Enable and configure AI Search in Service Portal

Enable and define the AI Search experience in your portal.

시작하기 전에

AI Search is only supported in Service Portal, Employee Center (ESC), Consumer Service Portal, Business Portal and Customer Service Portal. Custom portals must be built off a baseline of one of these portals to have the AI Search capability. The glide.service_portal.enable_ais_portal.allow_list property contains a list of supported baseline portals.

Role required: sp_admin or admin

이 태스크 정보

AI Search is enabled in Service Portal for all new and zBoot customers by default.

If you are upgrading to Australia as an existing customer, AI Search is disabled in Service Portal by default. You can enable it by updating the portal record.

If you leave AI Search disabled, the portal uses the legacy search experience.

프로시저

1. Navigate to Service Portal > Portals and open a portal record.
2. On the form, select Enable AI Search.
3. In the Search Application field, select the search application configuration to use for the portal.

   A search application configuration defines search experience settings, such as the search engine, search results limit, and suggestions limit. A search application configuration is selected by default, but you can select a different configuration if needed.

   For more information on defining a search application configuration, see Defining search application configurations.

4. In the Search Results Configuration field, select the search results configuration to enable for the portal.

   A search results configuration defines how search results are displayed. A search results configuration is selected by default, but you can select a different configuration if needed.

   For more information on defining a search results configuration, see Create an EVAM definition.

5. Select Update.

결과

AI Search is enabled throughout the portal. Employees or customers can use AI Search the next time they log in.

The Search Sources related list is hidden from the portal record. You now define search sources in the AI Search application. For more information, see Defining search sources.

To use AI Search for knowledge articles, you can keep the default Knowledge Bases search source or select a custom one.

주:

If you're experiencing issues using AI Search for knowledge articles, check that the associated search profile is linked to a knowledge bases search source. For more information, see Link a search source to a search profile.

다음에 수행할 작업

Search widgets that you cloned or customized before a system upgrade may not be compatible with AI Search. You can resolve this issue by running a fix script that reclassifies search widget instances. For more information, see Reclassify cloned or customized search widgets.