At Kiite, we're always releasing new updates and features. We'll keep this article up-to-date with new additions, so come back to check it out from time to time to get even better search results!

There are a few best practices to ensure you and your team members have easy access to your Cards and Playbooks through search. The key things to remember are: title, tags, phrase search, and logic operators.

Title

The title of your Card or Playbook is a key way to indicate the scope of your content, both to your team and to our system.

When titling your card, consider the key words you and your team members would search to find this content. This may be different from a title you originally envisioned. See example below:

Option 1

Title: Amar's Cheat Sheet

Body: Sales is hard. Here's how I can close more deals:

Tags: sales, cheat sheet, closing

Option 2

Title: Sales Cheat Sheet - Closing Deals

Body: Sales is hard. Here's how I can close more deals:

Tags: sales, cheat sheet, closing

The title in Option 2 has two additional key words, which more accurately represent the content in the body of the card. They also further overlap with the tags.

Tags

Tags have substantial weight in search, so the better your tags, the more accurate your search results will be!

You might be asking, what is a "better" tag?

After you create a card, take a look at the title and the body. Locate any key words within the content you've already created, and add them as tags by hitting enter.

Now, consider any additional words that may not be in your content, but would be used to search for this card. See example below:

Option 1

Title: Sales Cheat Sheet - Closing Deals

Body: Sales is hard. Here's how I can close more deals:

Tags: sales, cheat sheet, closing

Option 2

Title: Sales Cheat Sheet - Closing Deals

Body: Sales is hard. Here's how I can close more deals:

Tags: sales, cheat sheet, closing, tips, end of funnel

In Option 2, the tags "tips" and "end of funnel" were added to the card. Although these key words are not present in the content, a user could easily type them into search expecting to find this card.

Pro tip: Adding your key words to the title of your card AND the tags will increase the likelihood of your card appearing in those search results.

To see and manage the tags that you and your team are already using, you can access the tag manager at playbooks.kiite.ai/tags. Read more about tag manager here.

Quoted Search Terms (Phrase search)

Playbooks supports searching with key words, as well as quoting a specific set of words to make a phrase. You can complete a phrase search by typing your phrase in "quotation marks" within the search bar.

When a phrase is given, there is extra weight to matches that include the phrase exactly as you’ve written it.

All of the words in the quoted phrase will be included, not just the key words. Words in the phrase will still be searched, and extra weight will be added when those words are found as a phrase.

Multiple quoted phrases can be given in one search.

Search with logic operators

Playbooks supports AND, OR, NOT as special logic operators. When you include any of these operators in your search, it will be treated as an advanced search to get more refined search results!

To use logic operators, here are the basic rules:

  • Use NOT to exclude certain assets from your search results
  • Use AND to enforce that a combination of assets presents in your search results
  • Use OR to indicate a possible replacement for your search term or phrase

As an example, searching for objection "sales tag” AND “customer success” NOT marketing states that:

  • Sales tag and customer success must be present as a phrase
  • Marketing must not be present
  • Objection is optional

In this example, objection is optional because terms or phrase separated by whitespace are not required to present in search results, unless there are special operators.

When using AND as a logic operator, the single term or phrase around must present in your search results. For example, if you search for sales development AND marketing rules, then development and marketing must present, but sales and rules are optional.

However, if you search for sales development AND "marketing rules” then development and marketing rules must present, since it's a quoted phrase, and sales is optional.

Similarly, the single term or phrase after NOT must not present in your search results, and the single term or phrase after OR is optional.

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By implementing these tips, you and your team should begin to see even more accurate search results. Happy titling, tagging, and phrase searching!

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