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How to Use Global Search

Global Search lets you find records, pages, products, and settings across Kyrios from one search bar.

Who This Is For

Global Search is for any user who needs to quickly locate information or navigate to another area of Kyrios.

Use Global Search when you want to find:

  • Contacts

  • Opportunities

  • Conversations

  • Calendars

  • Funnels

  • Workflows

  • Products

  • Social Planner

  • Pages and settings

Open Global Search

Select the Search icon in the top navigation bar.

You can also open Global Search by pressing:

  • Command + K on macOS

  • Ctrl + K on Windows

The Global Search panel opens without requiring you to leave the page you are currently viewing.

Browse Searchable Products

When Global Search opens, Kyrios displays the available product categories.

Select a product to search within that area.

Available categories may include:

  • Contacts

  • Opportunities

  • Products

  • Calendars

  • Funnels

  • Workflows

  • Social Planner

  • Conversations

The products available in Global Search may depend on your account access and permissions.

Search Across Kyrios

Enter a word or phrase in the search field.

Kyrios searches for matching records, pages, and settings as you type.

For example, searching for workflow may return:

  • Workflow records

  • Workflow-related pages

  • Settings containing the word “workflow”

  • Results from other searchable products

Select a result to open it.

Search All Products

Select All to search every available product at the same time.

The All view is useful when you know the name of an item but do not know where it is stored. The number displayed beside All represents the number of available matching results.

Search Within One Product

Select a product filter to limit results to that product.

For example:

  • Select Contacts to search contact records.

  • Select Opportunities to search opportunities.

  • Select Workflows to search workflows and workflow-related pages.

  • Select Calendars to search calendar items.

Product filters reduce unrelated results and make it easier to find a specific item.

Navigate Search Results with a Keyboard

Global Search supports keyboard navigation.

Use the following controls:

  1. Press Command + K or Ctrl + K to open Global Search.

  2. Type your search term.

  3. Use the Up Arrow and Down Arrow keys to move through results.

  4. Press Enter to open the selected result.

  5. Press Escape to close Global Search.

Search by Voice

Select the microphone icon in the search field to use voice search. Speak the name of the record, page, product, or setting you want to find. Kyrios converts the voice input into a search query and displays matching results. Voice search requires microphone access in your browser or device settings.

Search Navigation and Settings

Global Search can locate sidebar pages and nested settings screens. Enter the name of the page or setting instead of manually opening menus. For example, you can search for a feature name and open the matching settings page directly from the results.

Use Ask AI from Global Search

When available, select Ask AI to submit a question related to your search.

Ask AI is separate from standard Global Search results. Standard search locates records, pages, and settings, while Ask AI responds to a written question.

Common Issues and Fixes

Global Search does not open with the keyboard shortcut

Confirm that another browser or operating-system shortcut is not using the same key combination. You can still open Global Search by selecting the Search icon in the top navigation bar.

A product does not appear as a search filter

The product may not be enabled for the account, or your user permissions may not provide access to it.

A record does not appear in the results

Confirm that the search term matches information stored on the record.

Also confirm that your user permissions allow you to view the record.

Voice search does not work

Allow microphone access for Kyrios in your browser or device settings, then try the voice search again.

Too many results appear

Select a product filter instead of All to narrow the search to one area of Kyrios.

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