> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Universal Search

> Find anything across your entire workspace with powerful unified search

BuildBetter's Universal Search lets you instantly find any piece of information across your entire workspace—from specific moments in calls to documents, people, and insights. One search box, all your data.

## Getting Started with Search

Access search from anywhere in BuildBetter:

<CardGroup cols={2}>
  <Card title="Global Search Bar" icon="magnifying-glass">
    Available in the top navigation bar from any page. Click or press `/` to start searching.
  </Card>

  <Card title="Search Page" icon="grid">
    Navigate to the dedicated search page for advanced filtering and bulk results viewing.
  </Card>
</CardGroup>

<Tip>
  Press `/` from anywhere in the app to instantly focus the search bar and start typing.
</Tip>

## What You Can Search

Universal Search indexes everything in your workspace:

<Tabs>
  <Tab title="Recordings">
    Search through:

    * **Call titles** and descriptions
    * **Full transcripts** of every conversation
    * **Speaker names** and what they said
    * **Meeting tags** and metadata

    Find specific quotes, topics discussed, or decisions made in any recording.
  </Tab>

  <Tab title="Documents">
    Search within:

    * **Document titles**
    * **Full document content**
    * **AI-generated summaries**
    * **Custom sections** you've added

    Locate PRDs, meeting minutes, reports, and any document content.
  </Tab>

  <Tab title="People & Companies">
    Find contacts by:

    * **First and last names**
    * **Email addresses**
    * **Company names**
    * **Associated metadata**

    Quickly locate anyone who's participated in your recordings or been added to your CRM.
  </Tab>

  <Tab title="Insights">
    Search through:

    * **Signal summaries**
    * **Context and descriptions**
    * **Extracted feedback**
    * **Customer quotes**

    Find specific feature requests, bugs, or any type of feedback.
  </Tab>

  <Tab title="Conversations">
    Search within:

    * **Chat messages**
    * **Thread titles**
    * **AI responses**
    * **Your questions**

    Locate previous AI conversations and their insights.
  </Tab>

  <Tab title="Organization">
    Find:

    * **Folder names**
    * **Collections**
    * **Workspace content**

    Navigate your organizational structure quickly.
  </Tab>
</Tabs>

## 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:

<AccordionGroup>
  <Accordion title="Filter Bar" icon="filter">
    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

    Each filter shows the count of matching results.
  </Accordion>

  <Accordion title="Result Display" icon="list">
    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
  </Accordion>

  <Accordion title="Load More" icon="plus">
    * 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
  </Accordion>
</AccordionGroup>

## Understanding Search Results

### Recording Results

<Info>
  Recording results show both title matches and transcript matches, helping you find exact moments in conversations.
</Info>

* **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

<CardGroup cols={2}>
  <Card title="Use Quotes" icon="quote-left">
    Search for exact phrases by wrapping them in quotes: `"customer onboarding process"`
  </Card>

  <Card title="Partial Matching" icon="asterisk">
    Type part of a word to match variations: `onboard` finds onboarding, onboarded, onboards
  </Card>

  <Card title="Multiple Terms" icon="layer-group">
    Search terms are AND-ed together: `pricing enterprise` finds content with both words
  </Card>

  <Card title="Filter First" icon="funnel">
    Use content type filters to narrow results before searching for better performance
  </Card>
</CardGroup>

## Common Search Scenarios

### Finding Specific Feedback

1. Search for the feature or issue: "login problems"
2. Filter to only Signals and Recordings
3. Sort through results to find patterns

### Locating Meeting Discussions

1. Search for the topic: "Q3 roadmap"
2. Filter to Recordings only
3. Look for matching transcripts
4. Click through to exact moments

### Finding Documents

1. Search for document type or content: "PRD authentication"
2. Filter to Documents only
3. Review content previews
4. Open matching documents

### Looking Up Contacts

1. Search by name or email: "[john@example.com](mailto:john@example.com)"
2. Filter to People
3. View contact details
4. See related recordings and signals

## Best Practices

<Check>
  **Be specific**: More specific searches yield better results. Use full names, exact terms, or unique phrases.
</Check>

<Check>
  **Use filters wisely**: If you know what type of content you're looking for, filter first to reduce noise.
</Check>

<Check>
  **Check context**: Always review the context preview to ensure the match is relevant.
</Check>

<Check>
  **Leverage highlights**: The highlighted terms show exactly where your search matched.
</Check>

<Check>
  **Try variations**: If you don't find what you need, try synonyms or partial terms.
</Check>

## Search Limitations

<Warning>
  **Current Limitations**:

  * No synonym recognition
  * No search history or suggestions
  * No advanced operators (OR, NOT, wildcards beyond partial matching)
</Warning>

<Note>
  **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.
</Note>

## Keyboard Shortcuts

Speed up your search workflow:

* `/` - Focus search bar from anywhere
* `Enter` - Submit search
* `Escape` - Clear search input
* `Cmd/Ctrl + K` - Quick search (coming soon)

<Note>
  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.
</Note>

Universal Search transforms BuildBetter into your team's knowledge base, making every conversation, document, and insight instantly accessible. The more content you add, the more powerful your search becomes.