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Customize the Contract Document Overview Topic for Contract Search

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Customize the Contract Document Overview Topic for Contract Search

Edit the Contract Document Overview topic to reflect your contract search use case and ensure the content aligns with your organization's compliance, legal, and business standards. Customizing this topic helps surface the most relevant context when users interact with contract search results or ask follow-up questions in Agentforce

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Performance editions.
User Permissions Needed
To set up a contract agent:

Manage AI Agents

AND

Data Cloud Architect

AND

CLM Admin User

AND

Contracts AI User
  1. In Setup, find and select Agentforce Agents.
  2. Click Contract Agent.
  3. Click Open in Builder.
  4. Click Contract Document Overview.
  5. At the bottom of the screen, click New Version.
  6. Make the required changes and save your changes.
  7. Click Activate.

See Also

 
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