You already know the report exists.
SmartSearch finds it, the moment you ask.
SmartSearch is TapClicks’ natural language search for Report, Data, Admin, and Client list pages. Describe what you need in plain English, and TapClicks applies the right filters, sort, and search automatically.
Screenshot showing the TapClicks SmartSearch bar on a Client list page. The search field reads "Ask AI or search records," with suggested natural language queries below it, and a filtered list of client records underneath.
Why is finding the right report or client record so hard?
You built that report last quarter. You know it exists. You just can’t remember what you named it, which client it belongs to, or which combination of filters gets you back to it. So you scroll. You stack filters one at a time. You interrupt a teammate who knows the trick. Every single time, on every single list.
You’re not missing the report. You’re missing a way to just ask for it.
How SmartSearch works instead
- Try to remember the exact report, client, or file name
- Stack filters one at a time until the list narrows down
- Interrupt a teammate who “knows where that is”
- Repeat the same hunt on every list, every time
- Open any Report, Data, Admin, or Client list page
- Type what you’re looking for in plain language
- TapClicks applies the filters, sort, and search instantly
Where can you use SmartSearch?
SmartSearch runs on the four list pages you open every day. Here’s a real request on each one.
Report list
“Show every report I built for retail clients that hasn’t run in 30 days.”
Data list
“Find data sources connected to Google Ads with errors in the last week.”
Admin list
“Show inactive users who haven’t logged in since Q1.”
Client list
“Pull up every client on a specific plan tier just by describing it in plain language.”
What is SmartSearch?
Ask-AI style search, built into the lists you already use.
SmartSearch is TapClicks’ natural language search for Report, Data, Admin, and Client list pages. Type what you’re looking for the way you’d ask a coworker, and TapClicks applies the right filters, sort, and search automatically, with no exact names, saved views, or filter training required.
- Plain language search on Report, Data, Admin, and Client lists
- Applies filters, sort, and search automatically, no training required
- Respects each user’s existing permissions
How does SmartSearch change the way your team works?
Stop teaching your team how to filter. Start letting them ask.
For analysts & account managers
- Every list becomes self-service, no filter training required
- Less time hunting, more time on the client work that matters
- Get to the exact report or client record on the first try
For team leads & admins
- New hires are productive on day one, no onboarding on filter logic
- Fewer “where do I find…” interruptions during the workday
- A platform that feels as current as the rest of your stack
SmartSearch: frequently asked questions
SmartSearch is TapClicks’ AI-powered, natural language search for Report, Data, Admin, and Client list pages. Instead of remembering exact names or stacking filters, you type a plain language description of what you need and TapClicks applies the matching filters, sort, and search for you.
SmartSearch reads your typed request, for example “clients with no account manager assigned,” and translates it into the filters, sort order, and search terms that would normally take several clicks to set up manually. It also respects each user’s existing permissions, so results only ever show what that user is already allowed to see.
SmartSearch is live on Report list, Data list, Admin list, and Client list pages.
No. That’s the point. Describe what you’re looking for in your own words, such as “reports built for retail clients that haven’t run in 30 days,” and SmartSearch finds it without an exact name or saved filter view.
SmartSearch appears automatically as a sparkle icon in the search bar on supported list pages once the AI Sparkle module is enabled for your account. If you don’t see it, ask your TapClicks account team to enable AI Sparkle for your workspace.
No. Your existing filters and search are still there. SmartSearch adds a faster, plain language way to get to the same results, useful for anyone who would rather describe what they need than build a filter from scratch.
Ready to stop scrolling for the right list?
SmartSearch is live now on Report, Data, Admin, and Client list pages. See it work on your own reports and clients.
