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  • What it is
  • Choosing your perimeter
  • Reading the report
  1. Docs
  2. Deep Research
  3. Choosing your perimeter

Choosing what Deep Research reads

The perimeter is the set of files a research run is allowed to read. Choosing it well is most of the work: too narrow and it misses things, too wide and it spends time and credits on documents that were never relevant.

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Deep Research
Upload & indexIndex all here
Contracts
14 files
XLS
Q3-forecast.xlsx
DOC
Discovery-call-notes.md
Indexed
All selected files are indexedAdd to chat

Add to chat once everything is green

Choosing and indexing a research perimeter
  1. Tick the files or folders to research
  2. A hollow dot means it is not indexed yet
  3. Index it here, no need to leave
  4. Add to chat once everything is green

Picking files and folders

  1. Open Deep Research from the plus menu

    The file picker opens.
  2. Tick files, or whole folders

    A folder brings everything inside it.
  3. Press Add to chat

    The blue pill appears in the composer.

The indexing dots

Every file carries a dot telling you whether Deep Research can see inside it yet. Hover any dot for the same explanation in words.

  • Green: indexed. Deep Research and Ask can search inside it.
  • Blue: being read right now.
  • Grey: waiting its turn.
  • Hollow: not indexed, so it will not appear in results.
  • Red: could not be indexed. It stays in your files, but cannot be searched.

A part-filled dot on a folder means some of its files are ready and some are not.

Indexing files that are not ready

The picker has Upload & index for new files and Index all here for a folder. Individual rows offer Index now, or Retry index if a previous attempt failed. See adding and indexing files.

Upload & index also takes a .zip. It is unpacked into a folder named after the archive, with the folders inside it kept exactly as they were, and everything readable starts indexing. Files a research run cannot read, like videos or program files, are still saved to your files but left out of the selection so they cannot hold up Add to chat.

The progress step

After choosing, you see a progress screen that groups your selection into complete, in progress, waiting and failed. Add to chat only enables once everything you selected is ready. This is deliberate: a run that silently skipped half your files would be worse than waiting.

You do not have to sit and watch it. Indexing carries on if you close the dialog, leave the page or shut the tab. You can follow it any time from your files, where you can see what is being read, what is still to come, retry anything that failed, and pause or cancel the whole run. Files that finish are usable straight away, even while the rest are still going.

If you run out of credits part-way, indexing pauses rather than failing. We will email you, nothing already done is repeated, and it picks up where it stopped once you resume.

Turning it off

Tap the blue Deep Research pill in the composer. That clears the whole perimeter.

Scope by folder rather than by file when the question is broad. Metir can map a folder cheaply and then target the parts that matter.

Related

  • FilesWorkspace
  • What it isDeep Research
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