Semantic Search
Find tickets, companies, contacts, deals, projects, documents and KB articles from the command palette, ranked by relevance.
What it does
Semantic search looks for records that match what you mean, not only the exact words you type. It sits in the command palette alongside the normal search.
Plan: Enterprise (AI).
How to use it
- Press Ctrl+K (Cmd+K on a Mac).
- Type what you're looking for, in normal words — for example printer paper jam or vpn keeps disconnecting.
- Normal results appear first. AI Results appear underneath, best match first, with a short excerpt.
- Click a result to open it.
What it searches
Tickets, companies, contacts, deals, projects, documents and knowledge-base articles. New and changed records are added to the index within about five minutes, and deleted records drop out.
What you'll see
You only ever see records you're allowed to open. Documents in restricted folders are left out unless you have read access to them.
How good the matching is
How it matches depends on how your workspace is set up:
- With an AI embedding provider configured (your administrator adds the key on the server), results are ranked by meaning. A search for can't get online finds a ticket titled No internet connection.
- Without one, Plenix uses its built-in matcher. It ranks records by how closely their words and phrases match, and copes with typos and word forms (firewal configuraton still finds Firewall configuration). It doesn't understand synonyms.
Switching to a provider re-indexes everything automatically.
For your IT team
- Set
VOYAGE_API_KEYorOPENAI_API_KEYin the API environment to enable hosted embeddings. The indexer re-embeds all records on its next cycle. - Embeddings are stored in each tenant's own database. Only record text is sent to the provider, and only when a key is set.
Where to go next
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