Contract AI

Contract AI reads signed contracts and turns them into draft subscriptions. It finds the customer named in each contract. When there is no match, it creates a new customer. It then fills in the subscription’s products, prices and contract dates from your product catalog. Use it to move existing contracts into Alguna, for example during a migration. You can also use it to set up the same subscription for many customers from one description. See How Alguna Works for how the subscription drives invoicing and revenue. Contract AI is available in the dashboard only. It has no public API endpoint.

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Bulk create subscriptions

On the Subscriptions page, select the bulk create button next to New Subscription. On narrow screens it is Bulk Create in the actions menu. You need permission to manage subscriptions. The Bulk Create with ContractAI dialog offers two ways to start:

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From Files

1. Select From Files.
2. Add up to 50 PDF files.
3. Optionally, open Add instructions (optional) and write guidance that applies to every contract. For example, “Always take the description from section 3” or “All contracts start on Feb 1”. You can also dictate the instructions with the microphone button.
4. Select Start Processing.

For each contract, Contract AI does three things:

• It looks for a matching customer. If it finds a confident match, it uses that customer. Otherwise it creates a new customer from the details in the contract.
• It reads the contract and maps its terms to products in your catalog.
• It creates a draft subscription for that customer. The contract file is attached to the subscription.

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From Prompt

1. Select From Prompt.
2. Optionally, under Select plan as a template (optional), choose a plan for the subscription to start from.
3. Describe the subscription, for example “Add 10 seats at $50/seat/month with a $1,000 setup fee”. Then select Continue.
4. Under Select Customers, select up to 50 customers.
5. Select Start Processing.

Contract AI creates one draft subscription for each selected customer, based on the description and the plan, if you chose one.

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Track a job

Each bulk run is a job. When a job starts, the dashboard opens the Subscriptions → Contract AI page, which lists every job with these columns: Select a job to open its details. There is one row per file or customer, with:

• the customer. Customers that Contract AI created are marked New.
• the contract start, first billing and invoice generation start dates of the draft.
• a View link that opens the draft subscription.
• the error, if the item failed.

While a job is running, a failed item shows a Retry button.

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Review the drafts

Contract AI creates draft subscriptions. It does not activate them, and it does not issue invoices. Open each draft from the job, or from the Subscriptions list. Check the products, prices and dates, and edit what needs changing. Then activate the draft as you would any other subscription. See Editing Subscriptions. A customer’s billing currency is used for its subscription. If a contract is priced in a different currency, the draft carries a note in its additional terms so the difference is visible when you review it.

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Contract Agent for a single subscription

To work on one contract at a time, use New Subscription on the Subscriptions page and choose Contract Agent. Drop in a contract or describe the deal. The agent asks about anything still open, saves a draft subscription and opens it in the builder for you to edit. Contract Agent is part of Una. Using it also needs permission to manage subscriptions and agents.

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FAQ