New in saldiaCore: a search that understands what you mean

New in saldiaCore: a search that understands what you mean

You know the information is there. Somewhere. The customer wrote it once – or was it on the phone? Was it in the ticket, the quote, a note? So you start clicking: first the CRM, then support, then projects. Five minutes later you have found it. Or you have not.

That is exactly the kind of searching we rebuilt in saldiaCore. Universal Search has been there for a while – one keystroke (⌘K or Ctrl+K), one field, everything searched at once. What is new is that it now understands what you mean instead of only checking which words you typed. And that it answers questions directly instead of handing you a list of hits.

The underlying problem: searching means guessing

Classic search works on words. You type something, the system looks for that exact string – and finds only what somebody happened to phrase the same way you did.

That sounds harmless, but it is why search frustrates people in most systems. An example from our own support: a customer writes “the payment did not go through”. Two weeks later you want to find the case again and type the way you think about it: “customer can't pay”. No results. Not because the ticket is missing, but because the two of you used different words for the same thing.

You know what follows: you stop searching and start clicking. And knowledge that sits in the system effectively becomes invisible.

Now the search understands meaning, not just words

The new search runs on two tracks. It still looks for your exact words at full speed – and additionally for the meaning of your request.

Concretely: you search for “customer can't pay” and you find “payment was not successful”, “credit card is being declined” and the WhatsApp message “the payment won't go through”. Not one of your search words appears literally in any of those hits. They simply deal with the same problem – and that is what the search now recognizes.

Two unspectacular but decisive things come with it: synonyms (search for “Faktura” and you also find “Rechnung” and “invoice” – which matters in a country with three languages) and typo tolerance. One slipped letter no longer costs you a result.

An answer instead of a hit list

Sometimes you do not want documents at all. You want a number.

Ask the search “how many open tickets does Muster AG have?” and you get a short answer at the top, in two sentences: how many are open, how many of them urgent, how long the oldest one has been waiting. Below it are the sources – clickable, so you can verify in a second what the answer is based on.

Two things mattered to us here, and they are the reason this took longer than planned:

• Numbers are counted, not estimated. When you ask “how many”, saldiaCore counts in the database – not among the handful of results that happen to be visible. An AI that infers “about ten” from ten displayed hits would be dangerous, because the answer sounds plausible and is wrong anyway.
• No answer without a source. The answer is built exclusively from your own data and always shows which parts of it. No general knowledge, no friendly invention.

It knows people, time ranges – and sets the filters itself

You no longer need to know which module something lives in and which filter gets you there. Just type the way you speak:

• “urgent tickets from Muster AG” – data type, priority and company are set automatically.
• “tickets from Sandra last week” – the search recognizes the person and the time range and turns both into real filters.
• “who worked on the website relaunch this week?” – time entries, tasks and activities for the project, neatly grouped.

This works in German, English and French. “letzte Woche”, “last month” and “cette semaine” all become the same real date filters.

One field for fifteen data types

The search cuts across saldiaCore instead of staying inside one module: tickets and ticket messages, contacts, companies, projects, tasks and comments, sales, time entries, conversations, activities and your personal focus cards.

Two data types are new, and they make a real difference day to day: published help articles from the knowledge base – so the answer to a customer question surfaces when it has long been documented – and the pages of the new internal wiki, meaning your own company knowledge.

Useful before you even type

One detail we use the most ourselves: the search shows something useful the moment it opens. Your open to-dos, overdue ones first, plus the entries you worked on most recently. That makes ⌘K not just a search box but the fastest way back into your work – even when you do not know what you are looking for.

Everyone only finds what they are allowed to see

A search that genuinely covers everything is only as good as its permissions. So saldiaCore checks for every single request what the person searching may see: time entries require the matching permission, private focus cards stay private, internal wiki pages are visible only to teams with access – and internal content never appears in the customer portal.

What is behind it technically

Short and without fog, because “AI search” today means everything and nothing:

• Hybrid instead of either-or. Under the hood a classic full-text search and a meaning-based search run in parallel; the results are ranked together. Literal matches stay strong – meaning is added rather than replacing them.
• Meaning-based search only where it helps. Type a ticket number or a company name and the search stays purely literal, and therefore maximally fast. Only for full sentences does it switch the meaning-based part on.
• Dates are calculated, not guessed. saldiaCore resolves “last week” into a real time range itself. A language model hallucinating a date would silently return the wrong results here.
• Transparent credits. Like every AI feature in saldiaCore, the answer card runs on the credit system – visible in the workspace at any time, with a monthly quota. Ordinary search consumes nothing.

Try it

If you use saldiaCore: press ⌘K (or Ctrl+K) and ask a real question – not a keyword, a whole sentence. That is exactly what it was built for.

If you do not use saldiaCore yet: the saldiaCore product page has an interactive demo of the search that you can click through directly. Everything else that landed recently is listed chronologically in our changelog – most recently two new modules and, a few weeks earlier, the Focus module.