The search box at the top of the app does two things: it finds items by name, and it answers questions. Answers from your own records are part of Premium; questions about how TagData works are answered on any plan.
Steps
- Click the search box, or press ⌘K (Ctrl-K on Windows).
- Type a question, such as “When does my passport expire?”. As you type, the list shows Ask the assistant at the top, then matching items, then See all results.
- Press Enter on the ask row, or click it. The assistant opens on the right with your question ready.
- Click Send. The answer names the record it came from, and sometimes ends with a shortcut, such as Go to SmartShares.
- Ask a follow-up in the same thread, or close the panel with the X.
Good to know
- A line that ends with a question mark, or starts with what, where, when, how, who or similar, is treated as a question. Anything else searches by name.
- The assistant reads only your own records and doesn’t give advice. Check anything important against the record itself.
- With several vaults, turn on All vaults to ask across all of them.
Try it
The demo page has a vault you can click through. Open it on Home and try these steps there; nothing you do is saved.