Find the answer without knowing which module holds it.
Search projects, documents, clients, people, campaigns, files, conversations, finance records and results from one permission aware company index.
“I know it is somewhere” is not a search strategy.
People remember the client, phrase, project, person or decision. They do not always remember whether it lives in Chat, Docs, CRM, Files or a campaign record. nineloops lets you search the company context, not the location of the file.
- Search across every module
- One query reaches clients, contacts, employees, projects, tasks, documents, files, campaigns, content, designs, monitoring results, finance records, chat messages, decisions and automations.
- Grouped, ranked results
- Results are grouped by module and ranked by meaning, recency, relationship and permission, so the most relevant item surfaces first rather than the most recently named one.
- Context over filename
- Type what you remember and let the index resolve it. You do not need to recall whether the answer sits in a doc, a thread, a CRM record or a coverage report.
See the whole picture, not a single hit.
A search for a client pulls together everything connected to it across the workspace. A search for a phrase shows where it appears across documents, messages, content items and coverage.
- A client in full
- Open a client to find the company profile, key contacts, active projects and current campaigns gathered from CRM and Spaces in one view.
- Live status, not stale links
- Latest documents, recent conversations, open approvals and verified coverage appear together so you read the relationship rather than chase tabs.
- Finance in context, when permitted
- Permitted finance status sits alongside the account record, so the people who should see it understand the commercial picture without leaving the result.
Search must not reveal that restricted information exists.
nineloops applies access checks before anything renders. A user should not infer a confidential employee case or finance record from a hidden result count.
- Checks before any signal
- Access is evaluated before showing a result, title, snippet, count, filter value or suggestion, so restricted material leaves no trace in the interface.
- No leakage through metadata
- Relationships, summaries and recent items respect the same checks. Nothing about a hidden record is exposed through aggregate numbers or related links.
- AI answers stay in bounds
- Any AI answer is filtered by the same permission model. It draws only on what the asking user is authorised to see and never reasons over restricted records.
One source for every file, reused without copies.
Files gives the company a managed store where a single file can be reused by several records without unmanaged duplicates drifting out of date.
- Organise and control
- Folders, upload, preview, version history, tags and favourites keep files findable, while permissions decide who reaches each one.
- Share with limits
- Share links carry link expiry, password protection and download controls, so external access stays deliberate and time bound.
- Trusted and traceable
- Audit history, file relationships, storage usage and malware scanning mean every file is accounted for and safe to reuse across the workspace.
Turn what you have already done into answers.
nineloops can build an authorised company memory from published documents, decisions, completed projects, client history, campaigns, coverage, approved reports, structured records, connected conversations and policies.
- Answers with visible sources
- AI assistance answers questions, prepares briefings and summarises history, always citing the records it drew from so you can verify before you act.
- Honest about uncertainty
- It does not make restricted information available and does not present uncertain inference as established fact. Gaps are surfaced rather than guessed.
- Practical questions, answered
- Ask what you agreed with a client, which version was approved, what is blocking the launch, who owns the next action or where the latest brand deck lives.
Questions
- What can I search across in nineloops?
- A single query reaches clients, contacts, employees, projects, tasks, documents, files, campaigns, content, designs, monitoring results, finance records, chat messages, decisions and automations from one company index.
- How does search handle permissions?
- Access checks run before any result, title, snippet, count, filter or suggestion is shown. You can never infer that a confidential record exists from a hidden count or a related link.
- Does the AI make answers up?
- No. Company memory answers questions with visible sources drawn only from records you are authorised to see, and it flags uncertainty rather than presenting inference as fact.
- Can the same file live in more than one place?
- Yes. A file in Files can be reused by several records without unmanaged copies, and version history keeps every reference pointing at the current file.
Give the company one place to find what it already knows.
Search the context, not the location. nineloops brings projects, docs, CRM, people, finance, files and conversations into one permission aware index.