Adaptive AI Platform Guide
Open Global Search
Select Search in the Adaptive AI toolbar or press Ctrl+K from anywhere in the platform. Global Search opens over your current screen so you can locate a record or asset without losing your place.
- 1Select Search in the left toolbar or press Ctrl+K.
- 2Enter a contact name, phone number, email address, conversation, opportunity, page, or other identifying term.
- 3Review the grouped results and confirm you have selected the correct record or asset.
- 4Open the result to continue working, or close Global Search to return to the screen you were using.
What Global Search Can Find
- Contacts and their identifying information
- Customer conversations and communication records
- Opportunities and pipeline records
- Website, funnel, and page assets
- Other available platform records included in your user permissions
Search Safely
Opening a search result does not change the record. Review the destination before editing, sending a message, changing an opportunity, or publishing a page. Results may vary by role and permissions.