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
Azure Storage Connector
Confluence Cloud Connector
Confluence Server Connector
Custom Connector
DotCMS Connector
Dropbox Connector
Google Drive Connector
Oracle Knowledge Connector
Salesforce Connector
ServiceNow Connector
SharePoint Connector
Zendesk 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
Smart Hibernation

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

Configuring General Settings

Introduction

This section summarizes the activities centered around your SearchAssist app, from creation to app maintenance. The Manage tab allows you to configure general settings, and manage the team.

Generate credentials and deploy the SearchAssist app in your preferred channel. You can monitor usage, and billing matters, and select a plan.

General Settings

Configure or manage SearchAssist app settings. For more information, see  General Settings.

Managing Channels

Set destination for your SearchAssist app. For more information, see Managing Channels.

Managing Credentials

Configure Credentials to enable channels and API Scopes for your SearchAssist app. For more information, see Managing SearchAssist Credentials.

Team

Manage members who collaborate on building and maintaining the SearchAssist app. For more information, see Collaborating with your Team.

Billing and Usage

Plan Details

Click Manage > Plan Details to see your current plan and available options. You can also see usage details.

Usage Log

Click Manage > Usage Log to see app usage details. You can also see pricing options designed to meet a variety of business needs. See Plans, Billing, and Usage.

Invoices

If you have any subscription plans, view the invoices here.

General Settings

The General Settings involve configuring or managing the settings pertaining to the virtual action results. SearchAssist gives you the flexibility to configure the results from the actions of a linked Virtual Assistant.

Actions

As a business user, you can choose how the action’s execution behavior will be experienced by the end-user. 

The actions pertaining to the winning intent can either be 

  • executed automatically or 
  • listed like action prompts alongside other informative search results like FAQs and pages to select from. For example “Pay bill”(action prompt) along with the FAQ, “How to Pay bills” 

SearchAssist allows you to configure the position where and how Virtual Assistant action results are displayed. The Actions option allows you to display Virtual Assistant action results either at the top or at the bottom in the search results, prompting the end-user to select the desired action for further execution.

Furthermore, as a business user, you can pre-configure how the virtual assistant action results are displayed. By default, they are listed in Grid mode which you can change by applying other templates from Choose Template.  

Note: These options are available only if your SearchAssist App is already linked to a Virtual Assistant as described in Linking your Virtual Assistant.

Refer: Linking Your Virtual Assistant


Follow these steps to configure Virtual Assistant actions in a search result:

  1. Click the Manage menu tab. The General Settings page displays.
  2. Under the Actions page heading, when you choose the “Do not auto-execute the winning intent.” option you can configure the user experience further by selecting either 
    • Show Actions at the Top, or
    • Show the Actions at the Bottom

In either case, you can choose the template to display the results from the Choose Template

 

Small Talk

Small Talk refers to the casual conversations that your SearchAssist App can have with the end-users. SearchAssist Apps that can cordially respond to social queries like “How Are You?”, “How was your day?”,  etc. are more likely to create a positive impression with human touch and help build a priceless rapport with the user, encouraging the adoption of SearchAssist Apps in your business.

As per your business requirements, using the toggle key you can choose to either enable or disable Small Talk in your SearchAssist Apps.

Configuring General Settings

Introduction

This section summarizes the activities centered around your SearchAssist app, from creation to app maintenance. The Manage tab allows you to configure general settings, and manage the team.

Generate credentials and deploy the SearchAssist app in your preferred channel. You can monitor usage, and billing matters, and select a plan.

General Settings

Configure or manage SearchAssist app settings. For more information, see  General Settings.

Managing Channels

Set destination for your SearchAssist app. For more information, see Managing Channels.

Managing Credentials

Configure Credentials to enable channels and API Scopes for your SearchAssist app. For more information, see Managing SearchAssist Credentials.

Team

Manage members who collaborate on building and maintaining the SearchAssist app. For more information, see Collaborating with your Team.

Billing and Usage

Plan Details

Click Manage > Plan Details to see your current plan and available options. You can also see usage details.

Usage Log

Click Manage > Usage Log to see app usage details. You can also see pricing options designed to meet a variety of business needs. See Plans, Billing, and Usage.

Invoices

If you have any subscription plans, view the invoices here.

General Settings

The General Settings involve configuring or managing the settings pertaining to the virtual action results. SearchAssist gives you the flexibility to configure the results from the actions of a linked Virtual Assistant.

Actions

As a business user, you can choose how the action’s execution behavior will be experienced by the end-user. 

The actions pertaining to the winning intent can either be 

  • executed automatically or 
  • listed like action prompts alongside other informative search results like FAQs and pages to select from. For example “Pay bill”(action prompt) along with the FAQ, “How to Pay bills” 

SearchAssist allows you to configure the position where and how Virtual Assistant action results are displayed. The Actions option allows you to display Virtual Assistant action results either at the top or at the bottom in the search results, prompting the end-user to select the desired action for further execution.

Furthermore, as a business user, you can pre-configure how the virtual assistant action results are displayed. By default, they are listed in Grid mode which you can change by applying other templates from Choose Template.  

Note: These options are available only if your SearchAssist App is already linked to a Virtual Assistant as described in Linking your Virtual Assistant.

Refer: Linking Your Virtual Assistant


Follow these steps to configure Virtual Assistant actions in a search result:

  1. Click the Manage menu tab. The General Settings page displays.
  2. Under the Actions page heading, when you choose the “Do not auto-execute the winning intent.” option you can configure the user experience further by selecting either 
    • Show Actions at the Top, or
    • Show the Actions at the Bottom

In either case, you can choose the template to display the results from the Choose Template

 

Small Talk

Small Talk refers to the casual conversations that your SearchAssist App can have with the end-users. SearchAssist Apps that can cordially respond to social queries like “How Are You?”, “How was your day?”,  etc. are more likely to create a positive impression with human touch and help build a priceless rapport with the user, encouraging the adoption of SearchAssist Apps in your business.

As per your business requirements, using the toggle key you can choose to either enable or disable Small Talk in your SearchAssist Apps.