GETTING STARTED
SearchAssist Overview
SearchAssist Introduction
Onboarding SearchAssist
Build your first App
Glossary
Release Notes
Current Version
Recent Updates
Previous Versions

CONCEPTS
Managing Sources
Introduction
Files
Web Pages
FAQs
Structured Data 
Connectors
Introduction to Connectors
SharePoint Connector
Confluence Connector
Zendesk Connector
ServiceNow Connector
Salesforce Connector
Azure Storage Connector
Google Drive Connector
Dropbox Connector
Oracle Knowledge Connector
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
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
Collaboration
Integrations
OpenAI Integration
Azure OpenAI Integration
Billing and Usage
Plan Details
Usage Logs
Order and Invoices

SearchAssist PUBLIC 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

Collaboration

SearchAssist allows your team to collaborate closely while building the app, from creation through to launch. SearchAssist supports multiple users with equal privileges.

To collaboratively configure a SearchAssist app during the build process, use the Team option. Send an email invite to each team member to grant access to SearchAssist. Assign a role to each team member and let them start working on SearchAssist.

Follow these steps to add team members.

  1. Click the Manage menu tab.
  2. In the left pane, click Team.
  3. On the Team page, click + Add Members in the top-right corner.
  4. On the Add Members dialog box, enter an email address for each new team member in the App Members field.
  5. Hit Enter on the keyboard.
  6. Add more addresses. (optional)
  7. Click Add.

Accepting an Invitation

SearchAssist sends new team members an email invitation. The team members should open the message, click the link to accept the invite, and agree to the Terms of Use.

After clicking the accept link:

  • SearchAssist adds the member email address to the Team page.
  • The invited member can access the shared SearchAssist app and collaborate instantly.

On the Team page, you can:

  • use the search icon in the top-right corner of the page to find team members
  • use the delete icon to delete a team member, which removes their access to SearchAssist

Collaboration

SearchAssist allows your team to collaborate closely while building the app, from creation through to launch. SearchAssist supports multiple users with equal privileges.

To collaboratively configure a SearchAssist app during the build process, use the Team option. Send an email invite to each team member to grant access to SearchAssist. Assign a role to each team member and let them start working on SearchAssist.

Follow these steps to add team members.

  1. Click the Manage menu tab.
  2. In the left pane, click Team.
  3. On the Team page, click + Add Members in the top-right corner.
  4. On the Add Members dialog box, enter an email address for each new team member in the App Members field.
  5. Hit Enter on the keyboard.
  6. Add more addresses. (optional)
  7. Click Add.

Accepting an Invitation

SearchAssist sends new team members an email invitation. The team members should open the message, click the link to accept the invite, and agree to the Terms of Use.

After clicking the accept link:

  • SearchAssist adds the member email address to the Team page.
  • The invited member can access the shared SearchAssist app and collaborate instantly.

On the Team page, you can:

  • use the search icon in the top-right corner of the page to find team members
  • use the delete icon to delete a team member, which removes their access to SearchAssist