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Documentation Index

Fetch the complete documentation index at: https://docs.dialai.ca/llms.txt

Use this file to discover all available pages before exploring further.

Document Search page in light mode
The Document Search page lets you ask natural-language questions against every document and FAQ indexed in your tenant. Instead of browsing files by name, you describe what you’re looking for and the AI answers with cited sources. This is the same retrieval that powers your AI agents’ answers during conversations — Document Search is just the standalone operator-facing interface to it. Navigate to Docs > Search in the left sidebar.

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Asking questions

Type a question in the Ask me anything… input and press Enter (or click the send button). A few examples that work well:
  • “What’s our refund policy?”
  • “How do I report a power outage in the Springfield service area?”
  • “Summarize the rebate program eligibility rules.”
The AI processes your question, retrieves relevant material from the indexed documents and FAQs, and returns a natural-language answer.

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Understanding responses

Each response includes:
  • The answer — a synthesized natural-language response, formatted with bullets and bold where it improves clarity.
  • Source documents — a list of the documents that contributed to the answer. Click a document name to open it inline and verify the source.
Clicking a source opens a side-by-side viewer with the chat on the left and the document on the right. The viewer supports tab switching across multiple cited documents, page navigation, and zoom.

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Chat history

The Chat History floating button (bottom-right) lists your previous Document Search sessions so you can revisit a prior answer or continue a thread.

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How Document Search relates to flows

Documents you attach to a specific flow under Flow Documentation are read by the AI agent during conversations. Document Search uses the whole tenant’s index — every document, regardless of which flows it’s attached to, plus every FAQ entry. Use Search when you want to look up something across the entire library; attach documents to flows when you want the agent to use them mid-conversation.

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Tips

  • Be specific. “What are the technical specifications for the Series 3 unit?” beats “Tell me about the unit.”
  • One question at a time. Multi-part questions sometimes get partial answers — split them into separate queries.
  • Verify against the source. When accuracy matters, open the cited document and check the original passage.

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Troubleshooting

Search returns no results. Confirm the relevant document is indexed (under Manage Documents) and that indexing has completed. New uploads take a few seconds to a few minutes depending on size. Answers seem incomplete. Look at the cited sources — the agent can only answer from what was retrieved. Add a more specific FAQ or attach an additional document. The cited document isn’t what you expected. The retrieval is similarity-based; sometimes it picks something tangentially related. Re-phrase the query, or check whether multiple documents cover overlapping ground.

Manage documents

Add, sync, and delete documents.

Flow documentation

Attach documents to a specific flow.

FAQ

Manage Q&A pairs.