GETTING STARTED
SearchAssist Overview
SearchAssist Introduction
Onboarding SearchAssist
Build your first App
Glossary
Release Notes
What's new in SearchAssist
Previous Versions

CONCEPTS
Managing Sources
Introduction
Files
Web Pages
FAQs
Structured Data 
Connectors
Introduction to Connectors
SharePoint Connector
Confluence Cloud Connector
Confluence Server Connector
Zendesk Connector
ServiceNow Connector
Salesforce Connector
Azure Storage Connector
Google Drive Connector
Dropbox Connector
Oracle Knowledge Connector
DotCMS Connector
RACL
Virtual Assistants
Managing Indices
Introduction
Index Fields
Traits
Workbench
Introduction to Workbench
Field Mapping
Entity Extraction
Traits Extraction
Keyword Extraction
Exclude Document
Semantic Meaning
Snippet Extraction
Custom LLM Prompts
Index Settings
Index Languages
Managing Chunks
Chunk Browser
Managing Relevance
Introduction
Weights
Highlighting
Presentable
Synonyms
Stop Words
Search Relevance
Spell Correction
Prefix Search
Custom Configurations
Personalizing Results
Introduction
Answer Snippets
Introduction
Extractive Model
Generative Model
Enabling Both Models
Simulation and Testing
Debugging
Best Practices and Points to Remember
Troubleshooting Answers
Answer Snippets Support Across Content Sources
Result Ranking
Facets
Business Rules
Introduction
Contextual Rules
NLP Rules
Engagement
Small Talk
Bot Actions
Designing Search Experience
Introduction
Search Interface
Result Templates
Testing
Preview and Test
Debug Tool
Running Experiments
Introduction
Experiments
Analyzing Search Performance
Overview
Dashboard
User Engagement
Search Insights
Result Insights
Answer Insights

ADMINISTRATION
General Settings
Credentials
Channels
Team
Collaboration
Integrations
OpenAI Integration
Azure OpenAI Integration
Custom Integration
Billing and Usage
Plan Details
Usage Logs
Order and Invoices

SearchAssist APIs
API Introduction
API List

SearchAssist SDK

HOW TOs
Use Custom Fields to Filter Search Results and Answers
Add Custom Metadata to Ingested Content
Write Painless Scripts
Configure Business Rules for Generative Answers

Adding Channels

A channel is a connection between a communication application and SearchAssist. Your SearchAssist app can communicate with one or more channels.

  • Currently, SearchAssist allows you to configure channels only through Web/Mobile Client.

Follow these steps to add channels:

  1. Click the Manage menu tab.
  2. In the left pane, click Channels.
  3. On the Channels page, click the Web/Mobile Client card.
  4. Click the Select Credential field and choose an option: create a new credential or select an existing one.
    • App ID, Client ID, and Client Secret ID are auto-generated.
    • By default, the Channel Enabled toggle is on.
  5. Paste in the Client Secret ID.
  6. Click Save.

 

On the Web/Mobile Client’s Instructions page, find the instructions displayed in four steps:

  • Register Credential  to create a credential or register an existing credential
  • Define Callback URL of your credential that invokes the SearchAssistKit SDK events
  • Select Events required and complete the setup process
  • Click Continue
  • On the Web/Mobile Client’s Generate Token page, you can find the SearchAssist app details:
  • App ID, Client ID, and Client Secret ID are auto-generated.
    • Under the Allow Alert Task Setup section,  select any of the following options:
      • Yes, let users set up alert tasks using the web client
      • No, do not list alert tasks or allow users to set up alert tasks using the web client

Adding Channels

A channel is a connection between a communication application and SearchAssist. Your SearchAssist app can communicate with one or more channels.

  • Currently, SearchAssist allows you to configure channels only through Web/Mobile Client.

Follow these steps to add channels:

  1. Click the Manage menu tab.
  2. In the left pane, click Channels.
  3. On the Channels page, click the Web/Mobile Client card.
  4. Click the Select Credential field and choose an option: create a new credential or select an existing one.
    • App ID, Client ID, and Client Secret ID are auto-generated.
    • By default, the Channel Enabled toggle is on.
  5. Paste in the Client Secret ID.
  6. Click Save.

 

On the Web/Mobile Client’s Instructions page, find the instructions displayed in four steps:

  • Register Credential  to create a credential or register an existing credential
  • Define Callback URL of your credential that invokes the SearchAssistKit SDK events
  • Select Events required and complete the setup process
  • Click Continue
  • On the Web/Mobile Client’s Generate Token page, you can find the SearchAssist app details:
  • App ID, Client ID, and Client Secret ID are auto-generated.
    • Under the Allow Alert Task Setup section,  select any of the following options:
      • Yes, let users set up alert tasks using the web client
      • No, do not list alert tasks or allow users to set up alert tasks using the web client