---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/employee-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Conversational contract search and insights Workflow

# Conversational contract search and insights Workflow {#ariaid-title1}

Release version: Yokohama  
Updated July 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure conversational contract search and insights workflow to enable searching information in contracts using natural language and dialogue-driven queries, making it easier to find relevant information.

## Configurations for Conversational contract search and insights {#cmpro-agentic-use-conv-search__section_z3c_f13_v2c}

Important:  
* Verify you have set the data access permission for your role in the following:
  * Conversational Contract Search agentic workflow. For more information, see [Configuring user access and data permissions for agentic workflows](https://servicenow-prod.fluidtopics.net/m46EnlCKiDw1GWiV5bJ2HA "Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for the agentic workflow.").

  * Search contracts AI agent. For more information, [Configuring user access and data permissions for AI agents](https://servicenow-prod.fluidtopics.net/irSwlYDMTaBvGLmQfSkzmA "Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for AI agents.").

  * Contracts query enhancer and Search contract with contextual input Now Assist skills.

    For more information, see [Configure data permissions for Now Assist skills](https://servicenow-prod.fluidtopics.net/rGLi3Jyzy5EvjFGwOY2_yw "Add the user roles for a Now Assist skill to specify the roles that Now Assist uses to access data while performing a task. The user roles control the information that Now Assist can read, update, or share, based on the permissions of the selected roles.")
  {#cmpro-agentic-use-conv-search__ul_ylv_3dk_khc}
* Verify you have run the scheduled job to copy signed contract documents into the contract repository. For more information, see [Copy contract documents to contract repository](https://servicenow-prod.fluidtopics.net/y3tl0EQmLS7Zh8NKI~gzkw "Copy signed contract documents into the contract repository for conversational search.").
* Verify you have indexed the data for conversational search. For more information, see [Index contracts table for conversational search](https://servicenow-prod.fluidtopics.net/AN2ge2Xj1gKAkAqiq9FNFg "Index the data for conversational search.").

  Verify all the skills are activated and configurations complete. For more information, see [Verify skill activation and configurations](https://servicenow-prod.fluidtopics.net/dIdUNg08jhRGinfhxr11WQ "Verify that the skills are activated, configurations are complete, and role masking defined for conversational search.").
* Verify you have turned on the Now Assist panel to view the agentic workflow in it. For more information, see [Activate Now Assist panel standard chat](https://www.servicenow.com/docs/access?context=activate-now-assist-panel&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).
{#cmpro-agentic-use-conv-search__ul_nkf_3g4_1fc}

## Conditions for the Agentic Workflow to trigger {#cmpro-agentic-use-conv-search__section_ix2_d2j_dhc}

The Conversational contract search and insights is triggered when a you enter queries in the Now Assist panel.  
Contract fulfillers and assignment group managers with the now_assist_panel_user role can view the agentic workflow conversation in the Now Assist panel.  
Note:  
The agentic workflow isn't supported in the Virtual Agent panel.

## Accessing the Agentic Workflow {#cmpro-agentic-use-conv-search__section_ek3_4zt_x2c}

Role required: sn_cm_gen_ai.ai_contract_fulfiller

If your generative AI service provider isn't Now LLM Service, verify that the API connections and credentials are configured. For more information, see [Configuring API credentials for generative AI capabilities](https://www.servicenow.com/docs/access?context=configuring-api-credentials-for-generative-ai-capabilities&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US).  
1. Navigate to AllAI Agent StudioCreate and manage.
2. Search for Search for Conversational Contract Search and Insights and open it.
{#cmpro-agentic-use-conv-search__ol_s5g_mnn_v2c}

## AI agents used in Search for Conversational Contract Search and Insights Workflow {#cmpro-agentic-use-conv-search__section_qxr_4wm_v2c}

{#cmpro-agentic-use-conv-search__table_rpx_swm_v2c__entry__2}

| Name | Description |
|-|-|
| Search contracts AI agent | This agent helps you find and understand legal contracts and documents by giving search results for questions asked in natural language. It works as a conversational search and Q\&A tool within the Contract Lifecycle Management system. |
| Document and visual insights AI agent | This agent helps with tasks related to processing of documents. For more information, see [Document and visual insights AI agent](https://www.servicenow.com/docs/access?context=document-and-visual-insights-ai-agent&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US). |
[Table 1. AI agents names and descriptions]

{#cmpro-agentic-use-conv-search__table_rpx_swm_v2c}
* **[Search in contracts using conversational search](https://servicenow-prod.fluidtopics.net/pYhHqhTxBxCjaIca5GRmKw)**   
  Ask question in the Now Assist panel to search for information on the contracts and its content.

**Related concepts**   

* [Metadata extraction using Now Assist in Contract Management](https://servicenow-prod.fluidtopics.net/aw~F2VkQ1rJvSQkajGyF2Q "As a contract fulfiller, use Now Assist in Contract Management Pro to extract metadata from a signed contract and add the information to the mapped fields in the contract repository.")
* [Contract analysis using Now Assist in Contract Management](https://servicenow-prod.fluidtopics.net/eHXe3~_wgdtkwmJReeAsGw "As a contract fulfiller, you can analyze your contract documents and identify non-standard or missing clauses from the Now Assist contextual side panel by using the Now Assist in the Contract Management application.")

*[\>]: and then