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.
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
Recent Improvement: Universal Search now supports full-text and fuzzy matching across extractions and feedback, so results are ranked by relevance and minor typos or variations won’t prevent you from finding what you need.
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.