Introduction to Search

General Search

The general search option is conveniently located in the top navigation bar. Use this feature to find customer accounts, calls with particular team members or customers, and calls with specific phrases.

Searching for Specific Calls

To locate specific calls, navigate to Conversations > Calls. Here, you can filter calls based on participants, deal stage, call duration, account, trackers, etc. With over 100 filters available, you can precisely find the calls you need. For further details, see our guide on finding a call.

Search Within a Call

On a specific call page, you can use the search bar in theTranscript tabon the top left panel to search for words or phrases spoken during the call. This feature lets you quickly access the information you need from any call.

If you need any further help, please contact support for further assistance at support@outdoo.ai