Search Copilot is Read's AI-powered search and discovery engine that enables you to seamlessly search your entire knowledge base, which includes your meeting reports as well as your connected apps & integrations. It allows you to get answers to your most pressing questions quickly and easily, and is available for free to all Read users. 

Search Copilot works with all of your meeting reports, as well as your:

• Email (Gmail & Outlook)
• Chat (Slack & Microsoft Teams)
• Cloud storage (Google Drive & Microsoft OneDrive)*
• CRM (HubSpot, Salesforce coming soon)*

*Premium integrations are only supported on one of Read's paid plans.

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

How to use Search Copilot

Using Search Copilot is easy, just type your question or prompt into the search bar and hit enter/return. You can find the search bar on the Search page, along the top of most pages on Read's web app, or in most of our apps and extensions:

You can ask a question using natural language, like "What issues came up in my meeting yesterday?" or even a more involved prompt like "Write a status update for my manager on the things I worked on last week." There's no limit to the number of searches or prompts you can submit.

If you want to narrow your query to ensure Search Copilot is pulling from only the most relevant sources, you can use the filters above the search bar. There are options to filter by date, by source (both at the category level and for specific records), and whether the content was created by you or by others.

Sharing search results

If you get an answer from Search Copilot that you want to share with others, you can either click on the copy button to copy the response to your clipboard, or you can click the share button to get a link that you can share with others:

No login to Read is required to view your share links, they are accessible to anyone with the URL. You can also click on Shared Searches in the top right to view all of your shared searches, and delete links if necessary.

How it works

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.

Search Copilot will only search the content that is available in your account, it does not have access to e.g. other content from people in your workspace unless they have shared it with you. Your search results will get more comprehensive the more integrations that you connect - look for the "Search Copilot" label to see whether an integration is supported for this feature.

Also note that all for integrations which support both pushing and pulling content from and into Read, you have the option to disable the pulling of data into Read while still using the feature to push meeting notes from Read. For example this is the relevant setting in the HubSpot integration:

Search Copilot also works with all of the different languages that Read supports. Search Copilot will naturally return answers in the language you query it with, or you can even ask it to return answers in a completely different language.