Simply AskingDocs

Advanced Search Techniques

Master voice search, filters, graph-enriched results, and multi-mode research to find exactly what you need every time.

This guide is for everyone who uses the platform. Whether you are searching daily or doing deep research, these techniques will help you find exactly what you need. If you have not yet run your first search, complete the Your First Search and Question guide first.

Master voice search, filters, graph-enriched results, and multi-mode research to find exactly what you need every time. By the end, you will know how to use every search feature the platform offers and how to combine Search with Ask for deep research workflows.

Filters narrow your results so you spend less time scanning and more time reading. Combine multiple filters for precision.

Type filterLimit results by document type (for example PDF, DOCX, URL, or written documents).
Tag filterSearch within specific topic tags that were applied during upload or extracted automatically.
Pro Tip: Combine type and tag filters with sort options for precision. For example, filter by "PDF" and a project tag, then sort by date to find the latest specification.
1

Start with Search

Start with Search to find relevant documents on your topic.

2

Scan Promising Results

Open a few promising results to scan their content and confirm relevance.

3

Switch to Ask

Switch to Ask to synthesize insights across those documents. Ask a specific question to get a grounded answer with citations.

4

Deep-Dive on One Document

From Search results, click Ask on a result to open a conversation focused on that document. For questions that may span many sources, use the Ask tab without that focus so Ask can draw on your full knowledge base. There is no separate mode picker.

5

Save the Best Answers

Save the best answers to your knowledge base for future reference, so the next person who asks the same question finds it immediately.

Pro Tip: When search returns too many results, add a tag filter or switch the sort order. For example, search "budget", filter by a relevant tag, then sort by date to surface the latest materials first.

You now have the full toolkit for finding information in your knowledge base. Next, learn how to access your knowledge graph programmatically through the API to build custom integrations and automated workflows.

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