You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
{{ message }}
Repository navigation
Commit 929021d
Browse filesBrowse the repository at this point in the historyBrowse files
Copy file name to clipboardExpand all lines: apps/docs/content/docs/chat/index.mdx
+5-4Lines changed: 5 additions & 4 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -30,9 +30,10 @@ Ask Sim to build workflows, research a topic, create files, query tables, or act
30
30
31
31
## Start a chat [#how-it-works]
32
32
33
-
1. Select **New chat** in the sidebar.
34
-
2. Choose **Build** for the workspace actions described in this section. Where available, **Search** answers questions from connected sources.
35
-
3. Describe the task, its inputs, and the result you want.
33
+
1. Select **New chat** in a workspace, or **Home** in the organization sidebar.
34
+
2. Describe the task, its inputs, and the result you want.
35
+
36
+
For questions about connected sources, open **Search → Assistant** in the organization view. Use the **Search** tab to browse results. See [Sim Search](/search).
36
37
37
38
**Plan** helps research needs and develop a solution before implementation. It appears only for eligible platform administrators with **Super admin mode** enabled on a deployment that enables this capability. An organization Admin role alone does not enable it.
38
39
@@ -43,7 +44,7 @@ For example:
43
44
- "Create a workflow that takes a contract PDF, extracts key terms, and emails a summary to legal."
44
45
- "Add a daily schedule to the prospect workflow and deploy it. At 8am America/New_York, find new high-fit prospects and post them to #outbound in Slack."
45
46
46
-
Chat can work across accessible resources. When you open Sim inside a workflow, that conversation is scoped to the workflow. In the organization view, **Build** requires permission to create organization workspaces; each action in an existing workspace still checks its access and enabled capabilities. Available actions depend on your role, connected accounts, workspace settings, and organization policy. Planning a solution does not by itself authorize deploying it or sending messages.
47
+
Chat can work across accessible resources. When you open Sim inside a workflow, that conversation is scoped to the workflow. In the organization view, **Home** requires permission to create organization workspaces; each action in an existing workspace still checks its access and enabled capabilities. Available actions depend on your role, connected accounts, workspace settings, and organization policy. Planning a solution does not by itself authorize deploying it or sending messages.
Copy file name to clipboardExpand all lines: apps/docs/content/docs/platform/self-hosting/environment-variables.mdx
+1Lines changed: 1 addition & 0 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -188,6 +188,7 @@ Plain JavaScript without imports runs in isolated-vm within Node child workers i
188
188
| Variable | Description |
189
189
|----------|-------------|
190
190
|`COPILOT_API_KEY`| API key for the default Sim service. Required for Chat, the Sim Chat workflow block, and Inbox operations that use that service |
191
+
|`MSHIP_SEARCH_INTEGRATION_TOOLS`| Opt in to personal-account reads and reviewed actions in Search Assistant. Off by default. Applies when AppConfig is disabled or no feature-flags document is available; an available AppConfig document takes precedence. Requires organization account setup and configured provider credentials. Tool permissions and source restrictions still apply. See [Connect your account](/search/connect-your-account)|
191
192
|`NEXT_PUBLIC_CHAT_DISABLED`| Set to `true` to hide the Chat module: the workspace lands on your first workflow, with no chats list or editor Chat panel. Chat is shown when unset; `bunx sim-setup` sets it for you if you skip the chat key |
192
193
|`PII_URL`| Base URL of the Presidio service backing PII detection and redaction. The Helm chart wires it to its own `pii` Service when `pii.enabled`; on Compose point it at the PII service on your network. Local development and the Helm fallback use `http://localhost:5001`; that address works only when the service is reachable there. Point production at a running service to use redaction |
193
194
|`ADMIN_API_KEY`| Admin API key for GitOps operations and organization provisioning |
Copy file name to clipboardExpand all lines: apps/docs/content/docs/search/ask-questions.mdx
+22-4Lines changed: 22 additions & 4 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -11,8 +11,8 @@ Your organization must enable Search and make a source available to you. [Connec
11
11
12
12
## Ask your first question
13
13
14
-
1. Open **Home** in the organization sidebar. From a workspace, open the workspace menu and select **Back to organization** first.
15
-
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.
14
+
1. Open **Search** in the organization sidebar. From a workspace, open the workspace menu and select **Back to organization** first.
15
+
2.Choose **Assistant**at the top of the Search view.
16
16
3. Ask a specific question and press **Enter**.
17
17
18
18
For example:
@@ -32,7 +32,7 @@ Include the project, topic, or timeframe that matters. If you know where the ans
32
32
33
33
> Find our launch plan in Confluence. Summarize the scope and the launch date, with sources.
34
34
35
-
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.
35
+
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.
36
36
37
37
## Check the sources
38
38
@@ -121,7 +121,25 @@ Continue with specific revisions:
121
121
122
122
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.
123
123
124
-
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.
124
+
Copy the reviewed draft into another app, or ask Assistant to create it using your connected account when that operation is available.
125
+
126
+
## Review actions
127
+
128
+
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.
129
+
130
+
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.
131
+
132
+
<Image
133
+
src="/static/search/assistant-action-review.png"
134
+
alt="Assistant action review showing the connected Jira account, exact site and project, editable issue summary and description, and Allow or Cancel controls"
135
+
width={1440}
136
+
height={1000}
137
+
variant="result"
138
+
/>
139
+
140
+
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.
141
+
142
+
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
+28-2Lines changed: 28 additions & 2 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -12,7 +12,7 @@ After your admin adds a source in **Settings → Sources**, connect your own acc
12
12
1. Join the Sim organization through its invitation or SSO. Use the verified email required by the provider connection.
13
13
2. Open **Integrations**, find the provider, and select **Connect**.
14
14
3. Complete authorization in the new tab. If the popup is blocked, allow it and select **Connect** again.
15
-
4. Return to **Search** or **Home** and search for content your account can open. Read a result and follow its source link.
15
+
4. Return to **Search** or **Search → Assistant** and search for content your account can open. Read a result and follow its source link.
16
16
17
17
<Image
18
18
src="/static/search/connect-confluence.webp"
@@ -39,10 +39,36 @@ You do not choose repositories, channels, labels, or an indexing method during p
39
39
| Confluence service account | Connect Confluence. Both your account and the service connection must read the selected content. |
40
40
| Coda | Connect personal Coda MCP. Service mode also verifies the parent document with its REST token. |
41
41
| GitLab | No personal connection. Your verified Sim email must match current GitLab identity and permissions, or the admin's CSV mapping and project grant. |
42
-
|[Generic Secrets, Member mode](/search/generic-secrets)| Select **Manage secrets** in Integrations and save your own values for Build and Plan. |
42
+
|[Generic Secrets, Member mode](/search/generic-secrets)| Select **Manage secrets** in Integrations and save your own values for organization Home conversations. |
43
43
44
44
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.
45
45
46
+
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.
47
+
48
+
## Tool permissions
49
+
50
+
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:
51
+
52
+
| Preference | Behavior |
53
+
| --- | --- |
54
+
|**Allow**| Runs without a review prompt, within your account and organization permissions. |
55
+
|**Ask**| Waits for you to review the exact proposal. |
56
+
|**Block**| Cannot run through Assistant. |
57
+
58
+
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.
59
+
60
+
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"
65
+
width={1440}
66
+
height={1000}
67
+
variant="result"
68
+
/>
69
+
70
+
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.
71
+
46
72
## Reconnect or disconnect
47
73
48
74
Use **Reconnect** when a grant expires, is revoked, or needs more scopes. A temporary provider outage does not necessarily require reconnecting.
0 commit comments