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Use Conversations within Client/Project context
- Within the project context, selectStart a conversationin the menu orNew conversationto create a new conversation with that project context.
- Before you send the first message, you can remove the context by selectingX. This will clear your changes and set the conversation to be created in your private user collection.
- Conversations within thecontext will be able to use mentions (@) across projects you have access to within that client.ClientProject
- Once your new conversation is created, it will be visible to everyone who has access to that client and project context.
- Conversations should be scoped to thecontext and should answer questions based on that project.ClientProject
- Adding a file to a conversation within a project will add it to the project's Conversations folder.
- At this time, files added to a project are not subject to the global document retention settings within CoCounsel.
- At this time, files within the CoCounsel Knowledge Base can't be accessed inClientsandProjects. Files will need to be uploaded from your device to be added to a specific.ClientProject
note- If you are invited to another team member's client and that client contains projects with Conversations, then you will be able to see those conversations in a read-only format, regardless of whether you created them or not.
- Conversations you have within acontext will also show up in your CoCounsel Conversation History.ClientProject
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals