Search

Workestra's search capabilities help you find records, navigate the interface, and get work done faster.

Command Palette (Cmd+K)

The command palette is the fastest way to navigate Workestra. Open it anytime with:

• Mac: Cmd + K
• Windows/Linux: Ctrl + K

What You Can Search

The command palette searches across 12+ entity types:

Keyboard Navigation

Recent Searches

Your recent searches appear at the top for quick access:

• Last 10 searches are remembered
• Click to instantly re-run the search
• Cleared when you sign out

How Hybrid Search Works

Workestra uses hybrid semantic search — combining three techniques for optimal results:

1. Vector Search (Semantic)

AI-powered understanding of meaning:

• Converts queries into mathematical vectors
• Finds conceptually similar content
• Example: Searching "onboarding" finds "new hire process"

2. Full-Text Search

Traditional keyword matching:

• Matches exact words and phrases
• Respects word boundaries
• Fast and precise

3. Fuzzy Search

Handles typos and variations:

• Matches similar spellings
• Example: "recieve" matches "receive"
• Tolerance for 1-2 character differences

Reciprocal Rank Fusion

Results from all three methods are combined using RRF (Reciprocal Rank Fusion):

• Each method ranks its results
• Scores are combined with decay weighting
• Final ranking balances relevance and diversity

Search Tips

For Better Results

Natural Language Queries

The search understands natural language:

• ❌ "contact john"
• ✅ "john's contact info"
• ✅ "show me john smith"

Scoped Searching

Narrow results by context:

• From CRM page → Prioritizes contacts, deals, companies
• From Projects page → Prioritizes tasks, epics, cycles
• From specific project → Limits to that project's data

Global Search Bar

The search bar in the header provides quick access:

Features

• Instant results — Updates as you type
• Keyboard shortcut — Click or press Cmd+K
• Scope aware — Contextual to current page
• Quick actions — Create new records directly

Using the Search Bar

1. Click the search bar or press Cmd+K
2. Type your query
3. View results dropdown
4. Click a result to navigate
5. Or press Enter for full search page

Module-Specific Search

Each module has optimized search for its data:

CRM Search

Search across:

• Contact names, emails, phone numbers
• Company names, websites
• Deal titles, values
• Activity notes

Recruiting Search

Find:

• Candidates by name, email, skills
• Jobs by title, department
• Applications by status

Projects Search

Locate:

• Tasks by title, description
• Projects by name
• Cycles by name or date

Knowledge Base Search

Discover:

• Documents by title, content
• Tags for filtering
• Semantic matches for concepts

Search Filters

In-Module Filters

After searching, refine results:

Combining Filters

1. Enter your search query
2. Click Filters button
3. Select desired filters
4. Results update in real-time

Advanced Search Operators

Power users can use search operators:

Search Performance

Response Times

Indexing

• New records appear in search within seconds
• Full reindexing happens automatically
• Manual reindex available in AI Configuration settings

Troubleshooting

No Results Found

1. Check spelling
2. Try broader terms
3. Verify you're searching in the right scope
4. Check if the record exists

Slow Search

1. Try more specific terms
2. Use filters to narrow results
3. Check your internet connection
4. Contact support if persistent

Missing Records

If a record you know exists doesn't appear:

1. Check your permissions (may be team-scoped)
2. Verify the record wasn't deleted
3. Try searching by ID
4. Run embedding backfill in AI Configuration

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Next Steps

• AI Assistant — Use natural language to find and act on data
• Knowledge Base — Deep dive into semantic search