Search Strategy Overview
BuildBetter uses case-insensitive text matching to find content across:- Recordings: Titles and full transcripts
- Documents: Names and content
- Chats: Thread names and messages
- People: Names and email addresses
- Companies: Company names
- Folders: Folder names
- Signals: Context and summaries
Effective Search Techniques
Use Specific Terms
Search for exact names, topics, or phrases you know exist in your content
Try Variations
If first search doesn’t work, try synonyms or partial words
Filter by Type
Use content type toggles to focus on recordings, documents, etc.
Think Like Content
Search for words that would actually appear in transcripts or documents
Common Search Patterns
Good Examples:
customer onboarding
(finds calls about onboarding)Jane Smith
(finds all calls with Jane)pricing discussion
(finds pricing-related conversations)bug report
(finds calls where bugs were discussed)
- Search for participant names to find specific calls
- Use topic keywords that were likely spoken
- Search for company names to find client calls
Content Type Filtering
Use the filter toggles to focus your search:1
Select Content Types
Toggle on only the content types you want to search (recordings, documents, chats, etc.)
2
Review Results
Results show match counts for each enabled type
3
Load More
Click “Load More Results” to see additional matches beyond the first 10
4
Refine Search
Add more specific terms or adjust filters if needed
Search Limitations
Current Limitations:
- No boolean operators (AND, OR, NOT)
- No advanced syntax (from:, type:, before:)
- No exact phrase matching with quotes
- No saved searches or search history
- No fuzzy matching or typo correction
- Simple text matching only (case-insensitive LIKE)
Troubleshooting Common Issues
No Results Found
No Results Found
Try These Solutions:
- Check spelling of search terms
- Use simpler, more common words
- Try partial words (e.g., “onboard” instead of “onboarding”)
- Remove unnecessary words
- Search one concept at a time
- Enable more content types in filters
Too Many Irrelevant Results
Too Many Irrelevant Results
Try These Solutions:
- Use more specific terms
- Disable content types you don’t need
- Search for exact names or unique identifiers
- Use longer, more specific phrases
- Try different keywords
Can't Find Known Content
Can't Find Known Content
Possible Causes:
- Content type filter is disabled
- Search term doesn’t appear in title/transcript
- Misspelling in search term
- Content hasn’t been processed yet
- Enable all content type filters
- Try alternative terms
- Check recent uploads (may still be processing)
- Search for participant names instead
Best Practices by Use Case
Finding Specific Conversations
- Use participant names: Search for attendee names to find their calls
- Try topic keywords: Search for words that were likely spoken
- Filter to recordings only: Disable other content types for focus
Locating Documents
- Search document names: Many documents have descriptive titles
- Use content keywords: Search for key concepts within documents
- Filter to documents only: Focus your search scope
Finding Customer Information
- Search by email: Most reliable way to find specific people
- Use company names: Find all people from a specific company
- Try name variations: First name, last name, or full name
Discovering Insights
- Search signal summaries: Use feedback categories or keywords
- Look for patterns: Search for common pain points or requests
- Filter to signals only: Focus on extracted insights
Search Workflow Tips
Start Simple: Begin with basic keywords and refine based on results
Use Filters: Always leverage content type filters to reduce noise
Try Variations: If you don’t find what you need, try different words
Think Literally: Search for words that would actually appear in the content
Load More: Don’t forget to load more results if you don’t see what you need
Performance Tips
- Shorter queries generally perform better than long ones
- Specific terms return more relevant results than generic words
- Content type filtering improves both speed and relevance
- Recent content appears first in results (sorted by creation date)
BuildBetter’s search is designed for simplicity and speed. For complex queries or qualitative searches, consider using the AI chat feature which can understand intent and context better than text search.