Module: AI

AI Search Training Guide

Use natural language queries to search across leads, contacts, deals, notes, and tickets.

10 min read

Intermediate Level

1 Core Lessons

What You Will Learn

By the end of this training module, you will be able to:

Use natural language prompts (e.g. 'Show deals above $10k closing this month') to locate records

Perform semantic searches across unstructured notes and meeting minutes

Retrieve customer history and support tickets in seconds

Filter complex multi-criteria CRM queries without building custom SQL filters

Semantic Search

Search technology that understands intent and contextual meaning rather than just exact keyword matches.

Step-by-Step Walkthrough

Follow these practical guides to master every capability of AI Search.

Lesson 1 of 1

Query your entire CRM workspace effortlessly.

Click the AI Search icon or press CMD+K (Mac) / CTRL+K (Windows).

Try queries like: 'Who are our contacts at TechCorp?', 'Which deals in negotiation have no scheduled tasks?', or 'Find notes mentioning SOC2'.

AI search saves hours spent navigating through complex tabular filters.

Common inquiries regarding AI Search in KineCRM.

No, KineCRM uses private, isolated enterprise search embeddings that guarantee customer confidentiality and data privacy.

Start tracking leads, accelerating sales, and managing customers with KineCRM today. No credit card required.