2023

Scoped Search

Sales reps in large organizations have access to nearly all content in Highspot — and that abundance works against them. More content to wade through means more time searching, less time selling. Scoped Search gives reps a fast, frictionless way to search within what's actually relevant to them.

Role
Lead Product Designer
Stage
New Capability
Domain
Search & Navigation
Timeline
2023
Scoped Search Scoped search interaction or final design
+Problem / context visual

Open access — all content, no context

Open access to everything made finding anything harder

In Highspot, content lives in folder-like constructs called Spots. Large organizations accumulate hundreds of them — organized by team, region, product, or some combination of all three.

Reps with access to almost all of it face a paradox of choice. Every search surfaces results from across the entire org. The signal is buried in noise.

This isn't a rep problem. It's a structure problem. And it costs time that could be spent selling.

+Content collections diagram

Content Collections — grouping related Spots

First, a structural layer: Content Collections

Before we could scope search, we needed to introduce a meaningful organizational unit above the Spot level.

We introduced Content Collections — admin-defined groupings of related Spots. Once a Spot belongs to a Collection, every item inside it inherits that association automatically. No additional decisions required from content owners.

This made Collections especially valuable for organizations that structure content by sub-org, product line, or region — the association becomes structural, not manual.

01

Admin defines a Collection

Groups related Spots into a single logical container

02

Items inherit automatically

Every item in a Spot is associated with its Collection — no manual tagging

03

Reps search within scope

Collections become the unit for scoping search

Scoped Search

Early exploration — broad interaction patterns

Going far and wide revealed the wrong problem to solve

The first round of explorations designed for maximum flexibility — letting users scope to any Collection through the search dropdown. The logic was sound. The experience wasn't.

Surfacing every available Collection in the dropdown created a new layer of complexity at exactly the moment users needed speed. The search bar is prime real estate. It has to be fast and obvious.

Designing for all possibilities made the interaction feel like a configuration task.

BeforeScope to any collection — full flexibility in the dropdown
AfterScope to 1–3 promoted collections — simplicity first, filters for scale
+Customer research finding

Customer research — collection access patterns

Users have access to many. They care about a few.

We went back to customers with a focused question: how many Collections do users actually have access to, and how many do they realistically use?

Users had access to many collections — but would consistently engage with only 1–3. This grounded a core design principle: make frequent tasks easy, and less frequent tasks possible.

Key Finding

Users had access to many collections but functionally used 1–3. Surfacing every collection equally in the search dropdown would optimize for a scenario that rarely happens.

That meant splitting responsibility across two surfaces. The search dropdown stays clean and quick. The sidebar scales to edge cases.

01

Making frequent tasks easy

A small set of promoted collections would appear in the search dropdown — letting users scope their query before submitting, fast and contextual.

02

Making less frequent tasks possible

For less frequent cross-collection searches, filters in the results sidebar would handle it, exactly like any other facet filter

+Design principles visual

Design principles — guiding the interaction

Three principles that kept the interaction honest

The search dropdown is a dynamic surface — it responds to every click, every keystroke, every pause. The principles weren't aesthetic guidelines. They were constraints that kept the complexity from creeping back in.

01

Optimize for simplicity

Scoping must be quick and feel effortless. The dropdown is prime real estate — complexity scales through filters, not through the dropdown itself.

02

Fluid transitions

Every user action demands a response from the UI. The transitions between states matter as much as the states themselves — they create the perception of speed.

03

Bring relevance closer

Promote the Collections most likely to matter to this user in this context. Relevance is contextual, not neutral.

Scoped Search

Rest and Zero states — before typing begins

Designing a dynamic interaction means designing every state

Search isn't a static interface. The dropdown surface is constantly in motion — responding to every click, every character typed, every pause. Getting the scoping interaction right meant defining each state precisely: what's shown, what's prioritized, and how the transition happens.

We aligned the team on four states before designing any of them.

State 01
Rest
Search bar is visible. No interaction yet. Collections are not shown.
State 02
Zero + Scoped
User has clicked in but hasn't typed. Relevant Collections surface here.
State 03
Auto-suggest + Scoped
User is typing. Results populate in real time within the selected scope.
State 04
End
Query is submitted. User lands in results, scoped to their selection.
The insight

Defining and aligning on states before designing them prevented scope creep back into the dropdown. Each state had a clear job. Nothing more.

What this product taught me

Learning 01
More flexibility can mean less usability
The first design gave users every option. The research revealed they only needed a few. Constraining the surface to what people actually use — and handling scale through filters — made the interaction fast and obvious.
Learning 02
Dynamic interactions need to be choreographed, not just designed
Search is never one moment — it's a sequence of states in motion. Aligning the team on every state before designing any of them kept transitions coherent and prevented complexity from quietly returning.