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Search Records

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

Record search combines:

  • Keyword search for the words in a record's title and description
  • AI-powered semantic search to find records 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 records is based on the record entity itself. In practice, that means search can use:

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

Record search is best for finding the right record 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 record 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 records recorded on the selected date or date range
tag:Returns records that include all selected tags
tag_or:Returns records that include any of the selected tags
contact:Returns records from this contact
source:Returns records from this source

Examples:

  • pricing tag:Survey
  • date:Last 30 days
  • source:Zoom
  • contact:Jane Doe

Filter tips​

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

Suggestions and autocomplete​

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

For records, suggestions focus on:

  • Date ranges
  • Tags

When you start typing a specific filter such as source: or contact:, 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
  • A rolling range from something like date:last 500 days

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 a new or edited record showing up immediately?​

Record search is updated in the background. A newly added, edited, retagged, or removed record can therefore take a short time to appear in search results. You can continue using the Records Library while the search update is processed.

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

Search suggestions include all tags in your teamspace, even if they are not assigned to a record yet. Tags used on more records appear first, so unused tags are usually near the end of the suggestions.

There can also be a short delay before a tag appears in the search suggestions. Teamspaces check for updated suggestions about every minute, so recently added or retagged records should normally appear shortly afterward.

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

Use tag: when you want an AND search.

Example:

  • tag:Interview tag:Pricing

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

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

Use tag_or: when you want an OR search.

Example:

  • tag_or:Interview tag_or:Pricing

This returns records 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 record.

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 records 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.