The Room Search feature helps you quickly locate tabs, sections, files, tasks, links, and text inside a Room. Search works in real time and navigates you directly to the relevant content in context.
Search is available across all plans.
Where Search Appears
Search is available inside a Room only.
It works in:
Edit mode
Preview mode
Buyer mode
Search does not exist outside a Room.
Search & AI Client Assist
The search field supports both:
Standard Room search
AI Client Assist (when enabled)
AI Client Assist Availability
AI Client Assist is controlled at three levels:
Account Level (Admin)
Enables or disables AI Client Assist for the entire organization.
Personal Settings (User)
Defines the default AI state for newly created Rooms.
Does not affect existing Rooms.
Room Level (Room Owner)
Enables or disables AI per Room.
Works only if enabled at the account level.
Mode Behavior
Buyer & Preview Modes
“Search or Ask AI Client Assist” appears only if AI is enabled at both account and Room levels.
Edit Mode
AI Client Assist is never shown.
Search functions as standard search only.
Search → AI Behavior
If AI is enabled:
Users can click “Ask AI Client Assist.”
The AI panel opens.
The current search query is automatically submitted to AI Client Assist.
What Search Covers
Search indexes only content that is visible to the current viewer.
Buyers
Can search only visible content.
Hidden/Internal tabs, sections, and internal tasks are excluded.
Sellers (Edit Mode)
Can search all Room content.
Hidden tabs and internal tasks are included.
Indexed Entities
Search includes:
Tab names
Section names
File names and titles
Link titles
CTA headers, body text, and button labels
Text section body content
Carousel card titles
Milestone titles (Process Overview)
Task names (Next Steps)
Our Team names and job titles
Welcome section title and email
File-sharing item names
Mobile View URLs
Search does NOT include:
Subtasks
Task descriptions
Comments
Hidden sections (for buyers)
Email/phone from Our Team
Result Types & Display Rules
Search results are grouped under:
Tabs
Sections
Content
Ranking & Ordering
Results follow the Room structure:
Tab order
Section order within the tab
Item order within the section
Navigation Behavior
When a result is selected:
The correct Tab opens.
The Room scrolls smoothly to the target.
The relevant element is briefly highlighted.
Content is NOT auto-opened (no file preview, no drawer opening).
Edge Cases
Multiple matches inside a carousel show separate rows.
If multiple matches exist inside the same item, only one result row is shown.
If multiple matches occur in the same snippet, all visible instances are highlighted.
When to Use Search
Search is useful when:
A Room contains multiple tabs and sections.
You need to locate a specific file, task, or keyword quickly.
You want to navigate directly to content without manually scrolling.