Search
Search runs when you press Enter or click out of the box. On Conversations, search covers the title and transcript, and matching transcript lines appear on each card. On Insights, it covers the insight text.
Searches are not case-sensitive.
Terms match the start of words: "integrat" finds "integration" and "integrations". It does not match text from the middle of a word.
Several words without quotes must all be present, in any position and order.
Words in double quotes must appear together, in that order.
Operators
Type and, or and not in lower case. Use brackets to control evaluation order.
Search | Finds |
| Both words, anywhere in the text |
| The exact phrase |
| The phrase and the word "status" |
| Either the phrase or the word |
| The phrase, excluding results containing "draft" |
| Either phrase, plus "deadline" |
| "budget" and either other word, excluding "draft" |
If a bracket or quote is not closed, you see "We could not understand your search request, please try again". Curly quotes pasted from other documents are converted automatically.
Filters
Most filters accept Is any of (include) or Is not any of (exclude).
Conversations page
Section | Filters |
Conversation | Participant, Purpose, Type, Service (where it came from), Label, Date. Gong workspace appears if you have more than one; Call line appears if Aircall is connected. |
Date | Recent period ("In the last" a number of days, weeks, months or years) or Exact dates (From and To) |
Persona | Role, Domain, Name, Title of the people in the conversation |
CRM (if connected) | Company (name, owner, size, type, industry, region, label, custom fields), Opportunity (type, owner, current and original stage, current and original status, amount, name), Product, Lead, Contact, Case, Lists. Sections appear only when your CRM uses them. |
Insight | Label, to find conversations containing insights with that label |
Insights page
The same filters, plus: Insight type with the categories for the types you select (such as Job category or Emotion category); Label and Date for the insight; and a Conversation section with its own Label filter for the conversation the insight came from. See the Insights article for what each type means.
Without a connected CRM, CRM filters show "Connect your CRM to gain access to this filter".
Reusing a view
Search and filters are stored in the page address. Copy it to share the view or bookmark it. Ask the Analyst and, on Insights, Create Topic Set both operate on the filtered results.
No results
All typed words must be present and filters narrow results as well. Remove words or filters one at a time to find which is excluding results, and check spelling.
Permissions
You only see results your role permits, so results can differ between colleagues. A colleague seeing more results than you usually reflects a difference in role scope, and someone you share a view with sees only what their role allows.