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

Introduction

Every business has specific requirements and strategies to handle user searches and display results. SearchAssist enables you to define business rules to fine-tune and personalize the search results or answers based on your business needs. 

Significance of Business Rules

Business rules can play a significant role in shaping the user experience and the effectiveness of the application. Business rules define how results are promoted, positioned, or filtered. You can use business rules for personalized recommendations for products or services, promotional offers, content filtering, access control, etc.  

The versatility of business rules allows you to design the required search experience for your users easily. Below are some simple use cases of business rules for reference. 

  • Product Recommendations: If a user frequently purchases certain types of products, as an e-commerce business, you may want to show search results that prioritize related accessories or items. In this case, you can use business results to boost certain pages over others. 
  • Content Filtering: For data security and integrity, you may want to control data access or filter results before displaying them to a user. In this case, you can use business rules to hide content as per the role of the user.  

Understanding Business Rules in the Search Process

In the context of the SearchAssist application, when a user query is received, the application finds the relevant information from the Search Index or the Answer Index. At this point, business rules come into play to refine the response further and deliver optimized search results or precise answers. 

To define business rules, you need to specify the conditions to trigger the rules and the results that should be displayed if those conditions are met. 

Prerequisites 

The business rules use Index fields to define the outcome of the rule. For writing business rules for search results or answers, ensure that the corresponding Search Index fields or Answer Index Fields are added as Index Fields and marked as searchable. 

Types of Business Rules

Based on the underlying techniques used, there are two types of business rules that you can define in SearchAssist:

  • Contextual Rules: This type of rule uses the context information available to SearchAssist to specify the conditions under which certain actions should be taken, like the user profile, geography, search history, etc. 
  • NLP Rules: This type of rule uses NLP techniques to analyze and understand user queries and use them to define the conditions for the business rules. 

You can define both types of business rules for both Search Results and Answers. SearchAssist offers a dedicated interface for managing business rules, allowing users to organize, monitor, and adjust rules as needed. You can manage the rules from the Business Rules page under the Indices tab.

Introduction

Every business has specific requirements and strategies to handle user searches and display results. SearchAssist enables you to define business rules to fine-tune and personalize the search results or answers based on your business needs. 

Significance of Business Rules

Business rules can play a significant role in shaping the user experience and the effectiveness of the application. Business rules define how results are promoted, positioned, or filtered. You can use business rules for personalized recommendations for products or services, promotional offers, content filtering, access control, etc.  

The versatility of business rules allows you to design the required search experience for your users easily. Below are some simple use cases of business rules for reference. 

  • Product Recommendations: If a user frequently purchases certain types of products, as an e-commerce business, you may want to show search results that prioritize related accessories or items. In this case, you can use business results to boost certain pages over others. 
  • Content Filtering: For data security and integrity, you may want to control data access or filter results before displaying them to a user. In this case, you can use business rules to hide content as per the role of the user.  

Understanding Business Rules in the Search Process

In the context of the SearchAssist application, when a user query is received, the application finds the relevant information from the Search Index or the Answer Index. At this point, business rules come into play to refine the response further and deliver optimized search results or precise answers. 

To define business rules, you need to specify the conditions to trigger the rules and the results that should be displayed if those conditions are met. 

Prerequisites 

The business rules use Index fields to define the outcome of the rule. For writing business rules for search results or answers, ensure that the corresponding Search Index fields or Answer Index Fields are added as Index Fields and marked as searchable. 

Types of Business Rules

Based on the underlying techniques used, there are two types of business rules that you can define in SearchAssist:

  • Contextual Rules: This type of rule uses the context information available to SearchAssist to specify the conditions under which certain actions should be taken, like the user profile, geography, search history, etc. 
  • NLP Rules: This type of rule uses NLP techniques to analyze and understand user queries and use them to define the conditions for the business rules. 

You can define both types of business rules for both Search Results and Answers. SearchAssist offers a dedicated interface for managing business rules, allowing users to organize, monitor, and adjust rules as needed. You can manage the rules from the Business Rules page under the Indices tab.