Configure Conversational contract search and insights

  • Release version: Zurich
  • Updated October 25, 2025
  • 1 minute to read

    • 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 now turned on by default. The skill will be automatically available to appropriate role users for the application. The new default behavior works as follows:
    New customers
    When you install a Now Assist product, designated skills are turned on automatically.
    Existing customers who are upgrading (starting with Zurich Patch 4)
    There is no change to skills that are currently enabled and customized.

    A skill is turned on if:

    • The Now Assist plugin is installed, but the skill was never turned on.
    • An admin has never adjusted roles for the skill.
    A skill is not turned on if:
    • The skill was previously turned on, and then turned off again.
    • An admin has adjusted roles for the skill.
    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.