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Chat Agent search modes: Auto, Guidelines, and Web Search

How to choose the right Chat Agent source mode for clinical, guideline, and web questions.

Written by Dr. Harvinder Power

Overview

Chat Agent can search different source types. Choosing the right source mode improves accuracy and reduces irrelevant answers.

Available search modes

  • Auto: Chat decides whether to use guideline sources first and expand to web if needed.

  • Guidelines: Chat uses selected guideline sources only.

  • Web Search: Chat searches the wider web or restricted domains you choose.

When to use Auto

Use Auto when you want Chat Agent to decide the best source type. This is a good default for mixed clinical and operational questions.

When to use Guidelines

Use Guidelines for clinical questions where you want formal guideline sources rather than general web results.

Examples:

  • What do NICE guidelines say about Achilles tendinopathy management?

  • Find formal guideline recommendations for low back pain red flags.

  • Use guideline sources only.

When to use Web Search

Use Web Search for current, general, or operational information that may not live in guideline sources.

If you only want specific domains, use restricted or targeted web domains in the search settings.

Selected guideline sources

In search settings, choose which guideline sources should be searched. If a source is not guideline-capable, Chat may ask you to choose a formal guideline source instead.

If the answer uses the wrong source

Ask again with source instructions. For example: Use guideline sources only, Search only NICE, or Use the uploaded organisation knowledge base, not the wider web.

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