Waybook’s powerful search feature makes it easy to find the exact knowledge, processes, or steps you need. With advanced functionality and helpful insights, search is designed to help your team access information quickly and self-serve effectively.
The search bar at the top of your Waybook allows you to look for keywords across documents, steps, and categories. Whether you’re an admin or a regular member, you can use search to find the information you need in seconds.
If you're unsure which document contains the process you're looking for, simply type keywords into the search bar to explore:
Keyword Matching: Search results include subject names, document titles, descriptions, step names, and even step content.
Breadcrumb Navigation: Results now display breadcrumb paths, showing exactly where the step is located, down to the category it lives in.
Ask Integration: Relevant search terms will also trigger an Ask response, helping your team self-serve and get instant answers to their questions.
Toggle Drafts & Archives: Use the search filters to include draft or archived documents when searching.
Optimizing Your Waybook with Search Insights
Did you know you can use Search Insights to improve your Waybook? These insights provide valuable data on what your team is searching for most often, helping you:
Identify gaps in your documentation.
Pinpoint opportunities to improve training and onboarding materials.
Ensure high-demand knowledge is accessible and up-to-date.
If you’re having trouble finding specific information, check with your team admin to ensure the document or step is published. If everything is up-to-date and you’re still encountering issues, our support team is always here to help. 🙂