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Copy file name to clipboardExpand all lines: apps/docs/content/docs/search/ask-questions.mdx
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@@ -11,8 +11,8 @@ Your organization must enable Search and make a source available to you. [Connec
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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 Home shows a conversation-mode menu, choose **Search**before sending your first message. Members without builder access start in Search automatically and can ask immediately.
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1. Open **Search** in the organization sidebar. From a workspace, open the workspace menu and select **Back to organization** first.
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2.Choose **Assistant**at the top of the Search view.
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3. Ask a specific question and press **Enter**.
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For example:
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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. You can also ask it to [draft content from the findings](/search/ask-questions#draft-from-your-sources); the draft stays in the conversation until you choose where to use it.
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Assistant finds and reads information. You can also ask it to [draft content from the findings](/search/ask-questions#draft-from-your-sources); the draft stays in the conversation until you choose where to use it.
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## Check the sources
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Provide a style example or brand guidance when consistency matters. Check names, numbers, dates, links, and commitments against the sources. For an external audience, include only information intended for that audience and keep internal supporting material separate for your review.
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Copy the reviewed draft into the app where you want to use it. Search creates text in your conversation; it doesn't send or publish the draft or change source records.
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Copy the reviewed draft into another app, or ask Assistant to create it using your connected account when that operation is available.
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## Review actions
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When integration actions are enabled, Assistant can answer questions and take supported actions in the same conversation. For example, ask it to draft an email in Gmail or create a Jira issue using your own connected account.
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Reads run without a prompt by default. Writes wait for review by default. Open **Review** to see the app, account, destination, and proposed content. Edit the supported fields, then select **Allow** or **Cancel** for each action. For several proposals, **Allow N shown** approves the actions currently displayed in the review.
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<Image
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src="/static/search/assistant-action-review.png"
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alt="Assistant action review showing the connected Jira account, exact site and project, editable issue summary and description, and Allow or Cancel controls"
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width={1440}
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height={1000}
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variant="result"
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/>
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Each decision applies to that proposal. Changing its account or destination requires a new proposal. An action can still fail if your account is disconnected or an administrator changes access before execution. If the provider outcome is unknown, check the original app before asking Assistant to repeat a write.
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Configure persistent **Allow**, **Ask**, or **Block** preferences under **Integrations → Tool permissions** for your account. See [tool permissions](/search/connect-your-account#tool-permissions).
Copy file name to clipboardExpand all lines: apps/docs/content/docs/search/connect-your-account.mdx
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1. Join the Sim organization through its invitation or SSO. Use the verified email required by the provider connection.
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2. Open **Integrations**, find the provider, and select **Connect**.
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3. Complete authorization in the new tab. If the popup is blocked, allow it and select **Connect** again.
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4. Return to **Search** or **Home** and search for content your account can open. Read a result and follow its source link.
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4. Return to **Search** or **Search → Assistant** and search for content your account can open. Read a result and follow its source link.
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<Image
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src="/static/search/connect-confluence.webp"
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Gmail, Calendar, and Drive have separate grants. Connecting one does not authorize the others. Except for GitLab's permission model, a service account restricts resources rather than replacing your personal connection.
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## Tool permissions
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When Assistant integration actions are enabled, open **Integrations** and select **Tool permissions** beside your connected account. Set a preference for each operation or use the **Read-only tools** and **Write tools** group controls:
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| Preference | Behavior |
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| --- | --- |
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|**Allow**| Runs without a review prompt, within your account and organization permissions. |
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|**Ask**| Waits for you to review the exact proposal. |
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|**Block**| Cannot run through Assistant. |
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Read-only operations default to Allow; write operations default to Ask. An organization can require review even when you select Allow. A group-level Allow covers the currently listed operation versions; newly added or changed operations still ask. **Reset** restores the group's current default for that operation.
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These preferences belong to your account. They cannot grant access to another person's credentials or bypass an administrator's source restrictions. If a related app uses a restricted Search source, direct operations remain unavailable; Assistant can search and read within the configured scope.
alt="Connected account settings with Read-only tools and Write tools groups and per-tool Allow, Ask, and Block preferences"
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width={1440}
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height={1000}
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variant="result"
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/>
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Apps used only for actions appear under **Assistant apps**. An admin makes the app available in organization source settings, then each member connects their own account in Integrations.
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## Reconnect or disconnect
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Use **Reconnect** when a grant expires, is revoked, or needs more scopes. A temporary provider outage does not necessarily require reconnecting.
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-[Search access and freshness](/search#access-and-freshness)
Creating Jira sprints requires the Jira sprint permission. If your account was connected before sprint actions were added, reconnect it to grant that permission. Existing Jira operations continue to use their existing permissions.
Copy file name to clipboardExpand all lines: apps/docs/content/docs/search/index.mdx
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| You want to… | Start here |
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| --- | --- |
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| Find and browse documents |[Find content](/search/find-content): open **Search** in the organization sidebar. |
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| Get an explanation or compare sources |[Ask questions](/search/ask-questions): open **Home**; choose **Search** if the conversation-mode menu is shown. |
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| Get an explanation or compare sources |[Ask questions](/search/ask-questions): open **Search → Assistant**. |
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| Understand a particular result | Open the result's **… → Summarize** menu, then ask follow-up questions. |
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| Create a draft from your findings |[Draft from your sources](/search/ask-questions#draft-from-your-sources): ask for an update, email, FAQ, or presentation outline in the conversation. |
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| Prepare for a meeting |[Combine Calendar and project sources](/search/ask-questions#prepare-for-a-meeting) into a brief with decisions and reading material. |
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Members without builder access start in Search automatically on**Home**and can ask immediately without a mode menu.
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**Search** contains two views: **Search** for browsing results and**Assistant**for questions, summaries, and supported actions.
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For example, ask “Why did the Atlas launch date change? Use the project documents in Confluence and Google Drive, and cite the sources.” Open the citations to check the evidence, then continue with “What does each owner need to do before launch?”
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Search mode retrieves and reads information and drafts text in your conversation. It does not send the draft or change source records. You choose where to use the reviewed result.
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Assistant retrieves information and drafts text in your conversation. When integration actions are enabled, it can also use your connected accounts. Reads run silently and writes ask for review by default; [review actions and configure tool permissions](/search/ask-questions#review-actions).
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Start with [Get started](/search/quickstart), then explore [Ask questions](/search/ask-questions) for more examples. [Connect your account](/search/connect-your-account) if your source requires a personal connection. The source setup below is for organization admins.
Copy file name to clipboardExpand all lines: apps/docs/content/docs/search/quickstart.mdx
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## 3. Summarize what you found
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Open a result's **…** menu and choose **Summarize**. Sim opens a conversation on Home and uses that document as the starting point.
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Open a result's **…** menu and choose **Summarize**. Sim opens a conversation in Search → Assistant and uses that document as the starting point.
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Read the summary and follow its citations to check the source. Then ask:
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> Turn the onboarding steps in this document into a checklist. Keep the source references.
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## 4. Ask a broader question
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For a question across documents, open **Home**. If a conversation-mode menu is shown, select **Search** before sending your first message. Members without builder access start in Search automatically and can ask immediately:
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For a question across documents, open **Search → Assistant**and ask:
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> What does a new account owner need to know about customer onboarding? Find the relevant guides, summarize the key steps, and cite the sources.
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