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Find data in a view with AI (preview)

[This article is prerelease documentation and is subject to change.]

Users can find, filter, and sort their data quickly with natural language, bypassing complicated advanced filters. If your administrator has turned on Natural Language Grid and View Search, then the natural language search box will be visible.

Use smart grid natural language search to ask data-related questions in natural language. For example, request “cases with high priority with overdue follow-up by date” to filter your view and display only those relevant cases.

A screenshot of the natural language search box on grid page

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Supported features

  • Filtering of record
  • Sorting
  • Text search

Known limitations

These capabilities aren't supported:

  • Query aggregation
  • Query grouping
  • Adding columns

Considerations

  • After you run a query, check the generated filter tags to make sure that the filter conditions were correctly interpreted from your natural language query. If any part of your query is missing from the filter tags, the results aren't filtered by that condition.
  • If Copilot doesn't give the desired results, consider modifying your query by:
    • Refer to data columns by the names shown in the grid header.
    • Separate multiple conditions with commas or periods.
  • If your search string has two words or fewer, Copilot does a text search. To do a Copilot search, use more than two words. To do a text search with more than two words, put the search term in single or double quotes.