Search
Locate any message or Task Tab by keyword.
What It Is
Search locates words across your conversations. It examines the titles of Task Tabs and the text of messages and responses, and then opens the match directly. It is the fastest way to retrieve content written or received earlier.
How to Use It
- Select Search in the sidebar. On a phone, the Search page covers the screen.
- When Search opens, your most recent prompts are listed under Recent. Select one to return to it.
- To look for specific content, enter text in the box labeled Find something?. Results appear as you type.
- Review the line above the results, which states the number found, for example: 3 results for “newsletter”.
- Each result shows the Task Tab title, when it was last used (Today, Yesterday, a number of days ago, or a date) and a short excerpt with the matching word in bold. Select a result to open that Task Tab at the matching message.
- Select the X in the box to clear the search, or select Search again to close the panel. On a phone, select Back.
Sample Searches
- A client or product name, for example “Maple Street”.
- A campaign term, for example “webinar” or “discount”.
- A phrase from an earlier request, for example “email sequence”.
Good to Know
- Search is not case sensitive.
- If nothing matches, a message states that there are no results for the text entered. Try a shorter or different term.
- Messages that contain only an attached image or file name are not returned. Search for words that were actually written.
Use short, distinctive terms instead of full sentences. “Rebrand” locates a conversation more reliably than “the plan we discussed for the rebrand last month.”