Who can use this
- Users searching for prior meetings, emails, or uploaded documents.
- Managers reviewing source context before asking Ergo to summarize.
Before you start
- Connect the source you expect to search.
- Enter at least two characters in the search box.
- Confirm the user has access to the relevant meetings, email threads, or documents.
Steps
- Open Search.
- Enter a query.
- Optionally filter by source type or attendee.
- Review each result’s text, source type, route, document name, date, deal IDs, and other metadata when shown.
- Open the underlying record before relying on a result.
- Use pagination controls when there are more results.
What to expect
- Supported search entity filters include meeting, email thread, and user document.
- Results can include a route to the underlying entity when Ergo can link it.
- Search results are paginated, with a default page size of 20 in the current UI.
- Search freshness depends on source ingestion and indexing.
- Search does not bypass permissions.
Common issues
- The query is shorter than two characters.
- A filter excludes the result.
- The source has not synced or indexed yet.
- The record exists but the user does not have access.
- A result has useful text but no direct route.