Use sources before asking agents
Upload documents, crawl docs, or import markdown folders before asking an agent to reason over private material. This gives answers a source boundary and makes follow-up work easier to audit.
Notebook or WebChat
Use notebooks for source-bounded Q&A. Use WebChat when the answer should create a workflow, board task, council session, design, or hierarchy goal.
- Use notebooks for focused document questions.
- Use Data Sources for reusable source libraries.
- Use WebChat when the answer should become action.
Search keywords this page supports
This workflow is useful for searches around AI document Q&A, local RAG apps, private knowledge base AI, and source-grounded AI assistants.
Next step
This doc mirrors the in-app Docs tab. Install Disp8ch, open onboarding, and use WebChat when you want the app to inspect your current setup.