Everything SmartSearch Can Do

Every interaction with SmartSearch follows the same pattern:

The AI does the heavy lifting — understanding intent, extracting data, assembling the action — and you stay in control with a final confirmation. No guessing, no black boxes, no actions taken without your approval.

Below, you'll see every card organized by category. Each one shows a real prompt example (what you'd type into SmartSearch) followed by the actual card it produces.

SmartSearch handles everything from quick one-off messages to bulk outreach across your entire contact list. It resolves recipients by name, handles ambiguity when multiple contacts match, and drafts context-aware messages you can edit before sending.

6 cards in this category:

• Messaging Card — Send a message to a resolved recipient, or pick from candidates when the name is ambiguous
• Conversations Card — View recent threads with unread counts and inline AI-generated replies
• Conversation Summary Card — AI-generated breakdown of topics, decisions, action items, and open questions
• Multi-Message Card — Send personalized messages to multiple people at once
• Add Contact Card — Quickly create a new contact with extracted name, email, phone, and type

From simple showings to multi-participant meetings with time voting, SmartSearch handles the full lifecycle of event management. It extracts dates, times, locations, and participants from natural language, and even detects meeting requests buried in your conversations.

6 cards in this category:

• Event Scheduling Card — Create events with proposed times, locations, and participants
• Calendar Events Card — View upcoming events with participant statuses and time voting
• Booking Card — Book a professional service with a confirmation form
• Bookings List Card — View confirmed and pending professional service bookings
• Meeting Request Card — Detects meeting requests from your conversations and lets you schedule directly

Find, evaluate, book, and review professionals — all through natural language. SmartSearch surfaces ranked results with ratings, pricing, and network connection degree, then lets you request quotes or book directly.

3 cards in this category:

• Professional Card — Search results with ratings, pricing, and connection degree
• Review Request Card — Ask a client to review a professional you've worked with
• Quote Request Card — Request a quote with project description, timeline, and budget

SmartSearch isn't just for actions — it also helps you get where you need to go. Ask for a product, a settings page, or what to do next, and it surfaces the right destination instantly. After completing an action, it shows a confirmation card with all the details.

5 cards in this category:

• Navigation Card — Quick links to products, pages, and actions
• Action Suggestions Card — AI-recommended next steps based on your recent activity
• Settings Navigation Card — Jump directly to a specific settings page
• Completed Action Card — Confirmation with all the details of what was just done (event scheduled, message sent, contact added)

Generate social media posts, search your notes, build websites, and update website sections — all through conversation. These cards connect SmartSearch to your content workflow so you can create and publish without leaving the AI interface.

4 cards in this category:

• Social Post Card — Generate social media templates for your properties
• Notes Action Card — Surface relevant notes and tags from conversations and your CRM
• Site Builder Card — Create a Page Engine website for a professional
• Section Update Card — Update website sections using natural language

Manage your subscription, surface urgent messages that need immediate attention, and track messages you haven't responded to. These cards keep you on top of the operational side of your business.

4 cards in this category:

• Upgrade Card — Compare plans or upgrade directly
• Urgent Messages Card — Time-sensitive messages flagged for immediate attention
• Unanswered Messages Card — Messages still waiting for your response, with time tracking