Keyword Tab

Seaches and Groups enable you to find hooks for your approach to each Account, and plan your next steps accordingly.


On the Searches tab, you can see both your Groups and your Search Terms.


Adding a new Search Term

If you click the "Add Search Term" button, a box appears. On the top, you have a search bar for you to put in a search term, much like how you would use a search engine. You can also configure the type of the question, the source of the content, and the grouping of this search term. Hit the green check to save as a new search term.


How do we search?

You can search exactly like you do on common search engines like Google and Bing, with a few more additions to make our search results specific and actionable. There are four types of controls to refine what you are searching:

1. Search term 2. Question Type 3. Source 4. Group

Search term

At its most basic form, you can put in some keywords into the search box, and any insight that matches at least one keyword will be returned. This means that a search for artificial intelligence will find any document that contains one or more of artificial or intelligence. Obviously, not all results are about AI.

Searching for phrases

So what should we do if we want to search for an phrases like "artificial intelligence"? You can surround a phrase by double quotes:

"artificial intelligence"

Searching for words near each other

While an exact query (eg "devops security") expects all of the terms in exactly the same order, a proximity query allows the specified words to be further apart or in a different order. For example, with the below search, we find any insight that contains both DevOps and security, but there can be up to 4 words between these two keywords.

"devops security"~5‌

The closer the text in a field is to the original order specified in the query string, the more relevant that document is considered to be. When compared to the above example query, the phrase "devops security" would be considered more relevant than "devops enabled security".

Must-haves and must-not-haves

Include a + to make sure a keyword shows up. Include - to have it not show up. For example, this search

blockchain +regulation -GDPR‌

means that:

  • regulation must be present
  • GDPR must not be present
  • blockchain are optional — their presence increases the relevance

Grouping and boolean operators

Multiple terms or clauses can be grouped together with parentheses, to form sub-queries:

(artificial OR augmented) AND intelligence

In the example above, we are looking for either "artificial intelligence" or "augmented intelligence". Because QuantCopy enables you to run 100,000s of searches at the same time, it maybe be clearer to just split this into two searches!‌

Adding a new Group

You can structure the layout of your Insights page by grouping searches. This means that if a search results comes back from a particular search, it would be placed within the right Group. Let's see how this works on a sample search like "digital transformation".