Self-service Q&A powered by CoCounsel Panel
The
Self-service Q&A powered by CoCounsel
is an AI-powered, self-service chat tool embedded within the HighQ platform. Accessed via a simple call-to-action button on the custom page dashboard, the intuitive chat interface allows users to quickly find relevant legal or business information without manually searching through documents. Powered by CoCounsel’s legal expertise, it delivers fast, accurate answers to streamline decision-making and enhance user experience.Click “
Self-service Q&A
” to add the panel:
The “
Add panel - Self-service Q&A
” screen opens:
- Panel title- Enter the title of the panel. This title is the heading above the call-to-action. You can also hide the title by selecting the hide title checkbox.
- Site- Select the site you want to pull the files from.
- Folder- Select the folder within the site that your files are in that you want to upload to the CoCounsel database. This is a mandatory field.noteThis is a one-time folder synchronisation. To resync, the panel must be removed and re-added. Also, note that subfolders and smart folders are not supported.
- CoCounsel Database- Enter the CoCounsel database where the documents will be added to be able to enable the chat function. This list is populated based on the admin users CoCounsel credentials added to the Site admin section. Start typing the name of a database you want to create if you don’t already have it and choose the Create new database option. This is a mandatory field.note
- This database will be shared with the external user configured on the Site to enable search functionality, and the CoCounsel databases created for this feature will not appear in the CoCounsel UI; they will be managed exclusively within HighQ.
- When the panel is configured on a site, the associated database is automatically shared with all site administrators within the site the Custom Page is being configured on, regardless of which site is selected within the panel.
- Site administrators cannot access or add databases that are already in use with document skills.
- Heading- This is the name of the panel/chat, e.g., ''CoCounsel'' is the default, but you can change this to “{your chosen name}”.
- Description text- This is the short description of the Self-service Q&A Panel.
Next, click on the ''
Chat configuration
'' tab:
Suggested questions
- These are example questions shown to users, which can be customised and used or shared with clients as guidance.
note
Users can select suggested questions presented as easily clickable options, enabling them to initiate the query directly and faster in Q&A panel.
Click
Add
to add the panel to the section.The new panel is now displayed in your dashboard as shown below:
When a user clicks on the KPI-style card, it triggers a chat function linked to the CoCounsel database configured by the administrator. The user can then ask natural language questions about the data contained in that CoCounsel database. If the user asks a question that is not related to the database content, the chatbot will respond with ''no relevant information found''.
An example of what the chatbot can look like within the dashboard:
The user’s chat history is retained for 7 days to allow for users to review their own previous questions. The ''
View Results
'' option saves submitted questions to the chat history.
note
- If the View Results option is not clicked, the question will not be saved and will not appear in the chat history the following day.
- By default, chat history is retained for 7 days, however the time period can be extended up to 30 days, to update this please contact support.
The “
View all footnotes
” option allows users to view all mentioned sources and their locations within the document, displaying where the cited information appears, such as specific page numbers.note
- If you're using the chatbot for the first time, you'll need to click on “I understand” to accept the terms and conditions. This is a one-time step.
- The chatbot may take a few minutes to retrieve accurate information, as it searches only within the CoCounsel database.
Additional Information
- Any user who has access to the dashboard will be able to interact with the documents in the connected database through the Q&A panel. If there are users who should not have access to this data, permissions must be applied at the dashboard level to restrict their access.
- The self-service Q&A feature supports searching up to 100 documents. However, when using HighQ folders, keep in mind that sub-folders are not included in the search; only documents in the selected top-level folder will be searchable.
- To avoid confusion, only one Q&A panel can be added to a dashboard. This ensures users aren’t interacting with multiple chat panels linked to different data sources.
- When a self-service Q&A panel is deleted, all associated user history cannot be accessed.
note
When a firm has full responsibility for its own legal privacy and terms and conditions through a special arrangement with TR, the privacy disclaimer text will be adjusted accordingly.