Overview
This guide will help you identify and mitigate the most common issues raised by users of Transform Copilot, to help you get the most out of the product. The guide supplements the Transform Copilot Training Video, as well as the Transform Copilot User Guide, available for both Salesforce-based and Microsoft Dynamics-based versions of the TechnoMile Contracts Suite.
Transform Copilot greatly reduces the amount of time that it takes Contract Managers to extract the information from a contract document into TechnoMile’s Contracts Suite. The information presented to the user by Transform Copilot includes top-level contract information such as contract number and award date, Periods of Performance, CLINs/SLINs, and Clause information.
Transform Copilot uses a fine-tuned Generative Artificial Intelligence (Gen AI) model and algorithms to identify and infer critical data elements and present them to the user for validation in a simple user interface.
Yet because AI technology is never going to be perfect, Transform Copilot will never be 100% accurate. Even if it were perfect, contracts come in formats never before seen, or a contract may not even contain all the information a user expects, or a contract may be of very poor quality.
Either way, that is why Transform Copilot is a copilot -- you, as the user, are given the ability to review and adjust details before you create a contract record.
The FAQ is organized by stage of the workflow – with Section 1 about submitting a job, Sections 2 through 5 about each stage of ingestion, Section 6 about overall UI concerns, and finally Section 7 about creating a record after extraction.
As always, if you have questions about any TechnoMile product, open a ticket with TechnoMile’s Customer Success team, and we can reach out to help address the concern.
While this guide will help you identify and mitigate the most common issues raised by users of Transform Copilot, it won’t be able to solve all issues. If you are unable to resolve an issue using the steps provided in this FAQ, and need to file a ticket with TechnoMile Customer Success, following these steps, and using this format, will expedite TechnoMile’s review.
Steps to Follow
You can find out how to register for TechnoMile’s Customer Success Portal, and how to submit a support ticket, in this short video. To open a ticket from the Success Portal, you can click Submit a Support Ticket link at the top of the homepage.
Include Screenshots, Description, and Contract Document
The best way for TechnoMile to address your concerns with Transform Copilot is for the user facing the issue to include the following information in the support ticket:
- A succinct explanation of the issue
- Screenshots of transform copilot showing the issue
- The URL of the environment where the issue occurred (e.g. technomiledemo2025.crm.dynamics.com, technomiledemo2025.lightning.force.com)
- The time and day the issue happened
- The user(s) affected by the issue
- A copy of the document that was being ingested
If more than one issue is being faced, please separate the concerns into separate tickets.
Can I Email Support?
It is possible to open a ticket by sending an email directly to customersupport@technomile.com. However, TechnoMile encourages the use of the Success Portal, because using the portal will help ensure crucial details are included, making it much easier for TechnoMile to address. Also, clients can ensure that the images and documents they upload are passed on correctly.