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Searching the Knowledge Base

Find documents and information across your organization's Knowledge Base using natural language.

The easiest way to search is to ask the AI:

"What does our vacation policy say?" "Find documents about data protection" "What's the process for requesting new equipment?"

The AI searches the Knowledge Base, finds relevant documents, and gives you a direct answer with source citations showing which documents it used.

tip

This is the most powerful search method. The AI understands meaning, not just keywords. So "how many days off do I get?" finds the vacation policy even though you didn't use the word "vacation."

Search on the Knowledge Base Page​

Admins and managers can also search directly on the Knowledge Base page:

  1. Go to Knowledge Base in the sidebar
  2. Use the search bar at the top
  3. Type keywords to filter documents by name
  4. Click a document to view its details

How Search Works​

When you search (either through chat or the Knowledge Base page):

  • Only documents you have permission to see are included in results
  • The AI understands meaning and context, not just exact word matches
  • Source citations tell you exactly which document and section the answer came from
  • Multiple documents can contribute to a single answer

Search Tips​

TipExample
Ask questions naturally"How do I submit an expense report?"
Be specific"What's the travel expense limit for domestic trips?"
Reference document types"Find the IT security guidelines"
Ask for comparisons"What's the difference between sick leave and personal leave?"
Cross-reference"Find all documents that mention GDPR compliance"

When Search Doesn't Find What You Need​

If the AI can't find the information:

  1. The document might not exist — ask your admin to upload it
  2. You might not have access — the document may be at a higher access level
  3. Try different wording — rephrase your question with different keywords
  4. Ask more specifically — narrow down what exactly you're looking for