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Search your workspace

Use the search palette to find surveys and chats, jump to settings, and start new work from the keyboard.

The search palette finds any survey or chat in your workspace and takes you to the main pages of Surbee, all from one box.

Open the search palette

Press Cmd+K on a Mac or Ctrl+K on Windows and Linux from your dashboard, for example on the home page, your projects or your chats.

Start typing to search. Results appear as you type, grouped into:

  • Actions: New survey and Import a survey.
  • Pages: Projects, Chats, Settings, Account, Billing, Connectors, Privacy, and Help and docs.
  • Surveys and Chats that match what you typed.

Before you type anything, the palette shows the actions plus your Recent surveys and Recent chats.

Keyboard shortcuts

  • Up and Down arrows move through the results.
  • Enter opens the selected result.
  • Cmd+Enter (Mac) or Ctrl+Enter (Windows and Linux) opens it in a new tab.
  • Esc closes the palette.

What is searched

For surveys, the palette searches:

  • The survey's title and description.
  • The content of the survey itself: page titles, question text, answer options and statements.

For chats on your home page, it searches the chat's title and the messages in it.

Results are ranked so the closest match comes first: an exact title match beats one that only starts with your words, which beats a match in the description or the survey content. Small typos are usually forgiven. When two results match equally well, the more recently updated one comes first.

What isn't searched

  • Survey responses. Your respondents' answers are encrypted, so they can't be searched from the palette. To search answers, open the survey's Insights page and use Search responses on the Results tab. See View and filter your responses.
  • A survey's own chat. The conversation you have with Surbee inside a survey project isn't included. Chats from your home page are.

Search only covers your own workspace. Nobody else's surveys or chats appear in your results.

Reference a survey or chat in a message

On your home page, click the button in the message box whose tooltip reads Add references, files, or import surveys, then choose Reference surveys or chats. The same palette opens, this time reading Find a survey or chat to reference. Pick a result and press Enter to add it to your message as a reference, or Cmd+Enter or Ctrl+Enter to open it in a new tab instead.

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