Agent Workspace - Agent Assist - How to change the default filter

jlaue
Kilo Sage

Hello - 

 

I was wondering if someone could advise on how I would go about changing the default filter on the Agent Assist within Agent Workspace.  I have included a screenshot.  Ours is defaulted as 'Knowledge & Catalog' and we would like to change it to default to 'Knowledge Articles'.  

 

I checked the docs and looked through the options under the 'Contextual Search' menu, but couldn't find a way to change the default.

 

jlaue_0-1667593293099.png

 

 

Thanks!!

1 ACCEPTED SOLUTION

Claude DAmico
Kilo Sage
  1. Navigate to Contextual Search => Table Configurations
  2. Filter UI Type to Workspace
  3. Open the record for the table in the workspace you want to change the default for (for me, the Name is Agent Assist [incident])
  4. Open the record in the Search Context field
  5. Change Searcher Default Search dropdown to Knowledge Articles

I'm not sure if the OOB one is the same everywhere, but this path ended up taking me here:

cxs_context_config.do?sys_id=091fa3d3c37221003d2ae219cdba8f0e

Claude E. D'Amico, III - CSA

View solution in original post

2 REPLIES 2

Claude DAmico
Kilo Sage
  1. Navigate to Contextual Search => Table Configurations
  2. Filter UI Type to Workspace
  3. Open the record for the table in the workspace you want to change the default for (for me, the Name is Agent Assist [incident])
  4. Open the record in the Search Context field
  5. Change Searcher Default Search dropdown to Knowledge Articles

I'm not sure if the OOB one is the same everywhere, but this path ended up taking me here:

cxs_context_config.do?sys_id=091fa3d3c37221003d2ae219cdba8f0e

Claude E. D'Amico, III - CSA

jlaue
Kilo Sage

Thank you! Exactly what I was looking for!