How To Search and Filter Kaia Recordings

Purpose:

The purpose of this article is to provide direction to Outreach Users regarding searching, sorting, and filtering Kaia recordings in Outreach.

Intended Audience:

Outreach Users

Notes:

This article discusses options for filtering Kaia recordings. For more information on searching the Outreach platform, or additional filters and views, refer to the applicable articles listed in the Additional Resources section of this article.

Kaia Recording Search Options:

Kaia recordings can be searched using the following:

Option	Description
Meeting Title	Search Meeting recordings by Meeting Title.
Account Name	Search meeting recordings by account name.
Meeting Type	Search meeting recordings by meeting type.
Opportunity Name	Search meeting recordings by opportunity name.
Opportunity Stage Name	Search meeting recordings by the stage name of an opportunity. For more information regarding opportunity stages,
Host First Name, Last Name, or Display Name	Search meeting recordings by the host name.
Transcript Text	Search meeting recordings by transcript.
Action Item Text	Search meeting recordings by action items.
Note/Bookmark Text	Search meeting recordings by notes or bookmarks.
Triggered Content Card Title	Search meeting recordings by the title of content cards triggered to surface during a meeting.
Participant First Name, Last Name, or Display Name	Search meeting recordings by participant name.

Kaia Recording Filter Options:

Kaia recordings can be filtered by the following:

Option	Description
Account	Displays content by Account.
Date Range	Displays recordings for meetings that occurred within the user-defined parameters.
Attendees	Displays recordings by Attendees.
Meeting Host	Displays recordings by Host Name.
Meeting Name	Displays recordings by the meeting name.
Meeting Type	Displays recordings by the meeting type.
Content Card Title	Displays recordings by the title of the content card.
Content Card Category	Displays recordings by the content card category.
Duration	Displays recordings based on meeting duration.
Team	Displays recordings based on team. Note: For more information regarding teams, refer to the Team article.
Notes	Displays recorded meetings with notes.
Action Items	Displays recorded meetings with action items.
Transcripts	Displays recorded meetings with transcripts.
Opportunity Name	Displays recorded meetings by Opportunity Name.
Opportunity Stage	Displays recorded meetings by Opportunity Stage.

How To Search and Filter Kaia Recordings:

Access the Outreach Platform.
Click the Kaia icon in navigation sidebar.
Click Add Filter and add the applicable filter.
Note: Additionally, Users can input search criteria and press [Enter] to return meeting recordings meeting the applied parameters.
Click Done.

Continue to add filters to further refine the returned results.

Kaia Search Trends

A search trends graph is available on the Kaia recording page. This graph displays the count of recordings that match a given search or filter query. Aggregate on the day, week, or month level.

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