Module 4: Research Workflows — Learn how to query your sources and save notes directly in the notebook.
- How do you perform a targeted query so the AI doesn't mix up facts from all your different documents?
- Select the checkboxes next to specific sources in the sidebar to force the AI to ignore the unselected documents. — Use the sidebar toggles.
- What is the best way to prevent a brilliant answer from getting lost in a long chat history?
- Click the 'Save to Note' pin icon to lock it to your dashboard permanently. — Use the built-in saving feature.
- What does the 'Deep Research' feature do?
- It briefly breaks out of its 'grounded' state to search the live internet, supplementing your documents with current data. — It fetches live data.