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

Glossary

Here is a glossary of key search and SearchAssist platform terms.

Analytics This feature provides real-time, interactive, and smart insights about the SearchAssist app’s performance. To learn more, see  Analyzing Metrics.
Business Rules Rules personalize and fine-tune search results based on context. Rules can also be used to configure merchandising and promotions. To learn more, see Configuring Business Rules
Channel A channel connects your SearchAssist app with one or more communication apps. To learn more, see Managing Channels.  
Entity Extraction In a virtual assistant’s context, entity extraction means fetching the required information to accomplish a task via named entities or categories. The SearchAssist platform uses NLP techniques to find and track named entities from the source field. To learn more, see Extracting Entities
Experiments Test combinations of multiple indexes and search configurations with two or more variants. Use the results to select the index that can best achieve your business goals, improve search relevance, and enhance the user experience. To learn more, see Experiments with Search Variants.
Facets Facets allow users to define their own views by applying a unique set of filters. Refine search results by selecting relevant filters in parallel based on field values. To learn more, see Creating Facets.
Fields Fields are key areas identified from the data sources that can be used to create the search index schema for easy retrieval. For example, questions and answers for an FAQ source, heading, and body for files or web content. To learn more, see  Configuring Search Fields.
Field Mapping Field Mapping is a stage in the Indexing Pipeline used to perform custom mapping to the target field. 
Indexing An information processing technique that helps search engines display quick responses to user queries. SearchAssist’s algorithm applies the inverted index process and, by default, indexes all data. 
Index Configuration Configure SearchAssist app fields relevant to your business use cases. The result is more efficient document handling and customized data results. To learn more, see Managing Indices.

Index configuration involves the following processes:

  • Define Fields as the properties from the data sources that you want to include or exclude from the index.
  • Define Traits to identify specific entities or attributes that can be extracted from the users’ input.
  • Configure Indexing Pipeline Stages to transform source content into optimized documents using the Workbench. 
  • Train SearchAssist to build the index based on the configurations, especially after each update.
Indexing Pipeline Transforms content into a document suitable for indexing. The pipeline consists of a series of configurable stages. Each stage performs a set of data transformation operations before passing the resulting content to the next stage. 
Keyword Extraction  This technique automatically detects important words from the text stored in a field.  To learn more, see Extracting Keywords
Kore.ai’s Virtual Assistant or Bot A virtual assistant application built on the Kore.ai bot platform or Kore.ai’s Experience Optimization platform.
Record A record is a single object stored in the SearchAssist application. The definition of “Record” varies according to the file types.

  • Webpage: A single webpage is considered a record
  • File: Each page in a pdf, docx, txt & ppt is considered a record 
  • Image: A single png, jpg, or jpeg image is considered a record 
  • FAQ: A question-and-answer pair is considered a record
  • Structured Data: A single record in CSV or JSON file is considered a record 

For data ingested from connectors, records in different types of files are considered as per the file types discussed above. Specifically, 

  • Confluence: A confluence article is considered a record 
  • ServiceNow: A ServiceNow article is regarded as a record 
  • SharePoint: Document definition as per the above points 
  • Zendesk: A Zendesk article/ticket is considered a record
Results Ranking Use this interactive and visual tool to customize search results and support business goals. To learn more, see Results Ranking
Result Templates SearchAssist templates that can customize the display format of individual query results in a search interface. To learn more, see Designing Results Views.
Search Experience Customize the front-end design to present search results in a meaningful way for the user. To learn more, see Designing Search Experience.
Search Interface The front-end design for search users to submit queries.
SearchAssist App (in the UI) The application created on the SearchAssist platform. Use the platform to add and manage content, store indexes, test configurations, fine-tune relevance, define and apply business rules all with the broad aim of delivering a personalized search experience. 
Semantic Analysis A technique to understand the logical meaning and interpretation of words, signs, and sentence structure. To learn more, see Applying Semantic Meanings
Search Configuration This tool lets you configure search results in response to specific queries. Improve the user experience by presenting the most relevant results as per business requirements.
Sources Sources are the origins of content ingested into your SearchAssist app. Ingest static content from files and databases. You can also map dynamic content from websites or action prompts from the actively linked enterprise Virtual Assistants. To learn more, see Managing Content.
Synonyms Add keyword synonyms to help the SearchAssist app effectively identify user queries. 
Traits Traits are specific attributes or characteristics that users exhibit or express in their conversations. Traits have unique utterances that can lead to identifying intent. Extract traits from documents and user queries to increase relevance scores. To learn more, see Configuring Traits.
Workbench Workbench transforms source content into objects for indexing. Bundled with a simulator, the Workbench provides an interactive preview of how stage rules affect a document before it is indexed. To learn more, see Workbench.
Weights Assign a weight to each field in the index configuration. Those weights play an important role in ranking results and can be used to fine-tune search relevance. To learn more, see Adding Weights.

Glossary

Here is a glossary of key search and SearchAssist platform terms.

Analytics This feature provides real-time, interactive, and smart insights about the SearchAssist app’s performance. To learn more, see  Analyzing Metrics.
Business Rules Rules personalize and fine-tune search results based on context. Rules can also be used to configure merchandising and promotions. To learn more, see Configuring Business Rules
Channel A channel connects your SearchAssist app with one or more communication apps. To learn more, see Managing Channels.  
Entity Extraction In a virtual assistant’s context, entity extraction means fetching the required information to accomplish a task via named entities or categories. The SearchAssist platform uses NLP techniques to find and track named entities from the source field. To learn more, see Extracting Entities
Experiments Test combinations of multiple indexes and search configurations with two or more variants. Use the results to select the index that can best achieve your business goals, improve search relevance, and enhance the user experience. To learn more, see Experiments with Search Variants.
Facets Facets allow users to define their own views by applying a unique set of filters. Refine search results by selecting relevant filters in parallel based on field values. To learn more, see Creating Facets.
Fields Fields are key areas identified from the data sources that can be used to create the search index schema for easy retrieval. For example, questions and answers for an FAQ source, heading, and body for files or web content. To learn more, see  Configuring Search Fields.
Field Mapping Field Mapping is a stage in the Indexing Pipeline used to perform custom mapping to the target field. 
Indexing An information processing technique that helps search engines display quick responses to user queries. SearchAssist’s algorithm applies the inverted index process and, by default, indexes all data. 
Index Configuration Configure SearchAssist app fields relevant to your business use cases. The result is more efficient document handling and customized data results. To learn more, see Managing Indices.

Index configuration involves the following processes:

  • Define Fields as the properties from the data sources that you want to include or exclude from the index.
  • Define Traits to identify specific entities or attributes that can be extracted from the users’ input.
  • Configure Indexing Pipeline Stages to transform source content into optimized documents using the Workbench. 
  • Train SearchAssist to build the index based on the configurations, especially after each update.
Indexing Pipeline Transforms content into a document suitable for indexing. The pipeline consists of a series of configurable stages. Each stage performs a set of data transformation operations before passing the resulting content to the next stage. 
Keyword Extraction  This technique automatically detects important words from the text stored in a field.  To learn more, see Extracting Keywords
Kore.ai’s Virtual Assistant or Bot A virtual assistant application built on the Kore.ai bot platform or Kore.ai’s Experience Optimization platform.
Record A record is a single object stored in the SearchAssist application. The definition of “Record” varies according to the file types.

  • Webpage: A single webpage is considered a record
  • File: Each page in a pdf, docx, txt & ppt is considered a record 
  • Image: A single png, jpg, or jpeg image is considered a record 
  • FAQ: A question-and-answer pair is considered a record
  • Structured Data: A single record in CSV or JSON file is considered a record 

For data ingested from connectors, records in different types of files are considered as per the file types discussed above. Specifically, 

  • Confluence: A confluence article is considered a record 
  • ServiceNow: A ServiceNow article is regarded as a record 
  • SharePoint: Document definition as per the above points 
  • Zendesk: A Zendesk article/ticket is considered a record
Results Ranking Use this interactive and visual tool to customize search results and support business goals. To learn more, see Results Ranking
Result Templates SearchAssist templates that can customize the display format of individual query results in a search interface. To learn more, see Designing Results Views.
Search Experience Customize the front-end design to present search results in a meaningful way for the user. To learn more, see Designing Search Experience.
Search Interface The front-end design for search users to submit queries.
SearchAssist App (in the UI) The application created on the SearchAssist platform. Use the platform to add and manage content, store indexes, test configurations, fine-tune relevance, define and apply business rules all with the broad aim of delivering a personalized search experience. 
Semantic Analysis A technique to understand the logical meaning and interpretation of words, signs, and sentence structure. To learn more, see Applying Semantic Meanings
Search Configuration This tool lets you configure search results in response to specific queries. Improve the user experience by presenting the most relevant results as per business requirements.
Sources Sources are the origins of content ingested into your SearchAssist app. Ingest static content from files and databases. You can also map dynamic content from websites or action prompts from the actively linked enterprise Virtual Assistants. To learn more, see Managing Content.
Synonyms Add keyword synonyms to help the SearchAssist app effectively identify user queries. 
Traits Traits are specific attributes or characteristics that users exhibit or express in their conversations. Traits have unique utterances that can lead to identifying intent. Extract traits from documents and user queries to increase relevance scores. To learn more, see Configuring Traits.
Workbench Workbench transforms source content into objects for indexing. Bundled with a simulator, the Workbench provides an interactive preview of how stage rules affect a document before it is indexed. To learn more, see Workbench.
Weights Assign a weight to each field in the index configuration. Those weights play an important role in ranking results and can be used to fine-tune search relevance. To learn more, see Adding Weights.