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Search and discover

Last updated17 December 2024
Read time3 min

Contents


Who can use this feature

👤 Available on Professional and Enterprise plans

Overview

Use our advanced search functionality to find insights, ask questions, and discover new data from your workspace. Quickly find exactly what you need with quick search, and utilize exact search matching and filters to refine your search results further with deep search.


How search works

Dovetail uses semantic search to display results based on the intent and context of your search query. This allows you to find what you’re looking for without prior knowledge of note titles, highlight content, or tag names.

To start a quick search, click on the search bar or press K or Ctrl K on your keyboard and enter your query. Quick search will display projects, folders, insights, and notes with matching titles wherever they are in your workspace.

After entering your query in the search bar, click on Explore and summarize all results to open deep search.

Deep search will retrieve and rank results semantically based on meaning and keywords. This means results don’t have to match keywords exactly, nor do they have to match on meaning necessarily. Results that do both will be considered more relevant in search. You can add filters, adjust the sorting, and utilize exact matching to refine your search results in deep search.

💡 Tip: Longer queries will return more accurate search results. This means you can enter your search using natural language and in a way that makes sense to you. For example, “user problems with search interface”, “reasons for customer churn”, “why users are angry at <company>”.


Summarize your search results

Generate a magic summary of your search results. This summary will be automatically created using the top 250 results based on your search query. The summary will be generated using content from highlights, insights, and notes across your entire workspace.

Search summaries are automatically generated, but you can also manually generate one by clicking Summarize in the top right.

💡 Tip: Use filters to refine your magic summary. For example, you can choose to filter by a specific folder and date range to generate a magic summary that uses results matching those filters. This may be useful if you’re interested in focusing on specific team or project work.


Refine your search results

After entering your search, you may want to refine the search results further. Dovetail offers multiple ways to do this.

Return exact matches

Add quotation marks to your search terms to return exact results for that phrase. For example "keyword" to search for an exact term.

Without quotes, searches may also include results for similar terms (for instance, issues containing "test" may show up in a search for "testing").

Filter search results

Dovetail’s search supports filtering results by the following objects.

  • Title (text) – The plain title of the project, note, tag, or insight.

  • Content (text) – The content of the note, tag, insight, or highlight.

  • Note (multi select) – A specific note.

  • Tag (multi select) – A specific tag.

  • Project (multi select) – A specific project.

  • Folder (multi select) – A specific folder.

  • Note board (multi select) – A specific note board.

  • Note group (multi select) – A specific note group.

  • Tag board (multi select) – A specific tag board.

  • Tag group (multi select) – A specific tag group.

  • Created (date) – When the object was created.

  • Updated (date) – When the object was last updated.

Please note that not every filter listed will be available when looking at specific objects in search. For example, you won’t be able to filter by 'published’ when looking at notes only as you are unable to publish notes.

Sort your results

By default, results are sorted by Relevance, but this can be changed to their Created or Updated date or alphabetically by Name by adjusting the sorting filter at the left of the filter bar.

FAQs


Do you train on user data for semantic search or magic summaries?

No, we use a generic AI model and don’t feed it any training data to ensure user data is kept private.

Is there a hierarchy to how objects "rank" in search results?

At a high level, search pulls what is determined as most relevant to the query. Due to this, insights and highlights are more likely to "rank" higher in the results as the data on these objects are more refined and targeted.

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