Documentation
Research Controls
Your documents come first
The research agent always works from your project's own documents first. It researches the web and draws on external knowledge bases only where appropriate (to fill a gap, add context, or corroborate a finding), and your source documents remain the authority. These controls bound what it can reach when it does.
Where to set them
Both live in Settings → Organization and are editable by owners and admins. Changes apply across the whole organization.
Web Search Settings
Controls which websites the research agent may use. Pick a Filter Mode:
- Exclude domains: block the domains you list, allow everything else.
- Restrict to domains: allow only the domains you list, block everything else.
- Choose the mode that matches your policy.
- Type a domain into Domains and click Add; it appears as a tag (remove one with its X).
- Click Save Search Settings.
Which mode to use
Use Exclude to keep the open web but bar a few sources (e.g. competitors or low-quality sites). Use Restrict when research must stay within an approved allow-list of trusted domains.
Knowledge Bases
Controls which external knowledge bases the research agent may draw on. Each one has its own toggle, and the header switch (All enabled / {n}/{total} enabled) turns them all on or off at once. Toggles take effect immediately; there's no separate save.
See Knowledge bases for what each one covers and how to request additional sources.