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

Workflow Stages

After you add FAQs to the platform, FAQs follow a workflow based on the below-listed stages:

  • Draft
  • In Review
  • Approved

Draft

After you add FAQs to the platform, the FAQs are listed under the Drafts tab. On this page, you can edit a FAQ and send FAQs for review. You can also perform bulk operations. With the bulk select option, you can select multiple FAQs and send them for review or perform delete operations.

To send for review, follow the below steps:

  1. On the Drafts list view, select the respective FAQ.
  2. After you select the FAQ, you can find the FAQ details in the right column. 
  3. Click Send for Review.

In Review

After you send FAQs for review from the Drafts page, the FAQs are listed under the In-review tab. On this page, you can select the FAQ and approve it. 

To approve FAQs, follow the below steps:

  1. On the In-review list view, select the respective FAQ.
  2. After you select the FAQ, you can find the FAQ details in the right column. 
  3. Click Approve.

You can also perform bulk operations. With the bulk select option, you can select multiple FAQs and approve FAQs or rework it. To perform these actions, follow the below steps:

  1. Select the checkbox of the respective FAQ or bulk select all.
  2. Click Approve to approve the FAQs or click Needs Rework to make changes to the FAQs.

Note: Approved FAQs are listed under the Approved tab and the FAQs that require rework are listed under the Drafts tab.

Approved

After you approve the FAQs from the In-review page, the FAQs are listed under the Approved tab. On this page, you can edit FAQs and perform bulk operations. With the bulk select option, you can select multiple FAQs and send the edited FAQs to review or rework. To perform bulk actions, follow the below steps:

  1. Select the checkbox of the respective FAQ or bulk select all.
  2. Click Send for Review to review the FAQs or click Needs Rework to make changes to the FAQs.

Workflow Stages

After you add FAQs to the platform, FAQs follow a workflow based on the below-listed stages:

  • Draft
  • In Review
  • Approved

Draft

After you add FAQs to the platform, the FAQs are listed under the Drafts tab. On this page, you can edit a FAQ and send FAQs for review. You can also perform bulk operations. With the bulk select option, you can select multiple FAQs and send them for review or perform delete operations.

To send for review, follow the below steps:

  1. On the Drafts list view, select the respective FAQ.
  2. After you select the FAQ, you can find the FAQ details in the right column. 
  3. Click Send for Review.

In Review

After you send FAQs for review from the Drafts page, the FAQs are listed under the In-review tab. On this page, you can select the FAQ and approve it. 

To approve FAQs, follow the below steps:

  1. On the In-review list view, select the respective FAQ.
  2. After you select the FAQ, you can find the FAQ details in the right column. 
  3. Click Approve.

You can also perform bulk operations. With the bulk select option, you can select multiple FAQs and approve FAQs or rework it. To perform these actions, follow the below steps:

  1. Select the checkbox of the respective FAQ or bulk select all.
  2. Click Approve to approve the FAQs or click Needs Rework to make changes to the FAQs.

Note: Approved FAQs are listed under the Approved tab and the FAQs that require rework are listed under the Drafts tab.

Approved

After you approve the FAQs from the In-review page, the FAQs are listed under the Approved tab. On this page, you can edit FAQs and perform bulk operations. With the bulk select option, you can select multiple FAQs and send the edited FAQs to review or rework. To perform bulk actions, follow the below steps:

  1. Select the checkbox of the respective FAQ or bulk select all.
  2. Click Send for Review to review the FAQs or click Needs Rework to make changes to the FAQs.