# AI Search, Find Similar, and AI Research Fields Karmaflow.ai indexes every conversation, note, activity, contact, company, and deal in a per-tenant vector store. The same index powers global semantic search, "find similar" panels, AI-research fields, the smart-timeline "most relevant context" panel, and the deal-health and coaching workers. This article covers the user-facing surfaces. All of these features degrade gracefully — if the vector store is unreachable, the affected panel returns an empty result with a soft-fail message and the rest of the page keeps working. ## Global Semantic Search The search bar in the top nav (or **Cmd+K** / **Ctrl+K**) runs two queries in parallel and merges the results: - **Exact / fuzzy** — name, email, phone, subject-line matches on contacts, calls, chats, emails, SMS. - **Semantic** — embedded-text similarity across Notes, Activities, Contacts, Companies, Deals, and Custom Object Records. Results are deduped by `(sourceType, sourceId)` and ranked together so you can find "calls where the prospect mentioned HIPAA" without typing the exact phrase. ## Find Similar The **Find similar** panel on Contact, Company, and Deal detail pages calls the per-tenant vector index for neighbours of the same entity type, scored by cosine similarity over the embedded "record card." Useful for: - "Show me other contacts that look like this one" (similar profile, similar interactions). - "Which past deals look like this one?" — pairs especially well with the deal-health score. - Lookalike companies grounded in your own customer base, not the public web. ## Most Relevant Context (Smart Timeline) The **Most relevant context** panel on Contact and Deal detail pages surfaces the top semantically-relevant historical interactions for the record — not just the most recent ones. For an account exec opening a deal cold, this is the difference between "let me read the last 30 days of notes" and "here are the six conversations that matter." ## AI Research Fields Define a custom attribute as an **AI-research field** in **CRM → Setup → Custom Fields** and click **Enrich** on any record to auto-fill it from your own data plus optional web search, with cited sources. Full walkthrough in [Enriching Records with AI](/help/crm/enrichment). ## Auto-Tag Suggestions Auto-tagging clusters Activities semantically and surfaces candidate tags (e.g. "pricing-objection", "HIPAA-question", "wants-multi-year") that you can one-click apply. Approved tags feed back into filters and lifecycle automations. ## Natural-Language List Builder For tenants on the AI list-builder, the NL prompt box on the saved-views page accepts queries like "VPs of Engineering at Series B fintechs in NYC who opened email in the last 14 days." It compiles to a hybrid vector + structured-filter query and saves the result as a [Saved View](/help/crm/saved-views). ## Inbound Triage When a new form-fill or inbound email arrives, the triage service embeds the message, retrieves the closest closed-won contacts, and suggests the best owner (the rep who closed those deals) plus a lifecycle stage based on the closest cohort. Surfaces in the inbound row's detail panel. ## Sales Coaching Dashboard The coaching surface for any call detail page (`/internal/coaching/calls/:callId`) compares the candidate call against semantically similar calls whose contact later closed a deal. Returns: - **Strengths** — what the candidate already does well. - **Gaps** — what the top performers said or did differently. - **Drills** — specific coaching drills with example scripts. Powered by the same vector index, so coaching feedback is grounded in your tenant's own top-performer transcripts — no cross-tenant data leaks. ## How It Stays Fresh Every write to Note / Activity / Contact / Company / Deal triggers a fire-and-forget embed via the indexer plugin. Backfill jobs handle historical data on tenant onboarding. Embedding model and version are stored on every chunk so a model swap can re-embed in the background without breaking running queries. ## Where to Go Next - [Saved Views](/help/crm/saved-views) — turn a semantic query into a reusable preset. - [Forecast](/help/crm/forecast) and [CRM Dashboards](/help/crm/crm-dashboards) — the headline reports backed by the same data.