> For the complete documentation index, see [llms.txt](https://docs.thereportinghub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.thereportinghub.com/getting-started/deployment-step-by-step/self-serve-guided-install.md).

# Self-Serve Guided Install

Install and deploy the Reporting Hub with our guided install service

{% hint style="success" %}
**Get started** with a 30-day Growth-tier free trial. No obligation, no credit card required. *Please note:* *Azure services costs may still apply.*
{% endhint %}

Our guided installer deploys the Reporting Hub web application and all required [Azure services](/getting-started/required-azure-services.md) into your own Azure environment, one wizard page at a time. For every Azure resource, you can either **select an existing resource** or **create a new one**.

Here's the full deployment journey. This page covers the install itself and turning on AI; the last two stages are quick configuration steps on their own pages.

<table><thead><tr><th width="199">Stage</th><th width="309">What you'll do</th><th>Where</th></tr></thead><tbody><tr><td><strong>1. Install &#x26; deploy</strong></td><td>Grant consent, choose your subscription and resource group, configure your Azure resources, then deploy and launch Reporting Hub.</td><td>This page (steps 1–12)</td></tr><tr><td><strong>2. Add AI (BI Genius)</strong></td><td>Deploy required services for AI: PostgreSQL and Azure AI Foundry.</td><td>Step 13: <a href="/bi-genius/bi-genius-deployment-step-by-step.md">Deploy BI Genius</a></td></tr><tr><td><strong>3. Configure Power BI</strong></td><td>Enable the required Power BI tenant settings and connect your workspaces.</td><td><a href="/getting-started/deployment-step-by-step/enable-power-bi-service-settings.md">Enable Power BI Service Settings</a></td></tr><tr><td><strong>4. Configure Reporting Hub</strong></td><td>Sync your groups, set up your Global Tenant, and set your home page.</td><td><a href="/getting-started/deployment-step-by-step/configure-reporting-hub-app-settings.md">Configure Reporting Hub App Settings</a></td></tr></tbody></table>

## Before You Begin

* [x] You have an active Azure Pay-as-you-go subscription.
* [x] You have [Global Admin](https://learn.microsoft.com/en-us/azure/active-directory/roles/permissions-reference#global-administrator) and [Subscription Owner](https://learn.microsoft.com/en-us/azure/role-based-access-control/role-assignments-portal-subscription-admin) roles within your Azure subscription.
* [x] You have a Power BI online account.
* [x] You are agreeing to install the required [Azure services](/getting-started/required-azure-services.md).
* [x] You agree to the following Azure services setup conditions:

{% hint style="warning" %}
**Azure Services Setup Conditions**: *Any and all Azure services are not included within your Reporting Hub subscription. These services are deployed to your organizations' Azure instance and reside within your Azure subscription. Any and all Azure subscription fees are the responsibility of your organization. Once deployed any changes or ongoing administration of these services are the responsibility of your organization.*
{% endhint %}

***

<h2 align="center"><a href="https://thereportinghub.com/trial">Click here to start the installation</a></h2>

***

{% hint style="warning" %}
**Using existing Azure resources?** Use the [**Azure service settings**](#azure-services-configuration-settings) reference at the bottom of this page to confirm each resource is configured correctly, and correct any mismatched settings before continuing, otherwise the installation will fail.
{% endhint %}

## Installation Steps

{% stepper %}
{% step %}

### **Grant Application Admin Consent**&#x20;

After signing in, you'll be prompted to grant application admin consent to the Reporting Hub Installer application. This lets the Installer deploy the Azure services and Reporting Hub web application within your Azure environment. You must grant consent to proceed.

{% hint style="info" %}
Reporting Hub Installer is a Microsoft **'*****verified***' application, and Shift Analytics Inc. is a Microsoft ISV Partner as identified on the Admin Consent page. This [admin consent](https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/manage-application-permissions?pivots=portal) can be revoked at anytime following deployment via your Azure Portal.
{% endhint %}

<div align="center"><figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2Fu25IFTh7GB4Uu8UgF2gq%2FScreenshot%202026-08-20%20143155.png?alt=media&amp;token=4fea0b9f-6c9d-4f81-b32c-fe349c717e2b" alt="" width="213"><figcaption><p>Admin Consent Form</p></figcaption></figure></div>
{% endstep %}

{% step %}

### Select the Azure Tenant & Subscription

* Choose the **Azure Tenant** and **Subscription** from the dropdown lists.
* Select **Next**.

{% hint style="warning" %}
If the **Select Subscription used for the Reporting Hub** dropdown is empty, you may not have **Subscription Owner** permission for any Azure Subscriptions.
{% endhint %}

<div align="center"><figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2Fb7zOOqqXwpSo5jgwP4nB%2FScreenshot%202026-08-20%20143419.png?alt=media&amp;token=9003a095-1795-4498-b326-248332ab4839" alt="" width="375"><figcaption><p>Select the Azure Subscription</p></figcaption></figure></div>
{% endstep %}

{% step %}

### Select your Azure Resource group

You can select an existing resource group **or** add a new one. We recommend creating a new resource group to keep your Reporting Hub resources organized.

* **Existing resource group:** select it from the dropdown, then select **Next**. If you're using existing Azure resources, choose the resource group those resources belong to.
* **New resource group:**&#x20;
  * Select **Add New.**
  * Enter a **Name**, and choose a **resource group region**.
  * Select **Check Resource Availability** to confirm the required resources can be deployed in that region.
    * **App Service**
    * **SQL Database**
    * **Fabric Capacity**&#x20;
  * When each shows a green check, select **Next**.

<div><figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FkEB49JUpJ6EV0v8XW4JS%2FScreenshot%202026-08-25%20101112.png?alt=media&amp;token=5c5d517f-7392-4c78-a661-0ff03b752fd6" alt=""><figcaption><p>Check your Azure Resource Quota</p></figcaption></figure> <figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FWT0lWnPOX2ZlQ4FkB5hd%2FScreenshot%202026-08-25%20101217.png?alt=media&amp;token=e0fa2d2e-574f-4448-b31c-e0e6f2cd9225" alt=""><figcaption><p>All resources have Quota for this region.</p></figcaption></figure></div>

{% hint style="warning" %}
If a resource is flagged as unavailable in your chosen region, **Next** stays disabled. Select **I'll choose a different region (you'll be prompted)** to deploy that resource elsewhere, or see [**Request a Quota Increase**](/getting-started/deployment-step-by-step/self-serve-guided-install/quota.md) to request capacity in your preferred region.
{% endhint %}
{% endstep %}

{% step %}

### Select your Azure SQL Server and database

* **Existing SQL Server:** select it from the dropdown, then select an existing database **or** create a new one. You'll be prompted to sign in with your SQL Server credentials. **Any data in an existing database will be overwritten.**

{% hint style="warning" %}
When using an existing SQL Server, you must sign in with **SQL authentication** credentials. Microsoft Entra ID credentials will **not** work here.\
**Any data in an existing database will be overwritten.**
{% endhint %}

* **New SQL Server:**&#x20;
  * Select **Add New.**
  * Name your **SQL Server and database.**
  * Select **Next**.

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FUDNr4X4WuoX0vfUdxkHE%2FScreenshot%202026-08-25%20120551.png?alt=media&amp;token=202d6871-f207-46b7-8290-cebb6199b5f0" alt="" width="375"><figcaption><p>Creating a new SQL Server and database</p></figcaption></figure>
{% endstep %}

{% step %}

### Select your Azure App Service.

{% hint style="success" %}
Good to Know: Your app service name determines the default domain for your website: `<AppServiceName>.azurewebsites.net`.
{% endhint %}

* **Existing App Service:** select the App Service, then select an existing slot **or** select **Add New**, then select **Next**.
* **New App Service:**&#x20;
  * Select **Add New.**
  * Enter a **Name.**
  * Select a **Tier.**
  * Select **Next**.

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FtNLzYbfJGFSgiXsS0eFZ%2FScreenshot%202026-08-25%20120659.png?alt=media&amp;token=10d66635-94ea-48fe-b2c0-1bf2d846fbfa" alt="" width="375"><figcaption><p>Creating a new App Service</p></figcaption></figure>
{% endstep %}

{% step %}

### Select your Fabric or Embedded capacity

{% hint style="warning" %}
By default, Reporting Hub manages (pauses and resumes) the capacity you select or create here based on in-app activity. If you select an existing capacity, this may affect existing Power BI/Fabric workloads on it.
{% endhint %}

* **Existing capacity:** select it from the dropdown and select **Next**.
* **New capacity:**&#x20;
  * Select **Add New.**
  * **Create Fabric capacity** is checked by default. If you want to deploy an A1 Embedded capacity instead, uncheck the box.&#x20;
  * Name your **capacity**.
  * Select **Next**.

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2F8P9CPbduz72jEPIL4mGZ%2FScreenshot%202026-08-25%20120719.png?alt=media&amp;token=983d3e6f-df23-41bc-9ff3-aaefd34f5582" alt="" width="375"><figcaption><p>Create a new Fabric Capacity</p></figcaption></figure>
{% endstep %}

{% step %}

### Select your Azure Translator

* **Existing Translator:** select it from the dropdown and select **Next**.
* **New Translator:**&#x20;
  * Select **Add New.**
  * Name your **Translator**.
  * Select **Next**.

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FBlBkDKZvpjRJIiv5r2Hv%2FScreenshot%202026-08-25%20120742.png?alt=media&amp;token=660b265a-47d0-4199-9687-15b86b092760" alt="" width="375"><figcaption><p>Create a Translator</p></figcaption></figure>
{% endstep %}

{% step %}

### Register your Entra ID application.

{% hint style="warning" %}
**IMPORTANT:** Note down your **Application name** and **Service Principal name;** you'll need them later when granting access within the Power BI Service.
{% endhint %}

* **Name your Application:** this is your Reporting Hub app registration.
* **Name your Service Principal:** this creates an Entra ID **security group** with the app registration as a member. You'll use this security group in the next stage, when you enable your Power BI settings.
* Select **Microsoft SSO.**
* Select **Next.**

{% hint style="success" %}
**Tip:** Give the application and the service principal the **same name** so they're easy to find together later.
{% endhint %}

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FsuYNsoBq0dA4oArVtaKF%2FScreenshot%202026-08-25%20120803.png?alt=media&amp;token=98c04ac9-c88d-4245-b0a2-caae1e80ef61" alt="" width="375"><figcaption><p>Name the Entra ID App Registration</p></figcaption></figure>
{% endstep %}

{% step %}

### Review the deployment checks

The installer deploys, or connects to, each Azure resource:&#x20;

* **Azure SQL Server and Database**
* **Azure App Service**
* **Power BI Embedded/Fabric capacity**
* **Azure AI Translator**
* **Entra ID application**.&#x20;

Each shows **Deploying…**, then **Deployed**. Once every resource shows **Deployed**, select **Next**. If any shows **Failed**, see the callout below.

{% hint style="danger" %}
**Deployment failures:** Review the [**Installation Failures**](/getting-started/installation-failures.md) page and follow the steps for the error you're seeing. If the error relates to location or region, see [Quota](/getting-started/deployment-step-by-step/self-serve-guided-install/quota.md).
{% endhint %}

<div><figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2F7GKtXS58v8TESK5nCc6Y%2FScreenshot%202026-08-25%20120813.png?alt=media&amp;token=5525f1c3-1d2c-4311-ad18-f1df57fd19bd" alt="" width="375"><figcaption><p>Confirming Resource Deployment</p></figcaption></figure> <figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FNxwrk4opFcjVxuYcwmJH%2FScreenshot%202026-08-25%20121510.png?alt=media&amp;token=35d6e594-6193-4d3c-b626-e1c5e99e492f" alt="" width="375"><figcaption><p>Successfully Deployed All Resources</p></figcaption></figure></div>
{% endstep %}

{% step %}

### Grant admin consent for your new Reporting Hub application

You'll be prompted to grant consent for permission on your new Reporting Hub Azure Entra ID application. This allows your Reporting Hub instance to access your Microsoft tenant and Power BI. The name shown at the top of the consent screen matches the **Application name** you set in step 8, so you can confirm you're granting consent to the right application.

{% hint style="info" %}
This consent grants permission for *your* deployed instance of Reporting Hub to access *your* Microsoft tenant details, including Power BI. It will show as "unverified". This is expected, since you haven't verified your application yet. To verify your application, see Microsoft's [Mark App As Publisher Verified](https://learn.microsoft.com/en-us/azure/active-directory/develop/mark-app-as-publisher-verified) documentation. Note, verifying your app is not required.
{% endhint %}

<div><figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2Fs9Bf4JmAxaIGgThtV00i%2FScreenshot%202026-08-25%20121520.png?alt=media&amp;token=85d6b047-6548-4d81-8d47-c03663345dd8" alt="" width="375"><figcaption><p>Application Consent Explanation</p></figcaption></figure> <figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FxAX20ktDQ8JoP04jZzVY%2FScreenshot%202026-08-25%20121549.png?alt=media&amp;token=7a252ebc-dd36-4962-98b4-af222bc3fade" alt=""><figcaption><p>Granting Consent</p></figcaption></figure></div>
{% endstep %}

{% step %}

### Complete the installation and contact form

After you grant consent, the installer copies the application files. This may take several minutes, depending on your Azure region.&#x20;

On the **Starting application** page, fill in&#x20;

* Your **Application Registration Information** of the best contact person for your company.
* The short **Power BI Adoption** questions.
* Then select **Save Contact Data** to continue.

{% hint style="success" %}
The Reporting Hub team uses these details to get in touch and help with your onboarding. This step is required to finish the installation.
{% endhint %}

<div><figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FEnpjqgLdoCxrUfXTHqp4%2FScreenshot%202026-08-25%20121629.png?alt=media&amp;token=5ee4046a-f536-4648-9e0d-6230598c7c88" alt="" width="375"><figcaption><p>Files Installation</p></figcaption></figure> <figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FTQpND2ASoWj6csulUe2t%2FScreenshot%202026-08-25%20121738.png?alt=media&amp;token=5d6c676c-3a67-4bb4-922b-9ed0212f591a" alt="" width="375"><figcaption><p>Fill in your details, then select Save Contact Data to proceed</p></figcaption></figure></div>
{% endstep %}

{% step %}

### Launch your application

On the **Success!** page, select the link to your new Reporting Hub application to open it. If the installation fails instead, review the [Installation Failures](/getting-started/installation-failures.md) page.

{% hint style="success" %}
**Check your inbox.** Whoever ran the installation also receives a confirmation email from **Reporting Hub Install Information**, subject: **The ReportingHub Install,** listing all your deployment details: application URL, Azure subscription name, resource group, Azure AD application and service principal names and IDs, and capacity name. \
Keep it handy; you'll need the **application** and **service principal** names when you configure Power BI.
{% endhint %}

<figure><img src="https://2452209205-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd5bUZ5n4bSLHFrpgX6Nj%2Fuploads%2FDShy8kBK1J9Y4hysNi3A%2FScreenshot%202026-08-25%20125423.png?alt=media&amp;token=cf597c4c-cf78-468d-a3e8-197a645f7a9e" alt="" width="375"><figcaption><p>Select the link to access your application</p></figcaption></figure>
{% endstep %}

{% step %}

### (Optional) Add AI: Deploy BI Genius

{% hint style="info" %}
**Prefer to set up AI later?** You can skip this step and deploy BI Genius at any time by following the [BI Genius Deployment Step-by-Step](/bi-genius/bi-genius-deployment-step-by-step.md) guide. As with your other Reporting Hub resources, the PostgreSQL and Azure AI Foundry resources are deployed to your own Azure subscription, so Azure usage costs apply.
{% endhint %}

Your plan includes **BI Genius,** governed, no-code AI agents that answer questions on your Power BI semantic models in plain language, inside your own Azure tenant, with every answer showing its sources, reasoning, and DAX. Your plan comes with a **starter agent**, so you can turn on AI right at the end of the installation.

Because your Reporting Hub App Service is already deployed, BI Genius reuses it and only deploys the two extra Azure resources it needs:

* **Azure Database for PostgreSQL** (flexible server)
* **Azure AI Foundry** (Azure OpenAI)

To turn on AI now, select the **add BI Genius** link on the **Success!** page, or go to [license.thereportinghub.com/install?id=bigenius](https://license.thereportinghub.com/install?id=bigenius), and follow the prompts to select or create these resources, just as you did for your Reporting Hub resources.&#x20;

For details on each option, see the [BI Genius Deployment Step-by-Step](/bi-genius/bi-genius-deployment-step-by-step.md) guide.

{% content-ref url="/pages/8xuFfRGmiEWM9bp08DyU" %}
[BI Genius Deployment Step-by-Step](/bi-genius/bi-genius-deployment-step-by-step.md)
{% endcontent-ref %}
{% endstep %}
{% endstepper %}

## Next (Required): Configure Power BI

{% hint style="danger" %}
You're not done yet. You **must complete** the Power BI Service Settings and Reporting Hub App Settings configurations before you can embed any content in your application.
{% endhint %}

Once the Reporting Hub application is installed, configure Power BI tenant settings and Reporting Hub settings to start adding content to\
\
The Power BI settings are enabled by a **Fabric or Power BI administrator**; the Reporting Hub App Settings require a **Reporting Hub Global Admin** (by default, the user who ran the install).

Follow these two guided tutorials to finish your deployment:

{% content-ref url="/pages/ZTurS8WKwsHYDkpOORRM" %}
[Enable Power BI Service Settings](/getting-started/deployment-step-by-step/enable-power-bi-service-settings.md)
{% endcontent-ref %}

{% content-ref url="/pages/D6QLOw6IhUgl69x7qJL6" %}
[Configure Reporting Hub App Settings](/getting-started/deployment-step-by-step/configure-reporting-hub-app-settings.md)
{% endcontent-ref %}

***

#### Azure Services Configuration Settings

{% hint style="info" %}
**Please note**: this section only applies if you're using pre-existing Azure services. If you are creating new services as part of the guided installation process, you can omit this section as the installer will ensure these services are configured correctly.
{% endhint %}

The details below are a reference **if needed** during installation. If you've already deployed your application successfully, continue to the Power BI Service Settings link above.

If you'd prefer to create the Azure services manually before running the installer, the minimum service requirements and configuration details are below. Ensure all of your Azure services settings match these values, then run the installer and select the resources you created. All Azure services can be scaled further as your needs grow.

All Azure services must be in the same Azure subscription. All services except the Translator must be in the same resource group, which you'll select during installation. They do not need to be in the same region.

<details>

<summary>Azure SQL Database</summary>

If a setting is not specified here, use the default value in the Azure portal.

**When creating the database, ensure:**

* Set the Azure **Subscription** and **Resource group** to the same as your other Reporting Hub services are in.
* If you are creating a new database for your Reporting Hub, we recommend the following settings:
  * Set **Want to use SQL elastic pool?** to **No**.
  * Set **Workload environment** to **Production**.
  * Set **Compute + storage** **service tier** to **Basic (DTU-based purchasing model) 5 DTUs**.
  * Set **Backup storage redundancy** to **Geo-redundant backup storage**.
* The database must be empty.

</details>

<details>

<summary>Azure SQL Server</summary>

If a setting is not specified here, use the default value in the Azure portal.

**When creating the Server, ensure:**

* Set the Azure **Subscription** and **Resource group** to the same as your other Reporting Hub services are in.
* Set **Authentication method** to **use both SQL and Microsoft Entra authentication**.
* Set the **Microsoft Entra admin**. We recommend setting it to the user that will perform the Reporting Hub installation.
* Set the **Server Admin login** and **password**, or, if using an existing server, ensure you have the credentials. You can validate that your credentials are correct by logging in through the Query Editor on the Azure portal.
* Under **Networking**, enable **Allow Azure services and resources to access this server**.

Once the server has been created, under **Security** > **Networking**,&#x20;

* Ensure **Public network access** is set to **Selected networks**.

</details>

<details>

<summary>Azure App Service</summary>

If a setting is not specified here, use the default value in the Azure portal.

**When creating the App Service, ensure:**

* **App Type** should be **Web App**.
* Set **Subscription** and **Resource group** to the resource group that your other Reporting Hub services are in.
* Uncheck "**Secure unique default hostname on**".
* Set **Publishing model** to **Code**.
* Set **Runtime stack** to **.NET 10 (LTS)**.
* Set **Operating system** to **Windows**.
* Set **Pricing plan** to **Basic B1** or **Standard S1**.
* We recommend setting **Enable Application Insights** to **No**.

Once the App Service has been created, under **Settings** > **Configuration**:&#x20;

* Set **Platform** to **64 Bit**.
* Set **SCM Basic Auth Publishing** to **On**.
* Set **FTP Basic Auth Publishing** to **On.**
* Set **FTP state** to **All allowed**.

</details>

<details>

<summary>Azure Translator</summary>

* Set **Pricing tier** to **Free F0**.

</details>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.thereportinghub.com/getting-started/deployment-step-by-step/self-serve-guided-install.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.