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KretaOS 101

Search your book

Find any client, person, deal, task, message, memory, note, comment, recording or file — from ⌘K on a computer or the magnifier on a phone.

Updated 4 Nov 2026

Search looks through your whole book at once: clients, people, deals, Agenda tasks and teammates by name, and the words inside messages, memory, a client's About text, team comments, recording notes and Library files. Searching never uses AI credits.

Open search

  • On a computer, press ⌘K (Ctrl+K on Windows), or press Search at the top of the side rail.
  • On a phone, tap the magnifier in the top bar. It is also the first row of the account menu (your initials, top right).

Type a few letters

Results appear as you type, two letters or more:

  • Best match shows the three strongest results, whatever they are.
  • Below it, results are grouped: Clients, People, Team, Deals, Agenda, Messages, Memory, Notes, Comments, Recordings and Files. The words you typed are in bold, and a message or note shows the lines around them.
  • A name counts more than a mention: typing Mehta lists Mehta Textiles before a message that mentions Mehta. When two results are equally good, the more recent one comes first.
  • A small typo is fine. Rifex still finds Refex Industries, and a name typed in Hindi, such as दीपक, finds Deepak.

With nothing typed, Recently opened lists the clients and people you opened lately on this device.

See every result

At the bottom of the list, pick Search everything for “…”. The results page shows more of each group and also finds messages and memory that mean the same thing in other words. Narrow it with the filters under the box: All, Clients, People, Deals, Agenda, Messages, Memory or More (notes, comments, recordings and files), and 30 days, 90 days or All time. A period narrows what was said and done; clients and people found by name always stay.

Ask about what you found

At the bottom of the results page, Ask AI about this hands your words to Ask AI, which reads your book and answers in a sentence or two. That uses one credit, like any message to Ask AI.

Good to know

  • You only find what you can already see. Synced mail, a teammate's own WhatsApp and private recordings follow your workspace's privacy settings, and a private Library file stays its owner's.
  • Archived clients, and anything on them, are left out. Find them under More (⋯) › Archived on Clients. See Archive and bulk actions.

Related

  • Finding your way around — The side rail, the top bar's Log and Record, the Ask AI pill, search, the bell, and how the phone layout differs.
  • Ask AI, first steps — Open Ask AI, ask about your clients in plain words, and let it log, remind and draft for you while you stay in charge.
  • What becomes memory — Which touches KretaOS reads for facts and promises, what it deliberately throws away, and what it never reads at all.
  • Archive, bulk actions and export — Act on many clients at once, archive the ones you no longer work, and export the list you are looking at.
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