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This article applies to:

  • Subject: AI

Meet CoCounsel: Your AI assistant in ONESOURCE™ Global Trade

Developed with the most advanced artificial intelligence, CoCounsel is your new chatbot within the ONESOURCE™ Global Trade platform. It’s designed to assist you with answers, guidance, and support just a click away, so you can stay focused and productive.

What can CoCounsel do?

CoCounsel is here to help you work smarter and solve problems faster. Here’s what it can do for you:
  • Instant answers to your questions
    : Your questions about functionalities, tasks, or products are answered in seconds. CoCounsel quickly searches Help and Support resources to provide clear responses.
  • Direct access to documentation
    : Every answer comes with precise links to reference documents. These links open in a new tab, so you never lose your place.
  • Seamless ongoing conversations
    : Access your chat history from the side menu, pick up where you left off, or start a new chat. Each session is automatically named for easy reference, and you can export or rename your transcripts anytime.
  • Always available
    : CoCounsel is ready to help you 24/7, so support is there whenever you need it.

How to use CoCounsel

  1. Click the
    sparkle icon
     at the top of your ONESOURCE™ screen to open the chat.
  2. Type your question. CoCounsel can even help you rephrase your prompt for the best results.
  3. Receive instant answers, complete with helpful links and clear explanations.

Tips for getting the most out of CoCounsel

To maximize the benefits of CoCounsel, it’s important to keep some good practices in mind.
  • Be direct and concise
    : Objective questions yield objective answers.
  • Add essential details
    : Mention product names, modules, or specific screen references for surgical accuracy.
  • One topic per question
    : Focus on a single subject at a time for unparalleled precision.
  • Get straight to the point
    : Avoid additional information that doesn't contribute to the question.

What if you need human assistance?

Or if CoCounsel can’t find the reference materials? In both cases, the bridge to specialized support is shorter and more efficient than you imagine.
  • Create tickets directly from the chat
    :
    No more opening new windows and forms. Initiate a support request without leaving your CoCounsel conversation.
  • Pre-filled form
    :
    CoCounsel already fills the support form with everything that matters: product segment, title, module, your data, chat name, and even an intelligent description of the problem based on your interaction.
  • Total control
    :
    You have the freedom to review and edit any field before submitting.
  • Transparent tracking
    :
    After submission, you'll receive a link with the case number to track the status of your request in real time.

Always getting smarter

CoCounsel is always learning and evolving. After each chat, let us know how CoCounsel did. Every bit of input helps CoCounsel learn, improve, and deliver even better support for ONESOURCE™ Global Trade users like you.
Ready to experience effortless support? Try CoCounsel and see how easy getting help can be!