Smart Search & Selection

Find exactly what you need across your document collections using AI-powered natural language search

What is Smart Search & Selection?

Smart Search & Selection is an intelligent document filtering feature that lets you search across your entire document collection using natural language queries. Instead of browsing files one by one, describe what you're looking for and the AI instantly identifies and selects the matching documents.

Whether you need to find all contracts mentioning a specific clause, locate reports from a certain period, or group documents by topic, Smart Search understands context and meaning — not just keywords.

Once selected, apply any AI agent (Summarizer, Data Extractor, Blueprint) to just the filtered set, enabling powerful targeted workflows.

How It Works

Upload your documents — add any number of files to your workspace.
Search with natural language — type what you're looking for in plain language (e.g. "invoices over $10,000" or "documents mentioning GDPR compliance").
Review AI selections — the AI highlights matching documents with relevance indicators.
Act on results — chat with the filtered set, run an agent, or export your selection.

Key Features

Natural Language Queries

Search your documents using everyday language. No special syntax or keywords required — just describe what you're looking for.

AI-Powered Filtering

The AI reads and understands each document to determine relevance, going far beyond simple keyword matching.

Add or Remove from Selection

Review AI results and choose to add matching documents to your selection or remove them — giving you full control over your working set.

Batch Selection

Select or deselect documents in bulk based on AI recommendations, then apply further actions to your curated set.

Chain with AI Agents

Use Smart Search to select documents, then run Summarizer, Data Extractor, or Blueprint agents on just the filtered results.

Instant Results

Get results in seconds, even across hundreds of documents. No waiting for full re-indexing or batch processing.

Common Uses Cases

Due Diligence

Quickly locate all documents mentioning liability clauses, financial obligations, or regulatory requirements across a large deal room of uploaded files.

Research Literature Review

Search across dozens of academic papers to find those discussing a specific methodology, sample size, or finding — then summarize just the relevant subset.

Compliance Auditing

Filter a collection of policy documents to surface those that reference specific regulations (GDPR, HIPAA, SOX) and run a compliance check agent on the matches.

HR Document Management

Search employee records or candidate resumes by skills, certifications, or experience level to quickly build shortlists for hiring or training programs.

Ready to dive into your documents?

Stop browsing through files manually. Let AI search, filter, and organize your documents so you can focus on what matters.

Try Smart Search & Selection - AI-Powered Document Filtering Now