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CPQ

Selected UX case

AI Search

Search across the whole product that also understands questions, from the header dropdown to a full results page with an AI summary.

Full results page for «СтройМонолит»: a MagicPad summary on top, then documents and instances with highlighted matches

01 Context

One search for the whole product.

BusinessPad holds deals, tasks, processes, documents, counterparties, finance operations, reports and settings. Search covers all of them, from a field in the header and a larger search dialog.

Not every query is a keyword. Some are questions, like «Как создать задачу?». The design lets MagicPad answer those in the same place.

Header search before typing: recent items and quick actions
Before typing: recent items and quick actions.
Header search dropdown with «Спросить MagicPad», results by section and a link to advanced search
While typing: results by section, plus «Спросить MagicPad».

02 Problem

Lists of matches do not answer questions.

Across that many entity types, a flat list of matches is hard to scan, and a question gets no useful answer from it at all. When nothing matches, the user hits a dead end.

03 Design approach

Search first, assistant when it helps.

Results are grouped and counted by section so the user can narrow down quickly. The assistant appears as a row at the top of results, as an inline answer when there are no matches, and as a summary on the full results page.

Search dialog opened for the first time: categories on the left and an «ИИ поиск» empty state
Search dialog · 1 / 6 · First open

04 Solution

From a quick match to a summarised answer.

The full results page leads with a MagicPad summary of what was found about the query, with links to the source objects. Below, each result shows where the match was found, including file metadata when text recognition is not available.

Full results page for «СтройМонолит»: a MagicPad summary on top, then documents and instances with highlighted matches
  1. 01

    Counts per section

    Including a separate «Ответ MagicPad» group.

  2. 02

    AI summary first

    What is known about the counterparty, with source links.

  3. 03

    Why it matched

    The matching text, highlighted.

  4. 04

    Honest about limits

    «OCR недоступен», so the match came from metadata.

05 Key decisions

Key decisions

  1. 01

    Every result says where it lives

    Section labels and icons on each row.

  2. 02

    Counts before clicks

    Categories show how many matches they hold.

  3. 03

    No dead ends

    An empty search offers to ask MagicPad, and questions get an inline answer.

  4. 04

    Escalation is one click

    «Продолжить в MagicPad» and «Открыть в MagicPad» carry the query over.

  5. 05

    Matches are explained

    The matching fragment is highlighted, with its source.

06 Outcome

What was designed

Figma screens for header search, the search dialog in two layouts with first-open, recent, results, no-results and question states, and a full results page with an AI summary. These screens sit on a page the file labels «Черновик» (draft).