Skip to Content
Intelligence ViewFilters & Search

Filters & Search

Entity type filters

The Filters tab in the left panel lets you show or hide specific entity types. Click an entity type label to toggle its visibility. The view re-renders in real time.

Common filter combinations:

  • Customers + Campaigns: see which campaigns reach which audiences
  • Customers + Opportunities: focus on buying signals
  • Touchpoints + Channels: understand communication patterns

Relationship type filters

You can also toggle specific relationship types to show or hide certain connections. This is useful for isolating attribution paths or journey sequences.

Search (Cmd+K)

Press Cmd+K (Mac) or Ctrl+K (Windows) to open the search overlay. Type any name to find and focus on it in Intelligence. The view will pan and zoom to center the selected entity.

Explorer tab

The Explorer tab in the left panel lists all entities grouped by type, with counts. Click any entity in the explorer to select it and open its detail panel.


SYNC · OK© 2026 WAYPATHBUILD · D-03SOC2 · IN PROGRESSWAYPATH.APP