Search Copilot FAQs: Get Answers to Your Questions

Frequently Asked Questions

What is Search Copilot?

Search Copilot is an AI-powered search and discovery engine that enables you to seamlessly search your entire knowledge base, which includes meeting transcripts as well as third-party integrations like email, chat, and document applications. It allows you to get answers to your most pressing questions quickly and easily, so you can make more progress every day.

By leveraging our proprietary models, Free Agent capabilities, and Retrieval-Augmented Generation (RAG) technology, we bring relevant data from various sources into a unified search experience and then use advanced large language models to generate accurate, context-aware responses with citations. Copilot Search is the easiest and most affordable option on the market today and uniquely gives every individual the control to decide what is searchable and what remains private.

For more on why we launched Search Copilot and the core principles we applied in development, read here.

What third-party integrations does Search Copilot support?

Search Copilot integrates with a wide range of popular enterprise tools and applications, including:

Meetings (e.g. Zoom, Google Meet, Microsoft Teams)
Email platforms (e.g. Gmail, Outlook)
Chat apps (e.g. Slack, Microsoft Teams)
Knowledge management platforms (e.g. Notion, Confluence)
Cloud storage services (e.g. Google Drive, Microsoft OneDrive)
CRM (e.g. Salesforce, HubSpot)

If your tool isn’t listed, please contact us here—we're constantly adding new integrations!

How secure is my data with Search Copilot?

Read was founded with a deep commitment to security and privacy and we adhere to industry-leading security practices, including being SOC 2 Type 2 certified. Search Copilot uses encryption at rest and in transit to ensure the confidentiality of your data. The system also respects your existing access controls; only data that is accessible to you via the apps you connect will be searchable, and nothing is shared automatically with others.

How does Search Copilot work?

The Read AI Free Agent, our agentic AI capable of search, content generation, and recommendations, powers search Copilot. It works by connecting to the data sources you already use, indexing the relevant information, and using Retrieval-Augmented Generation (RAG) to find and rank the most relevant data for your query. We then process this information through a large language model to generate a response that is tailored to your needs. This ensures that you're getting accurate, contextually rich answers from across your organization’s tools, all in one place. No other agentic AI has native, independent, and free access to all of these closed systems, and we uniquely allow every consumer to decide what content Search Copilot can access. (You can read more about Search Copilot controls here.)

What is Retrieval-Augmented Generation (RAG)?

RAG is a cutting-edge approach that combines traditional retrieval-based search with generative AI. It allows our Free Agent to retrieve the most relevant documents and data from your sources and then use a large language model to generate insightful, context-aware responses. This process makes the search more intelligent and efficient, providing answers rather than just raw documents.

Can I customize which data sources Search Copilot can access?

Yes! Each user has full control over which data sources Search Copilot connects to via their Apps & Integrations page. Admins can also prohibit specific applications for their workspace from the Workspace Settings page, based on your team’s needs and security policies. Read more about Search Copilot controls here.

Can Search Copilot be used with multiple teams or departments?

Yes! Search Copilot is built to scale across multiple teams, departments, and even organizations. Each user has their own version of search, based on the integrations they connect and the meeting reports accessible from their account. Organizations can set their own policies around data retention, sharing, and prohibited data sources, with additional controls available at the team level. For teams interested in developing an AI Search Policy, read our guidance here.

How do I get started with Search Copilot?

Getting started is easy and free! Simply sign up for a Read account if you don’t already have one, connect your integrations, and you’ll be ready to start searching across your tools. Unlimited searches are included in both our free and paid plans. The Read AI intuitive onboarding process guides you through setup, and our customer support team is always available if you need assistance.

Can I try Search Copilot before purchasing a paid plan?

Search Copilot is currently available to all Read users, even those on the free plan. Free users won’t be able to connect any of Read’s premium integrations but can access Search Copilot for all of their meetings, emails, chat messages, and cloud storage integrations. We also offer all new users a 7-day free trial of the Enterprise plan, so you can experience the full power of Search Copilot with all premium integrations before committing to a paid plan, which costs less than $1/day.

Is Search Copilot suitable for small businesses or just large enterprises?

Search Copilot is designed both for personal use and to scale across organizations of all sizes. Whether you’re a small startup looking for smarter search capabilities or an enterprise with complex data sources, Search Copilot can help streamline your search experience. We offer flexible pricing plans to meet the needs of businesses at any stage, guidance on developing an AI Search Policy, and what to know about permissioning and data governance.

Can Search Copilot search external data sources outside of my organization?

Currently, Search Copilot focuses on internal data sources, such as meeting transcripts, email, chat, documents, and CRMs. However, we are exploring the possibility of integrating with external data sources like public databases, knowledge bases, and more in the future. Stay tuned for updates!

How does Search Copilot improve search accuracy over traditional search engines?

Search Copilot differs from traditional search engines in a couple of ways. Firstly, Search Copilot syncs with your connected apps and services, making it fully personal to you. Our Free Agent technology can retrieve, examine, and unify terabytes of data from across all of your platforms, ensuring that your answers are the most comprehensive and up-to-date, and delivered to you in a conversational style.

Additionally, traditional search engines typically rely on keyword matching and ranking algorithms that can miss important context. Search Copilot goes beyond that by using advanced AI models, including RAG, to understand the context of your query and retrieve the most relevant information, even if it doesn't match the exact search terms. This results in more accurate, contextual responses.

Can I search across multiple data sources at once?

Yes! One of the key features of Search Copilot is the ability to search across multiple sources simultaneously, and that includes platforms that are historically closed systems, such as email or Google Docs. Instead of having to search each tool or platform individually, you can perform one query and get results from all connected data sources in a unified, streamlined interface. This is only achievable with an independent agentic tool like Read AI’s Free Agent.

How can I get the best output from Search Copilot?

Prompting, or asking a specific query to guide an AI model, is a skill, and precision is often the best way to get what you need. We offer many different types of filters and support, as well as guidance for writing an effective prompt. You can read more about this topic here.

How does Search Copilot handle updates to data?

Search Copilot continuously syncs integrated data sources, so as soon as you make an update or new data is added to your platforms, it is indexed and incorporated into your subsequent searches.

How does Search Copilot handle different languages?

Search Copilot supports multiple languages, so you can search across documents, emails, and other content in different languages. Our models are designed to understand the nuances of different languages, ensuring accurate results even if your team works in a multilingual environment.

What is the pricing model for Search Copilot?

Search Copilot is included in all Read plans, even the free tier. You can upgrade to a paid subscription if you want access to additional Read features like unlimited meetings and transcriptions, audio/video playback, and premium integrations—all of which make Search Copilot even more comprehensive and powerful. We offer a flexible pricing model based on the size and needs of your organization - see our pricing page for details.

Does Search Copilot answer questions about Read AI?

Search Copilot is designed to help you explore the content of your meeting reports and your entire connected knowledge graph, seamlessly integrating with platforms like Google Drive, Microsoft OneDrive, Slack, Notion, and more. However, for specific questions about Read AI itself, we recommend visiting support.read.ai for the most accurate and up-to-date information.

Can I search specific types of meetings?

Yes! Search Copilot offers filtering options above the search bar, allowing you to refine results by specific time frames (e.g., the last 30 days). To search within your own meetings exclusively, navigate to your Reports tab and switch to Classic Search for a more focused search experience.

Will Search Copilot provide insight into meeting engagement?

Absolutely. A major advantage of Read AI is its multi-modal approach, analyzing both implicit and explicit signals to generate high-quality meeting insights. We are continuously enhancing Search Copilot by integrating these engagement insights, ensuring that every response is enriched with the most relevant and valuable information.

Can I search the internet with Search Copilot?

Search Copilot is a tool that provides instant answers about your own knowledge base and the content of your meetings, emails, messages, workflow and other siloed tools that are available to you and your teammates. It currently does not search the open web.

How do I contact Read for support or more information?

For additional information, you can contact our Support Team through this form or by clicking the “Support” button at the bottom right of this page. We’re happy to answer any questions and help you understand how Search Copilot can enhance your organization’s search capabilities. We also provide in-depth documentation and onboarding resources on our Support Center.

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