diff --git a/apps/docs/content/docs/search/ask-questions.mdx b/apps/docs/content/docs/search/ask-questions.mdx new file mode 100644 index 00000000000..bad4d1bf436 --- /dev/null +++ b/apps/docs/content/docs/search/ask-questions.mdx @@ -0,0 +1,69 @@ +--- +title: Ask questions +description: Get answers from your connected apps, check the sources, and ask follow-up questions. +--- + +import { Image } from '@/components/ui/image' + +Ask Sim a question when you want an explanation, a summary, or an answer drawn from your connected apps. Keep the conversation open as you check the sources and ask follow-ups. + +Your organization must enable Search and make a source available to you. [Connect your account](/search/connect-your-account) if that source requires a personal connection. + +## Ask your first question + +1. Open **Home** in the organization sidebar. From a workspace, open the workspace menu and select **Back to organization** first. +2. If the conversation mode picker is shown, choose **Search** before sending your first message. +3. Ask a specific question and press **Enter**. + +For example: + +> What belongs in a product requirements document? Use the Confluence template and cite it. Keep the answer to three short bullets. + +A Search conversation answering a question about a product requirements template, with inline Confluence citations and a source count below the answer + +Include the project, topic, or timeframe that matters. If you know where the answer lives, name the app or document: + +> Find our launch plan in Confluence. Summarize the scope and the launch date, with sources. + +Search mode finds and reads information. Use **Build** in a new conversation when you want Sim to take actions or change resources. + +## Check the sources + +Select an inline citation to open the supporting document. To review the conversation's references together: + +1. Select the book icon and source count beneath the answer. +2. Select **View all sources** to open the **Sources** panel beside the conversation. +3. Select a source title to open the original. + +Check the source's date and context before relying on a detail. If documents disagree, ask Sim to compare them and identify the difference. If the answer is incomplete, narrow the question or name another source to check. + +## Follow up in the same conversation + +You don't need to repeat the original question. Ask for the next useful detail: + +> Turn the template's sections into a short checklist of information I need to gather. + +> What belongs in the out-of-scope section? + +> Which parts are filled in, and which are still placeholders? + +Review the cited material for each answer. A summary can miss context, and an unavailable source can leave a gap. Sim can only retrieve content allowed by your account and the organization's source settings. + +## Start from a document + +If you already found the right document in **Search**, open its **…** menu and select **Summarize**. Sim starts a conversation focused on that result. Continue with questions about its decisions, dates, or next steps. + +Your conversations remain private to you. Copying a source link does not give someone else access to the original document. + +## Related docs + +- [Find content](/search/find-content): Search directly, filter results, and reopen recent sources. +- [Connect your account](/search/connect-your-account): Check source connections and recover access. +- [Use Sim Search in Slack](/search/slack#use-sim-search-in-slack): Ask questions from Slack when your organization has enabled it. diff --git a/apps/docs/content/docs/search/find-content.mdx b/apps/docs/content/docs/search/find-content.mdx new file mode 100644 index 00000000000..7c30c8f6e46 --- /dev/null +++ b/apps/docs/content/docs/search/find-content.mdx @@ -0,0 +1,71 @@ +--- +title: Find content +description: Find a document, narrow the results, and open the original. +--- + +import { Image } from '@/components/ui/image' + +Use **Search** when you want to find a page, message, or file in your connected apps. Start with a project name or a phrase you remember, then narrow the results. + +Your organization must enable Search and make a source available to you. [Connect your account](/search/connect-your-account) if that source requires a personal connection. + +## Find a document + +1. Open **Search** in the organization sidebar. If you're in a workspace, open the workspace menu and select **Back to organization** first. +2. Enter a title, project name, or distinctive phrase, such as `product requirements`. +3. Press **Enter** or select the arrow to search. + +Read the title and excerpt to find the relevant result. Each result shows its source, with an author and date when available. Select the title to open the original. + +## Narrow the results + +Use the filters beneath the search field: + +Search field with Confluence selected as the source and Any time selected as the date filter + +| Filter | Use it to | +| --- | --- | +| **All sources** | Choose one app, such as Confluence or Google Drive. | +| **Any time** | Search without a date restriction. | +| **Past week** or **Past month** | Focus on recently updated content. | +| **Custom range** | Choose a start and end date. | + +Filters update the results. Return to **All sources** and **Any time** to broaden the search again. + +If a query is too broad, add a detail you know: try `product requirements template` instead of `requirements`. Search coverage and the dates available depend on the source. + +## Use a result + +Open the **…** menu beside a result: + +- **Summarize** starts a Search conversation about that document. Ask a follow-up to explore it further. +- **Copy link** copies the original source link. Anyone you send it to still needs access in that app. + +For an answer that combines several documents, [ask a question in Search](/search/ask-questions). + +## Return to something you found + +Open **Search** again to see **Recently viewed** sources and **Recent searches**. Select a source to reopen it, or a query to search again. + +This history is private to your account in the current organization. **Clear history** removes both lists. + +## If you can't find it + +- **No results:** try a shorter phrase, remove the date filter, or choose **All sources**. Confirm that your connected account can open the original content. +- **Some apps couldn't be searched:** the results shown may be incomplete. Retry, or open **Integrations** to check whether an account needs reconnecting. +- **Search couldn't run:** select **Try again**. If the problem continues, check your connection in **Integrations**. +- **A source is missing:** ask your organization admin whether it is available to you. + +An empty result does not prove a document is absent. Provider search limits and your organization's source settings can affect what you find. See [access and freshness](/search#access-and-freshness). + +## Related docs + +- [Ask questions](/search/ask-questions): Get an answer with sources and follow up in the same conversation. +- [Connect your account](/search/connect-your-account): Connect or reconnect a source. diff --git a/apps/docs/content/docs/search/index.mdx b/apps/docs/content/docs/search/index.mdx index 9fe4d694a37..1ad975b2a1e 100644 --- a/apps/docs/content/docs/search/index.mdx +++ b/apps/docs/content/docs/search/index.mdx @@ -7,6 +7,13 @@ Search queries your connected sources when you ask. Results reflect your account Use **Search** to find documents directly, or ask Sim on **Home** for an answer with sources. [Sim Search in Slack](/search/slack) and [Search MCP](/search/mcp) use the same retrieval and access rules. Search mode can search and read sources; it does not expose arbitrary integration actions. +## Use Search + +- [Find content](/search/find-content): Search for a document, narrow the results, and open the original. +- [Ask questions](/search/ask-questions): Get an answer with sources and explore it in a conversation. + +Already invited to Sim? Start with either guide and [connect your account](/search/connect-your-account) when your source requires it. The setup below is for organization admins adding sources. + ## Add your first source 1. An organization admin opens **Settings → Sources → Add source** and chooses a provider. diff --git a/apps/docs/content/docs/search/meta.json b/apps/docs/content/docs/search/meta.json index 39fbea68eb7..6dfd6f8c451 100644 --- a/apps/docs/content/docs/search/meta.json +++ b/apps/docs/content/docs/search/meta.json @@ -1,6 +1,10 @@ { "title": "Search", "pages": [ + "---User guides---", + "find-content", + "ask-questions", + "---Connect sources---", "connect-your-account", "coda", "confluence", diff --git a/apps/docs/public/static/search/answer-with-citations.webp b/apps/docs/public/static/search/answer-with-citations.webp new file mode 100644 index 00000000000..de435dcb655 Binary files /dev/null and b/apps/docs/public/static/search/answer-with-citations.webp differ diff --git a/apps/docs/public/static/search/search-filters.webp b/apps/docs/public/static/search/search-filters.webp new file mode 100644 index 00000000000..d81a19899e6 Binary files /dev/null and b/apps/docs/public/static/search/search-filters.webp differ diff --git a/apps/sim/lib/mothership/generated/docs-manifest.ts b/apps/sim/lib/mothership/generated/docs-manifest.ts index cab203ffdb4..178477d1942 100644 --- a/apps/sim/lib/mothership/generated/docs-manifest.ts +++ b/apps/sim/lib/mothership/generated/docs-manifest.ts @@ -437,9 +437,11 @@ export const DOCS_MANIFEST: readonly string[] = [ 'platform/workspaces.mdx', 'quick-reference.mdx', 'search.mdx', + 'search/ask-questions.mdx', 'search/coda.mdx', 'search/confluence.mdx', 'search/connect-your-account.mdx', + 'search/find-content.mdx', 'search/fireflies.mdx', 'search/generic-secrets.mdx', 'search/github.mdx',