Search helps you move through Faster without remembering every menu. Use it when you know the name of a customer, page, post, media item, channel, blog, workflow, template, or recent AI session.

What this guide helps you do

• Find existing work before creating duplicates.
• Open the right customer, content item, or workspace area from a known name.
• Reference the right item when asking Faster AI for help.

Before you start

• Use the correct organization.
• Have part of the name, email, title, file name, campaign, or channel you are looking for.
• Know whether you need to open the item, mention it in chat, or compare it with another item.

Do it manually

1. Click the global search field or the search field inside the relevant workspace area.
2. Type a specific term such as a customer name, page title, post title, file name, or campaign name.
3. Open the result and confirm it is the correct item before editing.
4. If you are in chat, use context references when available to point Faster AI at the right item.
5. Search before creating new records, pages, posts, forms, or workflows that may already exist.
6. Use saved views or filters when search results are too broad.

Ask Faster AI

• Find the customer record for this email and summarize recent activity before I follow up.
• Find the page draft for our consultation offer and suggest what needs review before publishing.
• Search for recent posts about this launch and help me avoid repeating the same message.

Review before saving, sending, or publishing

• Confirm the item owner, status, date, and public URL before changing it.
• Do not rely on a similar title when customer records, campaigns, or pages share names.
• Use filters or saved views for repeated work instead of broad searches every time.

Common issues and fixes

• If results are too broad, add a date, customer name, channel, page type, or status.
• If the item is missing, check permissions and whether the tool or plugin is connected.
• If AI references the wrong item, attach or open the correct item and restate the request.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of use search to find work quickly with private customer names, emails, amounts, task details, and unpublished content blurred.
• Video placeholder: add a short walkthrough that starts from Workspace, shows the manual path, then shows how to ask Faster AI and review the result before saving, publishing, sending, or applying work.

Related help

• Understand the Workspace dashboard
• Attach context to AI chat
• Use workflow views and filters