Configure Conversational contract search and insights
Configure Conversational contract search and insights skill to enable searching information in contracts using natural language and dialogue-driven queries, making it easier to find relevant information.
Important:
This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.
Complete the following steps to configure Conversational contract search and insights.
- Copy contract documents to contract repository
- Copy signed contract documents into the contract repository for conversational search.
- Index contracts table for conversational search
- Index the data for conversational search.
- Verify skill activation and configurations
- Verify that the skills are activated, configurations are complete, and data access permissions are configured for conversational search.