data

show me the contacts of Acme Account


Shows the three contacts most recently updated by the user logged into Conga with "Acme" as the account.
Look up contact sorted by specific criteria

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

Shows the three contacts most recently updated by the user logged into Conga with "Acme" as the account. Max sorts the resultant contacts in descending order, most recent first.

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

Shows the three contacts most recently updated by the user logged into Conga with "Acme" as the account. Max sorts the resultant contacts in ascending order, oldest start date first.


Look up contacts with no specific criteria

lookup contacts

Max returns the twenty most recently modified contacts.


Look up an invalid contactshow me Jamba contact

Max returns an error such 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 look up a contact field, Max:

  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. Fetches these details for each contact:
    • Contact name
    • Account name
    • Title
    • Contact owner
    • Phone number
    • Email
    • Mailing address
    • Created by
    • Last modified on
  3. Fetches any fields the user requested.
  4. Displays a summary of the retrieved contacts and fields.

Conversational Flow: Look Up 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.