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Search Recordings

Use search in the Recordings Library to find the customer calls, interviews, and uploaded notes you need.

Recording search combines:

  • Keyword search for the words in a recording's title and description
  • AI-powered semantic search to find recordings that are related in meaning, even when they do not use the exact same wording
  • Filter-based search to narrow results by metadata like date, tags, source, creator, contact, and account details

What search looks at​

Search on recordings is based on the recording record itself. In practice, that means search can use:

  • The recording title
  • The recording description
  • Recording metadata such as recording date, tags, source, contact, creator, and linked account fields

Recording search is best for finding the right recording first.

Start by typing a normal phrase, question, company name, or topic.

Examples:

  • pricing objections
  • handover issues
  • Spotify onboarding
  • enterprise buyers asking for SSO

If you want to search for an exact phrase, put it in quotes.

Examples:

  • "pricing objections"
  • "enterprise buyers asking for SSO"

This is useful when you want a literal match instead of a semantic one. Semantic search matches based on meaning, so the exact words do not have to appear. Exact matching is useful when you are looking for product names, phrases you remember, or other specific wording.

For plain-text searches, results are sorted by most recent recording date first.

Use filters to narrow results​

You can combine a free-text search with filters, or use filters on their own.

FilterWhat it does
date:Returns recordings recorded on the selected date or date range
tag:Returns highlights that include all selected tags
tag_or:Returns recordings that include any of the selected tags
creator:Returns recordings uploaded by this person
contact:Returns recordings from this contact
source:Returns recordings from this source
account.name:Returns recordings from this account
account.industry:Returns recordings from accounts in this industry
account.region:Returns recordings from accounts in this region
account.segment:Returns recordings from accounts in this segment
account.account_type:Returns recordings from accounts of this type
account.employee_size:Returns recordings from accounts in this employee-size range
account.status:Returns recordings from accounts with this status

Examples:

  • pricing tag:Survey
  • date:Last 30 days
  • source:Zoom
  • contact:Jane Doe
  • account.name:Spotify
  • account.industry:Technology

Filter tips​

  • Use multiple filters together to make a search more precise.
  • Use multiple tag: filters when you want recordings that include all selected tags.
  • Use tag_or: when you want recordings that match any of the selected tags.
  • date: filters use the recording date, not the upload date.

Suggestions and autocomplete​

As you type, NEXT suggests filters and values to help you build your search faster.

For recordings, suggestions focus on:

  • Date ranges
  • Tags
  • Account names

When you start typing a specific filter such as creator:, source:, contact:, or an account... filter, NEXT will suggest matching values for that filter.

Date suggestions support both quick ranges and natural language. For example, you may see options like:

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • A parsed date range from something like date:December 2024

Once you already use a filter in the current search, NEXT avoids suggesting the exact same filter value again.

How to get better results​

  • Start broad, then add filters once you see the result set.
  • If an exact keyword search does not find what you expect, try a more descriptive phrase instead of a single term.
  • Use quotes when you want to search for an exact phrase.
  • Use account and tag filters when you know the customer or segment you want.
  • Use date filters to cut down large libraries quickly.

FAQ​

Why isn't my tag showing up in search suggestions?​

Search suggestions only show tags that already exist on recordings in your teamspace. If a tag is not yet assigned to any recording, it will not appear as a suggestion.

There can also be a short delay before a tag appears in the search suggestions. Suggestions are cached for up to about 5 minutes, so recently added tags or recently retagged recordings may take a few minutes to appear.

How do I search for recordings with all selected tags?​

Use tag: when you want an AND search.

Example:

  • tag:Interview tag:Pricing

This returns recordings that have both tags. Use this when you want a narrower result set and only care about recordings that match every selected tag.

How do I search for recordings with any of several tags?​

Use tag_or: when you want an OR search.

Example:

  • tag_or:Interview tag_or:Pricing

This returns recordings that have either tag. Use this when you want a broader result set or when several tags describe similar themes.

When should I use tag: vs tag_or:?​

Use tag: when every selected tag must be present on the recording.

Use tag_or: when any one of the selected tags is enough.

In short:

  • tag: = narrower, more precise results
  • tag_or: = broader, more flexible results

Yes. You can combine them when you want one part of the tag logic to be required, and another part to stay flexible.

Example:

  • tag:Interview tag_or:Pricing tag_or:Churn

This looks for recordings that must have the Interview tag and must also have either Pricing or Churn.

Use this when you want to keep one tag mandatory, but allow variation in the second part of the search.