Search Your Workspace Documents with AI Chat

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AI Assistants

AI Chat can search documents already saved across your Cluing workspace. Ask a question and Cluing will find relevant information in your documents and use it to answer - with links to the source material when available.

Before you search

A document must finish processing before AI Chat can search its contents. If processing is still underway or has failed, the document will not appear in the answer.

Caution

📌 AI Chat only searches content you have permission to access

Search your workspace documents

1. Open AI Chat from the sidebar

2. Choose the AI model or agent you want to use

3. Ask a question about information contained in your documents

4. AI Chat searches through documents you can access and returns an answer based on the most relevant content

5. Open the cited sources to verify the answer or continue reading in Reader

Search within a specific Topic

To limit the search to a Topic:

1. Type @ in the AI Chat prompt

2. Select the Topic you want to use

3. Enter your question and send it

For example:

• Compare the recommendations in @Marketing Research and identify the most common themes.

Caution

📌 Mentioning a Topic helps AI Chat focus on the content most relevant to your prompt