Search in contract metadata

Ask question in the Now Assist panel to search for information related to contract fields.

Before you begin

Role required: sn_cm_gen_ai.ai_contract_fulfiller

About this task

Conversational search enables you to find information by searching across contract fields using natural language queries. When you ask questions about structured contract information—such as vendor names, contract dates, payment terms, contract status, or business owners—the system searches the contract metadata and returns matching contract records. By default the search results display the following columns:

• Number
• Contract model
• Vendor
• Start date
• End date
• State

You can customize the columns to be displayed by using the Personalize fields option under More Actions icon.

Contract fulfillers and assignment group managers with the sn_cm_gen_ai.ai_contract_fulfiller and 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.

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.

3. Select Show to view the search results.

4. Select CNTR number to view the contract details.

1. Select Open request to open the contract record.