Rafiki's search functionality provides intelligent, context-aware search capabilities that adapt to your search patterns. Whether you're looking for specific phrases or partial matches, our hybrid search system delivers relevant results quickly and accurately.
Overview
The search system automatically detects your search intent and applies the most appropriate search strategy:
Single words: Uses partial matching to find related terms and variations. Don't need to enclose word in quotes.
Multi-word phrases: Uses exact phrase matching for precise results. Don't need to enclose phrase in quotes
Search Types
Single Word Searches (Partial Matching)
When you search for a single word, the system uses partial matching to find:
- Words that start with your search term
- Words that contain your search term anywhere
- Related variations and forms
Examples:
Search: bus
Matches: business, businesses, busy, subway, business plan
Search: meet
Matches: meeting, meetings, meetup, meet with client
Search: client
Matches: client, clients, clientele, client meeting
Multi-Word Phrase Searches (Exact Matching)
When you search for multiple words, the system uses exact phrase matching to find:
Documents containing the exact phrase in the specified order
No intervening words between the search terms
Examples:
Search: done business
Matches: "We have done business together"
Does NOT match: "We have done some business" or "business done"
Search: team meeting
Matches: "Weekly team meeting"
Does NOT match: "Meeting with the team" or "team weekly meeting"
Search: client presentation
Matches: "Client presentation went well"
Does NOT match: "Presentation for the client" or "client demo presentation"
Searchable Fields
The search functionality covers multiple data types across your Rafiki workspace:
Meeting Information
Title: Meeting titles and descriptions
Host: Meeting host names
Notes: Meeting notes and summaries
Date: Meeting dates and timestamps
Business Data
Account Name: Company and account names
Lead Name: Lead and prospect names
Contact Name: Contact person names
Deal Name: Opportunity and deal names
Meeting Content
Transcripts: Full meeting transcriptions
Topics/Trackers: Meeting topics and trackers
Attendees
Attendee Names: All meeting participants
Search Strategies
For Quick Discovery
Use single words to find related content:
Search: budget
Finds: budget meetings, budget discussions, budget planning
For Precise Results
Use exact phrases for specific information:
Search: Q4 budget approval
Finds: Exact discussions about Q4 budget approval
For Related Content
Use partial terms to discover connections:
Search: client
Finds: client meetings, client presentations, client feedback
Best Practices
Effective Single Word Searches
Use root words for broader results
Try variations if initial search is too narrow
Use specific terms for targeted results
Examples:
✅ Good: "budget" (finds budget, budgeting, budgeted)
✅ Good: "client" (finds client, clients, clientele)
❌ Too specific: "budgeting" (might miss "budget")
Effective Phrase Searches
Use natural language phrases
Include key context words
Be specific about what you're looking for
Examples:
✅ Good: "Q4 budget review"
✅ Good: "client onboarding process"
❌ Too vague: "budget review" (might be too broad)
Troubleshooting
No Results Found
Problem: Search returns no results
Solutions:
1. Try a broader search term
Instead of: "Q4 budget approval meeting"
Try: "budget approval"
2. Check for typos
Instead of: "clinet meeting"
Try: "client meeting"
3. Use partial matching
Instead of: "business development"
Try: "business"
Too Many Results
Problem: Search returns too many irrelevant results
Solutions:
1. Use more specific phrases
Instead of: "meeting"
Try: "client onboarding meeting"
2. Add context words
Instead of: "budget"
Try: "Q4 budget review"
3. Use exact phrases
Instead of: "client presentation"
Try: "client presentation feedback"