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CoCounsel for ONESOURCE

About CoCounsel for ONESOURCE

CoCounsel is an AI-powered chat. You can collaborate with CoCounsel like you would a trusted colleague.
Whether researching how to do a task in your product or needing answers about your account, CoCounsel uses help articles, user guides, and release notes to generate the best answer for you.
note
A future enhancement is planned for CoCounsel to answer your questions about upcoming product releases.
As you interact with CoCounsel, the AI-powered chat learns and becomes more skilled and proficient in responding to your questions. By leveraging AI technology and fostering continuous learning, we launch into an era of intelligent and personalized experiences that help you get the answers you need to do your best work.
CoCounsel is a free service to use.

How it works

CoCounsel trained on vast quantities of information and data to understand natural language instructions.
Prompt engineering is the process of crafting prompts to get the right output from CoCounsel.
tip
By giving CoCounsel instructions, examples, and context in your prompts, you can improve the quality and accuracy of CoCounsel’s answer.

How to get started

In your product's platform or as you work in your product, select the CoCounsel icon from the global header. This is the sparkle icon indicating AI capabilities.
ONESOURCE platform's global header with sparkle icon indicating AI capabilities.
CoCounsel for ONESOURCE is available for:
  • Platform products:
    • Core Platform and Administration
    • API Administration
    • Calendar Classic
    • Calendar NG
    • Classic Workflow Suite
    • Workflow NG
    • Dataflow
    • Dataflow Classic
    • Data Hub
    • General Ledger Manager
  • Direct Tax:
    • Income Tax
    • Tax Provision
    • Trust Tax
    • Statutory Reporting
    • Corporate Tax
  • Indirect Tax:
    • Determination
    • Indirect Tax Compliance
    • Sales and Use Tax Compliance
    • E-Invoicing
note
At this time, CoCounsel for ONESOURCE is available for AMERS, EMEA, and APAC regions. We'll make more regions available in the future.

How to ask questions

Tips on creating prompts:
  • Write a clear and concise question (or prompt) that's 1 - 2 sentences long. Add information like the product name and module you need support with and a detailed description.
  • Give facts relevant to the support you need. Each word in a prompt should be essential to finding relevant information. Don't include extra background facts that aren't relevant.
  • Clearly identify the information you want. Use words from your product, like screen names or fields to best match the content in help articles.
  • Focus on a single issue or question in your prompt. Ask each question separately if you have more than one.

Sample prompts

Prompt comparisons between initial prompt and refining a better prompt
Generic prompt
Better prompt
I'm not able to log in to ONESOURCE.
I'm trying to sign in to ONESOURCE using my username and password, but I get an error message saying my account is locked. How do I unlock my account?
I made a mistake with my entity import. Can I disable those entities? Also, I'm not able to delete entities. What should I do?
In Administration, I made a mistake with my entity import. Can I disable those entities?
Can I delete a published version?
In Data Hub, can I delete a published version of a collection?
Why are some of my records in unavailable?
In Data Hub, why are some of my records in unavailable?
How do I map data?
How do I map ONESOURCE Income Tax data to ONESOURCE Tax Provision data?

Our plans to expand CoCounsel

ONESOURCE with CoCounsel is built on a foundation of continuous learning. As it interacts with users and processes more queries, it will become more adept at understanding and responding to a wider array of questions, further enhancing its support capabilities. We will also be adding different skills to CoCounsel for various tax use cases. By seamlessly combining various AI skills and fostering continuous learning, we are entering a new era of intelligent, intuitive, and personalized experiences.

This article applies to:

  • PRODUCT: CoCounsel
  • Subject: AI