Enabling AI Search for custom table in the Virtual Agent.

[Simran Gadodiya]

Hi Everyone,

I’m currently working on the Virtual Agent and need to enable AI search functionality for a custom table along with Knowledge Articles and Catalog items.

For example, if a user types “Network issue” I want the AI search to return records from the custom table where the short description contains relevant keywords like “Network” .

Can anyone provide guidance on how to implement this?

Thank you in advance!

[ersureshbe]

Hi, Can you check in the 'Conversation Interface' > Home from left navigation pane. Please refer below diagrams for further config in your AI search.

[Simran Gadodiya]

Hello @ersureshbe 

Thanks for you response I have tried this one but it does not wprked as expected.

[AMMANAV]

Hi Simran, Can you please share what worked for you? 

[rpriyadarshy]

Here is the detailed Steps.

Index your custom table: Go to AI Search > AI Search Index > Indexed Sources → New → pick your custom table, add a high-level condition (e.g., active=true) and ensure short_description is a text-indexed/searchable field in Field Settings/Mapping.

1. Index your custom table: Go to AI Search > AI Search Index > Indexed Sources → New → pick your custom table, add a high-level condition (e.g., active=true) and ensure short_description is a text-indexed/searchable field in Field Settings/Mapping.
2. Run a full index once: After creating the Indexed Source, trigger a Full table index so existing records are searchable (new/updated records get indexed automatically afterward).
3. Expose it via a Search Source: Go to AI Search > Search Sources → create a Search Source referencing your new Indexed Source (optionally filter further for what VA should show).
4. Include KB + Catalog + Custom in the VA profile/app: Add your Search Sources (OOB Knowledge + OOB Catalog + your custom one) to the Search Profile, then ensure your Search Application Configuration for Virtual Agent points to that profile.
5. Wire it into Virtual Agent fallback: Use the AI Search – Fallback topic/block (or clone it) and set the Search Application Configuration to your VA Search Application so “Network issue” returns KB + Catalog + custom-table matches.

Regards

RP