Company Search to strictly honor the selected knowledge-source scope during planning and execution

Gleanie Leanna

Request:

• Enforce scope at both LLM planning and search execution so the planner cannot target out-of-scope sources
• Provide an admin toggle for “Hard scope enforcement” that blocks cross-source planning and shows a clear error when attempted.
• Add a user-visible scope indicator in chat/agents so users immediately see which sources are active and avoid confusion when results are empty due to scope.
• Expose simple telemetry/logs indicating when the planner tried an out-of-scope source to aid admin troubleshooting.

Use cases:

• Users run Company Search or scoped agent steps, but the planner sometimes generates queries against an out-of-scope source. However, execution respects the filter, leading to failed/empty results and confusion

Workaround:

• Enable the agentic engine with Thinking mode (auto-retries alternate queries) or use Plan & Execute with an explicit Company Search step.
  • Note: Many workflows intentionally avoid Plan & Execute because Company Search is used as an intermediate step without an immediate response, so relying on Plan & Execute isn’t always suitable