Getting Started with Search
Access search from anywhere in BuildBetter:Global Search Bar
Available in the top navigation bar from any page. Click or press
/ to start searching.Search Page
Navigate to the dedicated search page for advanced filtering and bulk results viewing.
Press
/ from anywhere in the app to instantly focus the search bar and start typing.What You Can Search
Universal Search indexes everything in your workspace:- Recordings
- Documents
- People & Companies
- Insights
- Conversations
- Organization
Search through:
- Call titles and descriptions
- Full transcripts of every conversation
- Speaker names and what they said
- Meeting tags and metadata
Search Interface
Search Input
- Auto-focus: Click the search bar or press
/to start - Clear button: Quickly reset your search
- Persistent queries: Your search term stays in the URL for sharing
- Smart matching: Case-insensitive partial matching across all content
Search Results Page
The search results page provides a unified view of all matching content:Filter Bar
Filter Bar
Toggle which content types to include:
- All: Enable/disable all content types at once
- Recordings: Video and audio calls
- Documents: All generated and uploaded documents
- Companies: Organization records
- People: Individual contacts
- Signals: Extracted insights (if enabled)
- Chats: AI conversations
- Folders: Organizational containers
Result Display
Result Display
Results appear in a unified list sorted by date (newest first):
- Visual previews: Thumbnails for recordings, avatars for people
- Highlighted matches: Your search terms appear highlighted in bold
- Context windows: See surrounding text for better understanding
- Quick actions: Navigate directly to specific content
Load More
Load More
- Initial results show 10 items per content type
- Click “Load More Results” to expand each category
- No pagination—keep loading until you find what you need
Understanding Search Results
Recording Results
Recording results show both title matches and transcript matches, helping you find exact moments in conversations.
- Title and metadata: Recording name, date, participants
- Matching quotes: Exact transcript excerpts with speaker attribution
- Visual preview: Video thumbnail or audio waveform
- Direct navigation: Click to jump to specific moments
Document Results
- Document title: With highlighted search terms
- Content preview: 150 characters around your match
- Context indicators: Shows where in the document the match appears
- Quick access: Click to open the document
People and Company Results
- Contact details: Name, email, company affiliation
- Profile pictures: Visual identification
- CRM data: Any synced metadata
- Quick actions: View profile or related content
Signal Results
- Signal type: Feature request, bug, complaint, etc.
- Summary preview: AI-generated description
- Context window: Surrounding information
- Source link: Jump to the original feedback
Search Tips and Tricks
Use Quotes
Search for exact phrases by wrapping them in quotes:
"customer onboarding process"Partial Matching
Type part of a word to match variations:
onboard finds onboarding, onboarded, onboardsMultiple Terms
Search terms are AND-ed together:
pricing enterprise finds content with both wordsFilter First
Use content type filters to narrow results before searching for better performance
Common Search Scenarios
Finding Specific Feedback
- Search for the feature or issue: “login problems”
- Filter to only Signals and Recordings
- Sort through results to find patterns
Locating Meeting Discussions
- Search for the topic: “Q3 roadmap”
- Filter to Recordings only
- Look for matching transcripts
- Click through to exact moments
Finding Documents
- Search for document type or content: “PRD authentication”
- Filter to Documents only
- Review content previews
- Open matching documents
Looking Up Contacts
- Search by name or email: “john@example.com”
- Filter to People
- View contact details
- See related recordings and signals
Best Practices
Be specific: More specific searches yield better results. Use full names, exact terms, or unique phrases.
Use filters wisely: If you know what type of content you’re looking for, filter first to reduce noise.
Check context: Always review the context preview to ensure the match is relevant.
Leverage highlights: The highlighted terms show exactly where your search matched.
Try variations: If you don’t find what you need, try synonyms or partial terms.
Search Limitations
Current Limitations:
- No fuzzy matching or typo correction
- No synonym recognition
- No search history or suggestions
- Results limited to exact substring matches
- No advanced operators (OR, NOT, wildcards beyond partial matching)
Keyboard Shortcuts
Speed up your search workflow:/- Focus search bar from anywhereEnter- Submit searchEscape- Clear search inputCmd/Ctrl + K- Quick search (coming soon)
Search results update in real-time as new content is added to your workspace. Recent recordings may take a few minutes to appear in search results while they’re being processed.