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How to Use Clariti’s System-wide, Context-Preserving Search
You know the drill. An idea sparks, but the moment you try to find that one email or file, you’re knee-deep in tabs and inboxes. The result? Lost time, lost focus, and fragmented decisions.
Clariti changes that. Its system-wide, context-preserving search lets you look across mails, chats, files, and hybrid conversations from one place and retrieve results with full context intact. No tool-hopping. No second-guessing. Just clarity where it counts.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Access Clariti’s unified search directly from any workspace or conversation.
- View categorized results (Chats, Mails, Files) instantly.
- Retrieve complete conversations for context-rich understanding.
- Navigate through timelines for precision and faster referencing.
Detailed Sections
How-To: Access the Unified Search
When you click the Search in conversation bar, Clariti immediately displays a structured panel.
Steps:
- Open any Hybrid Conversation (e.g., “Marketing discussions”).
- Click the Search in conversation bar at the top right corner.
- A dropdown appears, automatically sorted into three categories: Chats, Mails, and Files.
Tips: You see everything relevant without switching tabs; the moment you click, you get a clear view of all searchable content types.
How-To: Navigate Categories and Find What You Need
Clariti’s dropdown categorizes all related content within the conversation; giving you instant visibility.
Steps:
- Browse through the Chats, Mails, or Files sections.
- Click on a specific item (e.g., “SEMrush subscription” under Chats).
Tips: This unified structure makes search intuitive, especially for hybrid conversations that mix emails, messages, and attachments.
How-To: Retrieve Conversations with Context
Clicking a result doesn’t just open a message. It opens the entire thread of that conversation, including messages, replies, and shared files.
Steps:
- Select the desired search result (e.g., “SEMrush subscription”).
- Clariti opens the full chat thread, showing all participants and their messages.
Tips: Every search result is context-rich; you see who said what, when, and why.
How-To: Use the Timeline for Precision
Even long conversations are easy to scan when you use the built-in Timeline.
Steps:
- Once a conversation opens, locate the Timeline panel on the right-hand side.
- Use it to jump to a specific message, date, or file instantly.
Tips: Perfect for revisiting key decisions made weeks or months ago without scrolling endlessly.
Supplementary Links
- Clariti Features Overview: Share Chats and Conversations
- Related Tutorial: Saved searches & search history control
By using Clariti’s unified, context-preserving search, you’re not just finding data; you’re preserving decisions, saving time, and building a clearer path for teamwork.
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