Dashboard Search (⌘K / Ctrl+K)

Pages — type the name of any section in the sidebar, such as Integrations, Workflows, Availability, or Meetings. The search also understands synonyms and keywords, so typing billing finds the Subscription page.

Settings — type a specific setting name, such as Two-factor Authentication or Password. Selecting a setting result opens the containing page and scrolls directly to that field so you do not have to search the page yourself.

Scheduling pages — type the name of a scheduling page. Each result shows the avatars of its hosts (up to three, with a +N for the rest), or the owner, team or workspace when the page has no hosts. Selecting a result opens the scheduling page for editing.

Workflows, routing forms and AI agents — type a name to find them directly. AI agents that are switched off are marked Inactive, and an AI agent's phone number is shown under its name.

Meetings — type an invitee name or email address. The most recent matching meetings appear as results. Selecting one opens the meeting detail.

CRM contacts and companies — type a contact name, company name, or email address. Matching people and company records appear directly, with their avatar. A person's email address and phone number are shown under the name; a company shows its website as a link that opens in a new tab. CRM search is available on plans that include CRM access, and only lists records you are allowed to read.

Questions — type a plain-language question such as how do I create a routing form or update availability. The search strips filler words and suggests the page that best answers your question.

Use the ↑ and ↓ arrow keys to move between results, and press Enter to open the highlighted item. You can also click any result directly.

Move the mouse over a result to reveal small icon buttons at its right edge. Hover over a button to see its name. Clicking a button runs the action without opening the result itself.

The copy actions keep the search open, so you can paste the link or number and carry on. Every other action closes the search and takes you to the page.

Type what you want to create, such as new scheduling page or new contact, and look in the Create group. Selecting a command takes you to the matching page and opens its create dialog there. The search stays open until the dialog is ready, so you never see a half-loaded page in between.

These commands are available:

A command is only listed if you are allowed to create that item — for example, inviting users needs an owner or admin role, and CRM commands need edit access to that CRM object. If the page cannot create the item after all, such as when you have reached a plan limit, it stays open and tells you why.

Going back: a create dialog that you opened from the search has a small arrow (Back to search) at the left of its title. Click it to close the dialog and return to the search with your query and the command you chose still in place.

If you can manage your subscription, pages, settings and create commands that your current plan does not include are marked with a purple upgrade badge that names the plan you need — the same badge you see in the sidebar. Selecting one opens the plans dialog instead of the page, so you can upgrade and pick up where you left off. These results are not saved in your Recent list, and features that your plan does not include return no records in the search.

If you cannot manage the subscription yourself, ask your workspace owner to upgrade.

When you open the search without typing anything, a Recent group shows the last pages and settings you navigated to from the search — up to five. These are stored in your browser only. No names, email addresses, or record details are saved, only the page identifiers, so your data stays in Zeeg.

When your query does not match any page, setting, or record, a Search the Help Center for "…" item appears at the bottom of the list. Selecting it opens the Zeeg help center in a new tab and runs your query there. Personal information — email addresses, phone numbers, invitee names, and booking numbers — is never sent to the help center. Only the words that appear in help articles are forwarded.

The dashboard search requires a paid plan or an active free trial. It is not shown on the free Starter plan, during the initial onboarding setup, or on sign-in screens. If you are on a paid plan or trial and still cannot open it, try refreshing the page.

Yes. Type an invitee's email address and matching meetings or CRM contacts will appear. Email addresses are treated as record lookups and are never sent to the help center or to Zeeg's AI assistant.

For short queries (one or two words), the search works entirely within the dashboard — nothing leaves your browser for any AI. For questions of three or more words that return no matching page or record, the search may ask Zeeg's AI assistant which dashboard page best fits your question. Queries containing email addresses, phone numbers, or any query that already found a matching record are never sent out.

Try a synonym or a keyword. For example, type members instead of Users, or API key instead of Access Token. You can also type a short question such as invite a colleague to let the search suggest the right page.

The search only lists a create command when you are allowed to create that item. Check your role in the workspace and, for CRM, your access to that CRM object. Commands for features that are not part of your plan appear with an upgrade badge if you can manage the subscription.

The page checks its own limits when it receives the request. If you have reached a limit, such as the maximum number of API tokens or webhooks, the page opens without a dialog and shows why you cannot add more.

Yes. Press ⌘K or Ctrl+K to open, type to filter, use the ↑ and ↓ keys to move between results, press Enter to open the selected item, and press Esc to close. The quick-action buttons on a result are reached with the mouse.