Hub Search

How to Use Hub Search

You can ask questions about your data room, and Hubs will provide context-aware answers using the Hub’s description and indexed content.

With Agents

Why:

Agents (like Due Diligence or CIM Triage) need to access all relevant information about a company, project, or transaction to provide accurate, context-rich results.

By leveraging Hub Search, Agents can pull in historical data, prior interactions, and supporting documents, ensuring their outputs are comprehensive and informed.

How:

1. Create properties that specifically reference a static Hub as input (when every entity will use the same Hub).

   

2. OR create a Hub property to dynamically change the selected Hub per entity, then reference the Hub property in downstream properties.

   

3. When the agent runs, it automatically queries the Hub for all indexed content, using the Hub’s description as context.

4. The agent synthesizes information from across the Hub to answer questions, complete workflows, or generate reports.

5. This process is dynamic: the agent can select the appropriate Hub based on your input or workflow logic, ensuring the right context is always used.

With Chats

Why:

Sometimes you want to ask ad-hoc questions or make requests directly, without configuring a specific Agent.

Through Chats:

1. Open a Chat and (optionally) select the relevant Hub.

   

2. Type your question or request.

3. Concierge will select and search the Hub and provide a context-aware answer, using the Hub’s description and indexed content.

Through Hubs:

1. Open your Hub.

2. Type your question or request.

   

3. Concierge will select and search the Hub and provide a context-aware answer, using the Hub’s description and indexed content.