---
sourceDocument: Brazil Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/financial-services-operations

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# AI indexing

# Configure AI indexing for Agentic Contact Center for Insurance {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure AI indexing to enable intelligent search capabilities across insurance policies, cases, and customer interactions in Agentic Contact Center for Insurance.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllAI SearchAI Search IndexIndexed Sources.
2. Activate the following indexed sources if they aren't already active:  
   * Insurance Policies
   * Financial Services Base
   * Interaction
   {#configure-ai-indexing-agentic-contact-center-insurance__ul_rgj_gt3_q3c}
   1. Select the record for the indexed source.
   2. Select the Active check box if it isn't already selected.
   {#configure-ai-indexing-agentic-contact-center-insurance__substeps_rdp_kx3_q3c}
3. For each indexed source, select Index All Tables, then select OK.
4. Navigate to AllAI SearchSearch ExperienceSearch Profiles.
5. For each of the following search profiles, open the record and select Publish:  
   * Insurance Policies Search Profile
   * Financial Services Base Search Profile
   * FSO Interaction Search Profile
   {#configure-ai-indexing-agentic-contact-center-insurance__ul_dxm_tcj_q3c}

## Result

AI indexing is configured for Agentic Contact Center for Insurance.
**Related topics**   

* [Indexed Source form](https://www.servicenow.com/docs/access?context=indexed-source-form-ais&version=brazil&pubname=brazil-platform-administration&ft:locale=en-US)
* [Perform a full table index or reindex for a single AI Search indexed source](https://www.servicenow.com/docs/access?context=index-single-source-ais&version=brazil&pubname=brazil-platform-administration&ft:locale=en-US)
* [Publish an AI Search search profile](https://www.servicenow.com/docs/access?context=publish-search-profile-ais&version=brazil&pubname=brazil-platform-administration&ft:locale=en-US)

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