Overview
Use scoped search, citations, and AI summaries (plan-gated) for quick catch-up.
Prerequisites
None.
Permissions required
Steps (3)
-
1
Run a scoped search
Press **⌘/Ctrl+K** → type your query → filter to Channel or Thread scope.
Tips
—
Validation
—
Success criteria
—
-
2
Generate a summary
Open the thread → **Summary**. Choose time window and include citations.
Tips
—
Validation
—
Success criteria
—
-
3
Share the recap
Insert the summary as a threaded reply or pin for newcomers.
Tips
—
Validation
—
Success criteria
- Summary with citations posts; participants confirm accuracy.
About this guide
Channels keeps work visible and searchable. Use public or private rooms, keep side conversations contained in threads, and attach files through File-Vault with previews and expiring links. Pin a living Canvas to each channel for runbooks or briefs.
With one click, convert an important thread into an Agent Desk ticket, route tasks into ActionDesk, and log every key moment to Chronicle. Moderation, DLP, retention and legal hold are workspace-level guardrails. Optional AI summaries help teams catch up quickly.