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          Contracts AI Overview

          Contracts AI Overview

          Use generative AI to change how your business handles contracts, clauses, and documents. Contracts AI streamlines the labor-intensive process of drafting clauses for legal agreements and enables the efficient extraction of contract details and clauses from complex PDFs. Einstein boosts your productivity, accuracy, and compliance in the digital age.

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          Troubleshooting Einstein Generative AI and Contracts AI

          Generative AI uses LLMs to generate the output. Because LLMs are trained by other companies, the output isn’t always what you expect. If the output doesn’t meet your expectations, you can generate new output by starting over. The generated output from the previous attempt isn’t saved, and the new output replaces it.

          We encourage you to provide feedback about the output using the Thumbs Up and Thumbs Down image(thumbs up and thumbs down) buttons. You can also provide feedback as to why the output wasn’t helpful. Thumb responses and additional feedback are shared only with Salesforce.

          • Set Up Contracts AI
            Enable generative AI settings and set up use case configurations to activate the standard action flows that extract and generate clauses from your contract.
          • Clause Drafting with Contracts AI
            If your company is like most companies, you frequently grapple with a substantial repository of historical contracts, which are inadequately organized and inaccessible. These challenges stem from several factors. Historical contracts are scattered across various departments and storage systems. Newer agreements are taking precedence in management systems, and business considerations are driving an escalating demand to address legacy contracts.
          • Contract and Clause Extraction with Contracts AI
            Use generative AI to automate the extraction of contract fields and clauses from PDF documents. Reduce manual data entry errors, track extractions from a unified interface, and improve clause-extraction precision with thumbs-up or thumbs-down feedback.
          • Draft Clauses in Microsoft 365 Word Add-In with Contracts AI
            Use Contracts AI to draft legal clauses in the Microsoft 365 editor based on input parameters or user queries. Insert drafted clauses into document templates and contract documents, and add reusable clauses to the clause library.
           
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