The Conga Copilot feature uses Generative AI to help search for information and answer questions for the following types of documents:

  • Documents imported into X-Author for Contracts Advanced through Conga Contract Intelligence
  • Generated documents, create offline documents, and import offline documents 

Asking Questions with Conga Copilot for Documents Processed with Discovery AI

  1. Within X-Author for Contracts Advanced, click the Work tab.
  2. Click the More icon () on the left side of the navigation menu and select Review Import Results. 

    You must run Review Import Results before accessing Conga Copilot. 

  3. Click Insights in the navigation menu. 
  4. Click the More icon () beside one of the results and select View Risk Details. 
  5. Under Need Help? click Conga Copilot. 

  6. Enter your question in the search box on the bottom. For example, "What is the Agreement Name?" and "What is the limitation of liability cap?" 

    The questions are retained until the document is checked-in again. Afterwards, they are deleted. 

  7. You can also click the More icon () on the left side of the navigation menu and select Conga Copilot to access this feature.

Asking Questions for Generated, Create Offline, and Generated Offline Documents

  1. Within X-Author for Contracts Advanced, click the Work tab.
  2. Click the More icon () on the left side of the navigation menu and select Conga Copilot. 

  3. Enter your question in the search box on the bottom. For example, "What is the Agreement Name?" and "What is the limitation of liability cap?" 

    The questions are retained until the document is checked-in again. Afterwards, they are deleted. 

Limitations

Fields extracted from Conga Contracts Intelligence are not marked in X-Author for Contracts Advanced after extraction if there is an existing content control (a field that is already marked) in the exact same/partial content space.