Use enterprise search (original) (raw)
Enterprise search adds a dedicated project for searching across your organization's knowledge sources with optimized instructions and seamless connector integrations.
What is enterprise search?
We’ve added a pre-configured “Ask Your Org” project that appears in your sidebar. This project is designed specifically for unified knowledge access across your company's tools and data sources. This dedicated workspace provides:
Get started
For owners
The enterprise search project is enabled by default for all Team and Enterprise plan organizations within Admin settings, but Owners will need to complete this initial setup process before other members can use it:
If you decide to stop using the project after setting it up, an Owner will need to manually disable this feature organization-wide to remove it from users’ accounts:
For users
The enterprise search project will be starred in your sidebar by default when the feature is enabled for your organization.
First-time setup:
Customize your enterprise search project
Connecting additional tools:
After initial setup, you can enable additional connectors in your search project by clicking “Connect” in the Instructions section and allowing access to the tools and connectors shown in the modal.
To unstar or hide the project:
To adjust connected tools:
How does enterprise search work?
When you ask a question within your organization’s dedicated project, Claude searches across all your connected data sources to generate comprehensive, well-cited responses.
Example queries:
Claude will search your connected tools—such as SharePoint documents, Slack conversations, Gmail threads, and Google Drive files—and synthesize information into a unified response with source citations.
Compare enterprise search to standard projects
Use cases
Enterprise search is particularly valuable for:
Executive briefings:
Project research:
Policy and process questions:
Onboarding:
Performance reviews:
Privacy and permissions
Best practices
Be specific about sources: Instead of "Find information about the product launch,” try "Search Slack and Google Drive for discussions about the Q4 product launch."
Use date ranges: "Summarize emails from last week about the budget review."
Combine multiple sources: "Compile information from SharePoint documents, Slack discussions, and meeting notes about our hiring process."
Break complex queries into steps: For thorough research, ask Claude to search one source at a time, then synthesize findings.
Troubleshooting
The search project isn't appearing in my sidebar
I can't connect a recommended connector
My search results seem incomplete
Connected tools aren't working
Claude is responding slowly in my search project – what should I do?
Possible causes:
Try:
What happens if a connector stops working?
If a connector fails:
Frequently asked questions
Can I add my own custom connectors to the search project?
Yes. You can add connectors available through Settings > Connectors, and you can also add custom connectors if permitted by your organization. The guided onboarding recommends a few connectors, but you're not limited to those.
Can I use enterprise search on mobile or desktop apps?
The search project is fully functional on Claude Desktop, but not available on Claude Mobile (iOS/Android).
Will using the search project count against my usage limits?
Yes. Search queries within the project count toward your plan's standard usage limits, just like other projects and conversations.
How is this feature different from using Research?
Research:
Enterprise search:
What data can Claude access in my search project?
Claude can only access data within the project that:
Does everyone in my organization see the same search results?
No. Search results are permission-aware. You only see data that you have permission to access in each connected system.
Is my search history visible to others?
No. Conversations within your search project are private to you unless you choose to manually share them, just like other conversations with Claude. However, on Enterprise plans, conversations follow your organization's data retention policies.
How long are search results retained?
Search results are retained with their associated chats. You can delete search data by deleting the associated conversation. Enterprise organizations may have custom data retention policies that apply to all conversations, including those within the search project. Check with your organization owner for details.
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