Find content and get answers from your Shared Space with Search AI

The quick way on the Windows Desktop App

1. Open a Shared Space
2. In the Shared Space setting, enable Allow Search AI
3. Ask questions about the content in the Shared Space

Do this step by step

Enable Search AI for your Shared Space

If your administrator has enabled Search AI for Shared Spaces, you can toggle this feature on or off for individual Shared Spaces to match your buyers' preferences.

1. While viewing a Shared Space, click the three dot menu and select Settings.
2. Toggle on Allow SearchAI.

Tip: You can also configure this option during the initial creation flow of your Shared Space.

Ask questions and get answers

Both you and your buyers can quickly find specific details about the content in the Shared Space by asking questions in the Search AI field.

1. Click the Search AI bar below the Shared Space header.

2. Enter your question and press Enter or click the search icon.

   Note: Search AI currently searches the files and documents within the specific Shared Space. It does not search the wider Showpad content library, comments, participant lists, or Mutual Action Plan (MAP) milestones.

3. To cancel the request, click Stop.
4. Review the AI-generated answer.
5. The files used to generate the answer are listed in the Sources section. Click any of the cited documents to open the source file and view the exact context.
   • To manage a source file, click its three dot menu. From there, you can update its info, get a link, move it to a folder, copy it to other Shared Spaces, download it, or remove it.
6. Related questions are available under Ask a follow-up. Click a suggested question to get more answers from the Shared Space.
7. Files related to your question that you may find helpful are listed under the Recommended files section. Click any to open them and dive deeper into your topic.
8. Let Showpad know how helpful the answer is by clicking either the thumbs-up or thumbs-down icons. Optionally, provide additional feedback in the pop-up, then click Send.
9. To get an updated answer to your question, click Regenerate.
10. If the answer is still not what you’re looking for, it may not be included in Shared Space’s content yet. Click Post a comment to request more information from the Shared Space participants. If comments are not enabled in the Shared Space, you can email the Shared Space owner by clicking their email address at the bottom of the response card.
11. To minimize the Search AI response card, click the up arrow next to the search icon. The answer and links to resources will remain available to expand until you tap the X in the search field, tap Regenerate, ask a new question, or navigate out of the Shared Space.

The quick way on iOS

1. Open a Shared Space
2. Ask questions about the content in the Shared Space

Do this step by step

If your administrator has enabled Search AI and it's turned on for the Shared Space, you and your buyers can ask questions in the Search AI field to quickly find details about the shared content.

1. While viewing a Shared Space, tap the Search AI bar below the Shared Space header.

2. Enter your question, then tap Return or tap the search icon.

   Note: Search AI currently searches the files and documents within the specific Shared Space. It does not search the wider Showpad content library, comments, participant lists, or Mutual Action Plan (MAP) milestones.

3. To cancel the request, tap Stop.
4. Review the AI-generated answer.
5. The files used to generate the answer are listed in the Sources section. Tap any of the cited documents to open the source file and view the exact context.
   • To manage a source file, tap its three dot menu. From there, you can move it to a folder, copy it to other Shared Spaces, or remove it.
6. Related questions are available under Ask a follow-up. Tap a suggested question to get more answers from the Shared Space.
7. Files related to your question that you may find helpful are listed under the Recommended files section. Tap any to open them and dive deeper into your topic.
8. Let Showpad know how helpful the answer is by tapping either the thumbs-up or thumbs-down icons. Optionally, provide additional feedback in the pop-up, then tap Send.
9. To get an updated answer to your question, tap Regenerate.
10. If the answer is still not what you’re looking for, it may not be included in Shared Space’s content yet. Tap Post a comment to request more information from the Shared Space participants. If comments are not enabled in the Shared Space, you can email the Shared Space owner by tapping their email address at the bottom of the response.
11. To minimize the Search AI response card, tap the up arrow next to the search icon. The answer and links to resources will remain available to expand until you tap the X in the search field, tap Regenerate, ask a new question, or navigate out of the Shared Space.