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feat(docs): add Sim Search user guides (#9403)
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---
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title: Ask questions
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description: Get answers from your connected apps, check the sources, and ask follow-up questions.
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---
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import { Image } from '@/components/ui/image'
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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.
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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.
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## Ask your first question
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1. Open **Home** in the organization sidebar. From a workspace, open the workspace menu and select **Back to organization** first.
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2. If the conversation mode picker is shown, choose **Search** before sending your first message.
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3. Ask a specific question and press **Enter**.
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For example:
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> What belongs in a product requirements document? Use the Confluence template and cite it. Keep the answer to three short bullets.
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<Image
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src="/static/search/answer-with-citations.webp"
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alt="A Search conversation answering a question about a product requirements template, with inline Confluence citations and a source count below the answer"
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width={1512}
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height={900}
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variant="result"
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background="san-francisco"
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/>
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Include the project, topic, or timeframe that matters. If you know where the answer lives, name the app or document:
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> Find our launch plan in Confluence. Summarize the scope and the launch date, with sources.
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Search mode finds and reads information. Use **Build** in a new conversation when you want Sim to take actions or change resources.
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## Check the sources
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Select an inline citation to open the supporting document. To review the conversation's references together:
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1. Select the book icon and source count beneath the answer.
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2. Select **View all sources** to open the **Sources** panel beside the conversation.
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3. Select a source title to open the original.
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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.
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## Follow up in the same conversation
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You don't need to repeat the original question. Ask for the next useful detail:
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> Turn the template's sections into a short checklist of information I need to gather.
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> What belongs in the out-of-scope section?
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> Which parts are filled in, and which are still placeholders?
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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.
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## Start from a document
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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.
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Your conversations remain private to you. Copying a source link does not give someone else access to the original document.
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## Related docs
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- [Find content](/search/find-content): Search directly, filter results, and reopen recent sources.
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- [Connect your account](/search/connect-your-account): Check source connections and recover access.
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- [Use Sim Search in Slack](/search/slack#use-sim-search-in-slack): Ask questions from Slack when your organization has enabled it.
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---
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title: Find content
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description: Find a document, narrow the results, and open the original.
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---
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import { Image } from '@/components/ui/image'
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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.
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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.
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## Find a document
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1. Open **Search** in the organization sidebar. If you're in a workspace, open the workspace menu and select **Back to organization** first.
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2. Enter a title, project name, or distinctive phrase, such as `product requirements`.
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3. Press **Enter** or select the arrow to search.
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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.
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## Narrow the results
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Use the filters beneath the search field:
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<Image
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src="/static/search/search-filters.webp"
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alt="Search field with Confluence selected as the source and Any time selected as the date filter"
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width={1400}
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height={250}
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variant="detail"
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background="san-francisco"
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/>
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| Filter | Use it to |
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| --- | --- |
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| **All sources** | Choose one app, such as Confluence or Google Drive. |
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| **Any time** | Search without a date restriction. |
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| **Past week** or **Past month** | Focus on recently updated content. |
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| **Custom range** | Choose a start and end date. |
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Filters update the results. Return to **All sources** and **Any time** to broaden the search again.
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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.
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## Use a result
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Open the **…** menu beside a result:
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- **Summarize** starts a Search conversation about that document. Ask a follow-up to explore it further.
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- **Copy link** copies the original source link. Anyone you send it to still needs access in that app.
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For an answer that combines several documents, [ask a question in Search](/search/ask-questions).
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## Return to something you found
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Open **Search** again to see **Recently viewed** sources and **Recent searches**. Select a source to reopen it, or a query to search again.
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This history is private to your account in the current organization. **Clear history** removes both lists.
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## If you can't find it
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- **No results:** try a shorter phrase, remove the date filter, or choose **All sources**. Confirm that your connected account can open the original content.
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- **Some apps couldn't be searched:** the results shown may be incomplete. Retry, or open **Integrations** to check whether an account needs reconnecting.
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- **Search couldn't run:** select **Try again**. If the problem continues, check your connection in **Integrations**.
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- **A source is missing:** ask your organization admin whether it is available to you.
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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).
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## Related docs
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- [Ask questions](/search/ask-questions): Get an answer with sources and follow up in the same conversation.
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- [Connect your account](/search/connect-your-account): Connect or reconnect a source.

‎apps/docs/content/docs/search/index.mdx‎

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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.
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## Use Search
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- [Find content](/search/find-content): Search for a document, narrow the results, and open the original.
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- [Ask questions](/search/ask-questions): Get an answer with sources and explore it in a conversation.
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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.
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## Add your first source
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1. An organization admin opens **Settings → Sources → Add source** and chooses a provider.

‎apps/docs/content/docs/search/meta.json‎

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{
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"title": "Search",
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"pages": [
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"---User guides---",
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"find-content",
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"ask-questions",
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"---Connect sources---",
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"connect-your-account",
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"coda",
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"confluence",
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‎apps/sim/lib/mothership/generated/docs-manifest.ts‎

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'platform/workspaces.mdx',
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'quick-reference.mdx',
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'search.mdx',
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'search/ask-questions.mdx',
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'search/coda.mdx',
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'search/confluence.mdx',
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'search/connect-your-account.mdx',
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'search/find-content.mdx',
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'search/fireflies.mdx',
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'search/generic-secrets.mdx',
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'search/github.mdx',

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