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Ask a question

  1. Go to Agent Workspace in the sidebar.
  2. Type your question or goal in the box — plain language is fine.
  3. Select Run agent.

The assistant retrieves the most relevant approved documents you’re allowed to see, checks that the answer is supported by them, and replies with citations.

You’ll get the best results when you:

  • Be specific. “How many days of paid annual leave do full-time employees get?” beats “leave policy”.
  • Ask one thing at a time. Split multi-part questions into separate asks.
  • Use your organisation’s words. If your policies say “annual leave”, ask about “annual leave” rather than “vacation”.
  • A concise answer in plain prose.
  • Citations — small numbered markers like [1] in the answer, each linked to the source it came from.
  • A sources panel listing those documents.

Learn how to read all of that in Reading the answer.