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Search in Rafiki

How search works in Rafiki

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated this week

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"

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