Search and chat with your knowledge
Ask questions and get answers grounded in your own documents, with source citations and tag, document, type, or date scoping.
Chat is the heart of your knowledge base, a conversation with everything you've captured. Open Chat from the Think section of the sidebar.
Ask a question
Start a new chat and type your question. Your knowledge base searches your documents, notes, and transcripts for the most relevant passages, then answers using what it finds. Responses stream in as they're generated, and you can ask follow-up questions in the same conversation, earlier messages stay in context.
Questions like these work well:
- "What did we decide about the budget in last month's meeting?"
- "Summarize the key points from the project proposal."
- "What are the recurring themes across all my notes?"
See the sources
Answers point back to the documents they came from, so you can check the original and trust what you're reading instead of taking it at face value.
Scope the search
When you only want answers from part of your knowledge base, narrow the search with the filter row above the message box:
- By tag, limit chat to documents with specific tags, so unrelated material is left out.
- Filter by doc, pick one or more named documents and answer from those alone.
- By type, choose PDF, Spreadsheet, CSV, Text, Image, Audio, Notes, or YouTube.
- By date, choose the last 7, 30, or 90 days when recency matters.
The tag filter and the document filter are mutually exclusive. Choosing named documents clears your tag selection, and choosing tags clears the documents.
Manage conversations
Past conversations are listed so you can return to them anytime. You can search the list, rename a conversation, archive it to get it out of the way, or delete it outright.
You can also fork an answer. That starts a fresh conversation from that point, so you can chase a tangent without losing the thread you were on. Start a new chat when you switch topics to keep the context clean.