CoCaptain | Veson Help Center

CoCaptain AI lets you interact with your data using plain, conversational language. Instead of navigating reports or building queries manually, you can ask questions directly and receive answers without leaving the platform.

What can CoCaptain do?

CoCaptain draws answers from your Veson Platform environment. All responses are grounded in your organization's own data. CoCaptain works in two modes, depending on what you need.

Context-aware CoCaptain assistance

This option in the upper right focuses on what's right in front of you. It reads the window or panel you currently have open and surfaces insights, explanations, and assistance specific to that view. Use it when you have a question about the screen you're on — what a field means, how to complete the task in front of you, or what the data you're looking at is telling you. Because it's anchored to your current context, you don't need to explain where you are or what you're working on.

Broad CoCaptain assistance

The CoCaptain workspace in the main menu looks beyond your current screen. It searches across available resources to answer wider questions and pull together information that may live in different places. Use it when your question isn't tied to a single view — when you're researching, comparing, or trying to find something without knowing exactly where it lives. Give it as much detail as you can about what you're looking for, and it will do the legwork of finding and connecting the relevant pieces.

Additional CoCaptain features

In addition to text-based chat, CoCaptain offers optional features that let you interact in the way that works best for you. Explore these options whenever you want to move beyond typing.

Voice-to-text – Speak your message and have it transcribed directly into the chat. This is helpful for quick input, accessibility, or when typing isn't convenient. The voice-to-text feature inherits your browser’s language settings.
Text-to-speech – Have CoCaptain’s responses read aloud, making it easier to follow along hands-free or reduce screen time.

These features are optional and can be turned on or off at any time to match how you prefer to work.

What can CoCaptain help me with?

CoCaptain is built to help with a range of tasks, and here are a few to get you started.

Data Access & Analysis

Search and filter records across multiple data models, including:
- Vessels, Voyages, Port Calls
- Time Charter Contracts (In/Out)
- Cargoes and COAs (Contracts of Affreightment)
- Claims, Invoices, Agents
- Forms, Emails, and Documents
Retrieve information about specific records
Autocomplete and suggest values for various fields
Summarize individual records, such as a single voyage

List & View Management

Create custom list views to organize your data
Filter and sort information based on your needs
Query across different data types to find what you need

Actions on your data for IMOS

CoCaptain can take a defined set of actions: updating records, creating records (cargoes, claims, workflows, list views, sharing rules, and more), submitting maritime forms, running voyage/estimate calculations, managing tags, and handling form approvals for IMOS.

CoCaptain confirms before it writes. Any prompt that changes data in IMOS like creating or updating a record shows you what it's about to do before committing. IMOS remains the system of record; CoCaptain writes through it, not around it.

Knowledge searches

CoCaptain can now answer how-to and product questions by semantically searching the Veson Help Center (http://help.veson.com ). It returns the most relevant article sections, and on a strong match it opens the full article and cites the source link so you can verify it. Answers can now include images from the article — diagrams and screenshots render inline alongside the text.

Knowledge answers are a starting point, not the final word. CoCaptain searches published Help Center docs, not your tenant data, so it complements rather than replaces the data tools above. When there's no exact match, it surfaces the closest available content — check the cited source to confirm it applies to your situation.

Tips for Better Prompts

A few things to keep in mind as you work with CoCaptain across data tasks, actions, and knowledge searches alike.

Give it context. Contextual CoCaptain can see the form you're on. Open the record first and it already knows what you mean (for example, open a voyage in Voyage Manager and ask it to analyze the cause of demurrage). For knowledge questions, the Help Center spans the entire Veson Platform, so the same term can mean different things in different places. Mention your workspace (e.g., in IMOS, in Mail, in this Estimate worksheet) to get the most relevant answer.
Be specific with names and IDs. "Summarize [Voyage Name] voyage 10" gets a better answer than "summarize my voyage." Include the vessel name, voyage number, port, cargo ID, or form GUID whenever you have it.
Chain your prompts. After a result, you can keep the conversation going by saying, for example: "now update the remarks," "open that voyage," "give me that as a table."
Refinement across turns supported: Find all Suezmax tankers → Now just the ones built after 2018 → Which of those are DP2?

CoCaptain Example Prompts

Quick-reference list of example prompts, organized by role.

🚢 Chartering

Use Case	Prompt
Screen open cargoes	`Find me all the cargoes in "Offer" status. Give me the list as a downloadable list.`
Look up / summarize a cargo (needs a valid cargo ID)	`Summarize cargo 366 — quantity, laycan, load/discharge, and counterparty`
List recent estimates	`List the most recent voyage estimates — show vessel, TCE, profit, and status`
Update port costs/ballast + log a note (needs an estimate open in the Estimator)	`Update the port costs and ballast port on this estimate, then write a note to the remarks column under the P&L explaining what changed`
How-to: contract types	`What's the difference between the OVOV and SPOT contract types?`
Look up a vessel record	`Show me the vessel record for {{vessel}} — DWT, draft, and speed/consumption`
Look up a COA and its lifting schedule	`Summarize COA {{reference}} — parties, period, quantity, and the lifting schedule`
Find estimates for a vessel	`Find voyage estimates for {{vessel}} — show TCE, profit, and status`
Find estimates by port	`Find voyage estimates that load at {{port}}`
Find estimates for a cargo	`Find voyage estimates that include {{cargo}}`
Compare saved estimates side by side	`List my estimates for {{vessel}} and compare their TCE and total profit in a table`
Check a vessel's market/DCF value VesselsValue	`What is the market value of {{vessel}}?` — Note: this returns a link to the vessel's VV page rather than a number in chat; ask "find vessels with a market value between $X and $Y" instead if you want a number back.
Get a vessel's dimensions Q88/Dry/Milbros	`Show me the dimensions for the vessel {{vessel}}`
Check certificate status before fixing Q88/Dry/Milbros	`Show me expired or expiring certificates for {{vessel}}`
Look up a chemical/cargo's properties Q88/Dry/Milbros	`What do you know about toluene?`
Look up a vessel by IMO Q88/Dry/Milbros	`What is the SDWT for IMO {{IMO number}}?`
Get a specific questionnaire answer Q88/Dry/Milbros	`What is the cargo tank capacity at 98% for {{vessel}}?`
Search your fleet by numeric range Q88/Dry/Milbros	`Which of my vessels have a beam under 32.3 metres?`
Search your fleet by feature Q88/Dry/Milbros	`Which of my tankers have stainless steel cargo tanks?`
Compare two vessels side by side Q88/Dry/Milbros	`Compare {{vessel A}} and {{vessel B}} on DWT, draft, cargo capacity, and pumps`
Check a vessel's assigned loadlines Q88/Dry/Milbros	`What are the assigned loadlines for {{vessel}}?`

Note: Estimate search and comparison is across saved estimates. Filtering estimates by "created by me" isn't supported yet — filter by vessel, port, cargo, or status instead.

⚖️ Claims Analyst

Use Case	Prompt
Diagnose demurrage and record the finding (needs the voyage open)	`Analyze the cause of demurrage on this voyage and update the voyage remarks`
Extract a Statement of Facts (needs the SOF uploaded)	`Extract the statement of facts events (NOR tendered, hoses on/off, commenced/completed) from this document`
Calculate laytime used	`From this SOF, calculate the laytime used at {{port}} against the fixture's allowed laytime`
Needs Attention claims queue	`What's in my Needs Attention claims queue?`
Review a suggested claim	`Review the suggested claim CoCaptain generated for {{vessel}} voyage {{number}} — what did it base the figures on?`
Open-claims / exposure view	`Show me voyages with open or unresolved claims`
Summarize a specific claim	`Summarize the claim on {{vessel}} voyage {{number}} — amount, status, and what it's waiting on`
How-to: demurrage vs. despatch	`How does IMOS calculate demurrage vs despatch?`
How-to: sharing a claim package	`How do I share a claim package with a counterparty?`

📋 Operations

Use Case	Prompt
Find voyages loading at a port	`Find voyages loading in {{Santos}}`
Find problem voyages	`Build a report showing my top 10 loss-making voyages`
Vessel history on the current voyage (navigate to a voyage in Voyage Manager first)	`How many voyages have been done with the vessel on this open voyage?`
Create a bunker lifting (navigate to a voyage in Voyage Manager first)	`Create a bunker lifting at {{port}} of {{qty}} MT {{fuel}} at ${{price}}` e.g. "Create a bunker lifting at New Orleans of 600 MT of LSF price 500"
Enter an off-hire delay	`Enter an off-hire delay on the open voyage.`
How-to: port expenses	`How do I record a port expense in IMOS?`
How-to: off-hire delay	`How do I apply an off-hire delay in IMOS?`
Why is a form stuck?	`Why is the form with GUID {{guid}} stuck in "Pending With Errors" status?`

✔️ Vetting & Compliance*

Use Case	Prompt
Check when a specific certificate expires Q88/Dry/Milbros	`When does the IOPP certificate for {{vessel}} expire?`
Fleet-wide certificate expiry window Q88/Dry/Milbros	`Which certificates across my fleet expire in the next 60 days?`
View a vessel's officer matrix Q88/Dry/Milbros	`Show me the officer matrix for {{vessel}}`
Check an officer's experience Q88/Dry/Milbros	`How much tanker experience does the Chief Officer on {{vessel}} have?`
Screen your fleet by crew experience Q88/Dry/Milbros	`Which of my vessels have a Master with less than 2 years in rank?`
Find stale officer matrices Q88/Dry/Milbros	`Which vessels have an officer matrix that hasn't been updated in the last 3 months?`
Last inspection and observation count Q88/Dry/Milbros	`When was {{vessel}} last SIRE inspected, and how many observations were raised?`
Inspection history Q88/Dry/Milbros	`Show me the inspection history for {{vessel}} over the last 2 years`
Open observations Q88/Dry/Milbros	`Are there any open observations for {{vessel}}?`
Spot repeat findings across your fleet Q88/Dry/Milbros	`Which observation topics come up repeatedly across my fleet?`
SIRE 2.0 fleet performance Q88/Dry/Milbros	`How did my fleet perform in SIRE 2.0 inspections this year?`
Recent inspections across your fleet Q88/Dry/Milbros	`Show me recent inspections across my fleet`
Refine across turns Q88/Dry/Milbros	`Which of my vessels are over 100,000 DWT?` → then `Which of those have certificates expiring this quarter?` → then `And when were they last inspected?`

*Note: Q88 access in CoCaptain is read-only and scoped to your account. CoCaptain can't update particulars, certificates, officer matrices, or loadlines, send questionnaires, or import inspection reports. Import inspection reports in the Vetting module instead.

📊 Financials

Use Case	Prompt
Outstanding freight invoices	`Which of my freight invoices are unpaid or outstanding?`
Invoices pending approval	`Show me invoices that are pending approval`
P&L summary on a voyage (needs vessel + voyage number, or the voyage open)	`Summarize the P&L for {{vessel}} voyage {{number}} — revenue, costs, and result vs estimate`
Profit-generating voyages report	`Build a report showing my top 10 profit-making voyages`
How-to: invoice types	`What's the difference between a freight invoice and a demurrage invoice?`
How-to: posting invoices	`How do I post a freight invoice in IMOS?`
Draft a freight invoice (needs freight terms in place; review before submit)	`Draft a freight invoice for {{vessel}} voyage {{number}}`
Chart of accounts detail	`Show me the chart-of-accounts entries for {{vessel}} voyage {{number}}`
TC hire and off-hire	`Summarize the TC hire and off-hire for {{TC contract / vessel}} — hire rate, period, and any off-hire deductions`
Why is a posting stuck?	`Why is the form with GUID {{guid}} stuck in "Pending With Errors" status?`

🔎 Research*

Use Case	Prompt
Search the fleet by spec VesselsValue	`Find Capesize bulkers over 180,000 DWT, built after 2015, flagged in Panama or Liberia, with a scrubber fitted`
Ownership lookup VesselsValue	`Which vessels are beneficially owned by {{company}}?`
Market value range VesselsValue	`Find Suezmax tankers with a market value between $40m and $55m`
Rank / top-N VesselsValue	`What are the 10 largest LNG carriers by capacity currently in the fleet?`
Comparative valuation VesselsValue	`Compare the market value and DCF value of the 5 oldest VLCCs in the fleet`
Sale comps VesselsValue	`Find Capesize bulker sales over $25m in the last 12 months`
Charter benchmarking VesselsValue	`Show me period charter fixtures with {{charterer}} in the last 6 months`
Fleet → Deals follow-up VesselsValue	`Show me VLCCs currently in the fleet` → then `Has any of these been sold in the last year?`
Read a portfolio VesselsValue	`Show me the vessels in the {{portfolio name}} portfolio`
Cross-portfolio comparison VesselsValue	`Compare the average vessel age across my portfolios`
Build a portfolio from a search VesselsValue	`Find all VLCCs built after 2015 flagged Panama` → then `Save these as a new portfolio called {{name}}`

🌐 Market Data

Use Case	Prompt
Screen cargoes by trade area and laycan window Shipfix	`Show me cargoes loading in ECSA spot +15d`
Find a charterer's orders in a date range Shipfix	`{{Charterer}}'s orders early October`
Find cargoes by load region Shipfix	`Cargoes out of Brazil spot +15d`
Find open tonnage in a region Shipfix	`Tonnage open anywhere in the Med`
Find ships opening in a time window Shipfix	`Ships opening next week`
Filter by cargo type and broker count Shipfix	`Only steel cargoes circulated by 3+ brokers`
Find where a vessel is open Shipfix	`Where is {{vessel}} open?`
Look up a vessel's recent open positions Shipfix	`What are the 3 last open positions of MV {{vessel}}?`
Search a charterer's orders by vessel size and load region Shipfix	`{{Charterer}} capes ex Brazil`

*Primarily for Shipfix

🔄 Cross-Functional / General

Here's a list of general prompts that could be useful across functions.

Querying

Find all voyages for vessel X.
Show me open claims.
List port calls in the next 30 days.

How-to (knowledge search)

How do I set up a sharing rule?
What does the fouled consumption mode do?
Walk me through creating a custom list view.

Analysis in context

What's the TCE on this estimate?
Break down the P&L of this voyage.
Summarize this cargo.

Actions

Set the vessel's trade area to…
Log a miscellaneous expense on the voyage you're working in.

Cross-object queries

Show me all cargoes loading in June.
Which vessels are open for a 60k DWT cargo next month?
What did we last estimate on USGC to ARA?

Current Scope

CoCaptain leverages your security permissions when interacting with it. It cannot surface or change any data you cannot access directly.

Outside of the Current Scope

CoCaptain is powerful, but there are boundaries to what it can do today. Knowing where to set expectations and when to use the standard tools instead helps you get the most out of it. Review the points below to understand where CoCaptain performs best and where to rely on the platform's standard tools.

Accessing data outside your environment: CoCaptain has no connection to the internet or to external systems beyond those integrated with the Veson Platform, and it cannot reference data that has not been connected or synced.
Reaching features outside the open record: CoCaptain works within the record you have open and focuses on the data available there. Tools that live in separate panels, such as the Carbon Calculator and Sustainability Panel, can be difficult for CoCaptain to reach, so these are best accessed directly in the platform.
Detailed audit/change-tracking: CoCaptain is best used alongside your system of record rather than in place of it when tracking changes across voyages. For a detailed history of what changed, when, and by whom, refer to the platform's standard audit and change-tracking tools.
Replacing professional judgment: Responses are informational and should be reviewed by a qualified person before being used to make significant business, financial, or operational decisions.
Contacting Veson Support: These requests are handled through the Support channel, which is dedicated to answering knowledge base questions and helping you reach Veson Support. For now, CoCaptain focuses on working with your data, while Support covers help article lookups and support requests. The two experiences are expected to come together in the future.
Not a general chatbot: CoCaptain is purpose-built for maritime data, documentation, and workflows.