Search in contracts using conversational search

  • Release version: Yokohama
  • Updated November 13, 2025
  • 1 minute to read

    • Ask question in the Now Assist panel to search for information on the contracts and its content.

    Before you begin

    Role required: sn_cm_gen_ai.ai_contract_fulfiller

    About this task

    Conversational query supports the following:
    • Queries related to contract metadata. Example: List all contracts for the vendor Acme. Vendor is a metadata associated with the contract.
    • Queries related to clauses within contract documents. Example: List contracts that have a Confidentiality clause.
    • Combined queries related to fields in the contract and clauses within the contract document. Example: List contracts for Acme vendor with Confidentiality clause.
    • Summarization and Q&A on contract documents. Example: Summarize the contract CNTR21002.

    For feature limitations, see Explore Now Assist in Contract Management.

    Procedure

    1. Navigate to Now Assist panel.
    2. Enter a query in the Now Assist panel.
      Figure 1. Conversational search for contracts
      Conversational search for contracts

    Result

    • The list of contracts will be listed. Selecting View all results shows list of contracts in platform view.
    • Selecting the contract number loads the contract in your workspace.