The AI-Powered Library Search is a powerful tool designed to help users quickly find information within the files and folders available to their account. Located in the Library section of Soffront CRM, this intelligent search feature understands natural language queries and scans the contents of documents to deliver precise answers or relevant file lists.
How It Works
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The search operates exclusively on the files and folders that the logged-in user has permission to access, ensuring data security and relevance.
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Users can type questions or keywords naturally into the search bar, similar to a conversation.
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The AI scans the actual content inside documents (PDFs, spreadsheets, Word files, etc.) to locate matches—not just file names or metadata.
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Depending on the query, results may include:
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Direct answers extracted from within files.
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A list of matching documents linked for easy access.
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Both an answer and supporting documents, providing context and quick reference.
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Limitations
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The current AI Search only works on files and does not perform folder-level searches.
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Results are tailored based on user access, so users will only see information they’re authorized to view.