How search works

In EchoMode, your dataroom documents are your knowledge base — there's no separate screen to manage. When you want the assistant to answer from your documents, you bring them into the chat.

Add documents to a chat

Open the composer's + menu and choose Dataroom. From there you pick what the assistant can draw on, in one of two modes:

• Whole (the default) — the entire dataroom is available. Uncheck anything you want to leave out.
• Custom — hand-pick the specific folders and files you want. They appear as chips on the composer.

When documents are attached, a reranking switch appears with three settings — Off, Standard, and Advanced — controlling how hard EchoMode works to put the most relevant passages first.

The Dataroom picker: choose Whole or Custom, and set how results are ranked.

How answers are built

When you send a message with documents attached, EchoMode finds the passages most relevant to your question — by matching words, by meaning, or both — and the assistant writes its answer from them. It adds numbered citations like [1] and [2]; select one to jump to the source document with the passage highlighted.

Retrieved passages take a share of the model's context window, not all of it — the rest is needed for your message, the agent's instructions and the reply. When the best matches add up to more than that share, the lowest-ranked ones are left out whole rather than cut in half, so citations keep pointing at text the assistant actually read. If a message is refused for being too large, EchoMode suggests removing an attached file or narrowing the Dataroom selection.

INFO

Citations are always clickable, so you can verify exactly where an answer came from. See Viewing a document.

To tune how an individual document is searched, see Configuring a document.