Enterprise search
This article will guide you on how to use Enterprise Search, a tool that consolidates your work from various apps and files, making it easier to find what you need.
1. Connect tools
You can start by navigating to the Knowledge Base and connecting all your tools.
Connect tools such as Slack, Google Drive, Xira, Zendesk, and Salesforce. More tools will be added in the future.
2. Add knowledge
Enable the Knowledge Base and drag and drop files.
Add URLs by entering your URL. Click on the Fetch link to add your URL.
3. Add sitemaps
Add sitemaps by entering the sitemap. Include any specific paths and exclude any specific paths, then click 'Crawl Sitemap'.
Once done, click on retrain to ready your Enterprise Search.
4. Start search
Navigate back to search. Here, you'll find suggested files and trending files.
Type your search queries.
If you're looking for a specific file, type the name. Hit enter. The AI will scan across all connected tools and files, providing relevant results in seconds.
Filter results if needed. For example, to see results from Google Drive only, check this option.
Clear the filters if you want to see all results again.
5. Open files
Open files by clicking on the file name.
Go back to search for additional options.
Click on the three dots for more options.
From here, you're able to open the document in a new tab or copy the URL.
And that's how you use Enterprise Search!
