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Searching with Gustav

Use the Gustav workspace to search across your contacts, properties, tickets, and more in plain language — then read, refine, and act on the results.

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Written by Nick Laffey

Time required: 6 minutes

Prerequisites:

  • Access to Captured Knowledge

  • Gustav enabled for your team (you see Gustav in the sidebar)

Expected results: After reading this article, you will know how to open the Gustav workspace, run a search in plain language, read the results, and use files, conversation history, and the speed setting.

Searching with Gustav

You need to know which apartments a tenant occupies, or every open case in a building, or who the service provider on a work order was — and you'd rather just ask than click through filters. The Gustav workspace searches across all of your data in plain language, in German or English.

Opening the Gustav workspace

Click Gustav in the sidebar. The welcome screen appears with the heading "Where should we start?", an input field, and a few starter suggestions for getting started.

Starting a search

Type what you're looking for and press Enter, or click one of the three starter suggestions to begin:

  • Search Tenant by Name

  • Find Open Cases for a Building

  • Report Property Damage

A suggestion fills the input with an opening phrase — complete it (for example, add the name or address) and send. You don't need the suggestions, though; plain questions work just as well:

  • "Find Max Mustermann and show me his properties"

  • "Get the ERP tickets for the tenant at Musterstraße 12"

  • "Find the company Muster Installation GmbH — an installer"

What you can search for

Gustav searches across ten kinds of records:

  • Contacts - tenants, owners, and other people

  • Service providers - contractors and companies

  • Buildings and properties - addresses and the individual units within them

  • Cases - your support cases in Captured Knowledge, open or resolved

  • Work orders, ERP tickets, and damage reports

  • Emails

  • Real Estate - a combined people-and-place view. This is the best starting point when you search by a person's name or an address, because it links the occupant, the unit, and the building together.

Reading the results

Results appear as cards. Each card shows the record type, a title, its status and category, and a few key details. From a card you can:

  • Click the title or View details to open the full record

  • Click Open in ERP to jump straight to the item in your property management software

Gustav uses fuzzy matching, so when several records look similar — two tenants with the same name, say — it shows you the candidates and lets you pick the right one.

Asking follow-up questions

A search is a conversation, not a single query. Once Gustav shows a result, you can refine without starting over:

  • "Show just the open ones"

  • "And his work orders?"

  • "Which building is that unit in?"

Gustav remembers what it just found, so you can narrow down step by step.

Working with files

You can hand Gustav a file to work from. Drag an email or document into the chat, paste it from your clipboard, or use the Attach file (or paste from clipboard) button. Gustav reads the file and can act on what's inside — for example, paste a tenant's complaint email and ask Gustav to find the tenant and the affected property.

Conversation history

Your searches are saved. Open Conversations to return to an earlier one, or start a New chat when you move on to a different topic. Coming back to a conversation later keeps all of its context.

Choosing speed or depth

A Fast / Normal switch lets you trade speed against thoroughness. Fast answers quicker and is right for standard queries; Normal is slower but works through complex, multi-step questions more carefully. Fast is suitable for most things and is therefore the default — switch to Normal when a question is more complex.

From search to action

Gustav can do more than find things. Once it has the context, you can ask it to draft an email, a work order, or an ERP ticket from what it found. Those drafts always wait for your review before anything is sent or created — see Getting the best out of Gustav.

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