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How to use web search and site reading in the AI Assistant?

If an administrator enabled web search and/or URL fetching, the AI Assistant can supplement answers with public internet data. This does not replace ConnectiveOne documentation — platform questions still rely on built-in docs.

When you need this

  • You need up-to-date information (news, rates, partner API updates).
  • You have a link to a public page and want a summary or fact table.
  • You want to collect reference data from an open website (product catalog, FAQ, public contact pages).

Good to know

  • ConnectiveOne documentation takes priority for platform questions.
  • The assistant cites sources (URLs) when using web search.
  • One message allows a limited number of searches and page fetches; large jobs continue across several messages (“continue the next batch”).
  • Internet content is reference only — verify critical decisions manually.
  • Fetch URL returns page-based text, not raw HTML and not a guaranteed verbatim copy: the assistant produces model-generated summary via the selected provider API (Gemini / Claude / GPT). Large tables, exact numbers, or legal wording may be shortened — verify critical data at the source URL.

Before you start

Example requests

  • “What are the latest Stripe API changes for charges?”
  • “Find the official Telegram Bot API page about webhooks”
  • “Briefly summarize what’s written today about [topic], with links”

Result: answer with source URLs. In debug mode — step Web search → "query" (N sources).

Single page by URL (Fetch URL)

Result: page summary (model-generated text, not HTML) or a structured fact table. If the URL is blocked (login, internal address), the assistant explains why.

Data from your public site (multiple pages)

State scope clearly:

  1. “I need the product catalog from /shop/ on site.example.com — find the sitemap first and show a plan for how many pages”
  2. After the plan: “Continue the next 5 URLs from the queue”
  3. “Save the result as a table: name, price, URL”

Result: the assistant builds a URL queue (sitemap, robots.txt, or navigation), reads pages in batches, and reports progress. To load into Custom Data or a knowledge base — use Agent mode with edit permission and state the target explicitly.

Work modes

Mode Web search / URL Platform changes
Ask Yes (if enabled) No
Agent Yes Yes, per role
Plan Yes during discovery After plan approval

In Plan mode for large data collection, the assistant shows an execution plan first (scope, steps, where to store results).

How to verify it works

  • The answer includes source links or quotes a specific URL.
  • With Agent Debug Mode, you see Web search / Fetch URL steps.
  • If the feature is off, the assistant says web access is unavailable and suggests contacting an administrator.

After you finish

  • You get an answer backed by public sources or the content of a page at the URL you provided.
  • For large sites, the assistant shows progress and may ask you to continue in the next chat message.
Using your own AI agent?Install the open skill so your AI agent can work with current official ConnectiveOne documentation.Get the skillNeed support?Couldn’t find the answer or need help from the ConnectiveOne team? Create a request in Client Portal.Create a request