Conversational contract search and insights Workflow

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

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.

  • Search contracts AI agent.

    For more information, Configuring user access and 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

• 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.
• Verify you have indexed the data for conversational search. For more information, see Index contracts table for conversational search.

  Verify all the skills are activated and configurations complete. For more information, see Verify skill activation and configurations.

• 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.

Conditions for the Agentic Workflow to trigger

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

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.

1. Navigate to All > AI Agent Studio > Create and manage.
2. Search for Search for Conversational Contract Search and Insights and open it.

AI agents used in Search for Conversational Contract Search and Insights Workflow

Table 1. AI agents names and descriptions

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.

• Search in contracts using conversational search
  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
• Contract analysis using Now Assist in Contract Management