NOTE
This guide is intended for existing Transform Copilot customers. For new customers, this functionality is available out-of-the-box (OOTB), and the configuration steps in this guide can be skipped.
Overview
Once a contract award, contract modification, solicitation, or solicitation amendment document is ingested using Transform Copilot, users gain instant, conversational access to critical insights through Mila, TechnoMile’s Intelligent Digital Assistant.
By completing these configurations, existing Transform Copilot customers can enable a more streamlined and intuitive document analysis experience, accelerating decision-making and boosting productivity.
Audience
Salesforce Administrators
IT Support
Prerequisites
Ensure that GovSearchAI Sales Cloud 2026.1 package is installed. The version of this package must be 2026.10 or higher. Refer to the GovSearchAI Connector Installation and Configuration Guide for the installation steps.
Ensure you notify TechnoMile to complete their portal setup before proceeding.
The Entity Name, ACS URL, and Single Logout URL details will be provided by TechnoMile. Ensure you have them available before proceeding.
The TC Cognito Endpoint Url, TC Cognito Client Id, and TC Cognito Client Secret details will be provided by TechnoMile. Ensure you have them available before proceeding.
Manage Connected Apps
To configure the connected app:
Go to Manage Connected Apps using Setup Search.
Click Edit against SF IDP for Cognito.
Under SAML Service Provider Settings, update the following details:
In the Entity Name field, enter the name provided by TechnoMile.
In the ACS URL field, enter the URL provided by TechnoMile.
In the Single Logout URL field, enter the URL provided by TechnoMile.
In a new tab on the same browser, open Manage Connected Apps using Setup Search.
Open TM_Analytics SF IDP for Liferay.
Copy the Issuer URL and IDP Certificate details from the TM_Analytics SF IDP for Liferay page and paste them into the corresponding fields in SF IDP for Cognito page.
Click Save.
On the SF IDP for Cognito page, scroll down to Profiles and click Manage Profiles.
Select and assign the same Profiles configured in TM_Analytics SF IDP for Liferay to the SF IDP for Cognito page.
Click Save.
Please share the Metadata Discovery EndPoint URL with your TechnoMile admin for further configuration.
Configure TM ICI Setting
To add the Cognito details on the TM ICI Setting page:
Go to ICI Configuration Page using the App Launcher.
Click the gear icon.
Enter the TC Cognito Endpoint Url, TC Cognito Client Id, and TC Cognito Client Secret details provided by TechnoMile.
Enable the Agreement Auto File Upload checkbox to automatically upload agreement documents, which is required for using the Document Compare feature.
NOTE
Skip this step if you do not plan to use the Document Compare feature.
Click Submit.
Create a Remote Site
Go to Remote Site Settings using Setup search.
Click New Remote Site.
Enter the Remote Site Name and URL provided by TechnoMile, select the Active checkbox, and click Save.
The Remote Site is created.
