Heap CRM Search – Detecting Intent

Heap CRM has an amazingly powerful search system. With the use of bucket selectors you can drill down into your data and analyze every aspect of your business. However, bucket selectors are often confusing to new users.

Heap CRM now tries to detect intent on simple searches (searches without bucket selectors or boolean operators). For instance, if you searched messages for:

fireplace receipt info@acme.com mark@acme.com

You probably intended to search e-mails between "info" and "mark" for the words "fireplace" and "receipt". So, Heap rewrites this search request as:

fireplace receipt email:info@acme.com email:mark@acme.com

Additionally, if you searched messages for:

James Doe invoice 1234

You probably intended to search messages associated to "James Doe" for "invoice 1234". So, Heap rewrites this search as:

invoice 1234 association:James Doe

Let's say you searched prospects for:

(509) 000-0000 customer

You probably intended to search for a customer with a particular phone number. So, Heap rewrites this search as:

phone:(509) 000-0000 type:customer

Many more examples exist, but obviously this will never be as accurate as when you use the bucket selectors yourself.

You might also notice (at times) an optional notice that says:

Did you mean "X"

This happens when Heap is less sure what you intended.

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