Configure and manage AI Search in search applications

Configure and manage the AI Search settings for search applications that support the AI Search engine.

始める前に

Role required: ais_admin

このタスクについて

You can modify existing search application configurations, or create and configure your own search application configurations with AI Search when you specify it as the search engine. By configuring the AI Search settings for a search application, you can customize the search experience for your specific needs. To set up the AI Search configuration, you do the following tasks from the search application configuration landing page:

1. Assign a search profile. Create a search profile and set the search sources as a priority to define the behavior of your search application. For more information, see Search profiles in AI Search.
2. Define the search application configuration. Configure the search profile to customize the user interface of your search application. For more information, see Search application configurations.
3. Test and turn on AI Search. Display the options to test and verify AI Search in your search profile, turn on, or turn off AI Search based on its configuration status. For more information, see AI Search Admin console Applications page.

図 : 1. Search application configuration landing page

手順

1. Navigate to All > AI Search Admin > AI Search Admin Home.
2. In the Set up and Manage AI Search in your applications section, select a supported search application that you want to configure the AI Search settings for.
3. In the application configuration landing page, assign a search profile.

   Option	Procedure
   Create a new search profile	Select Create new. A new search profile is created automatically. You can rename it or use a different search profile. For more information about the search profile controls, see AI Search Admin console Applications page. For a description of the search profile field values, see Search Profile form.
   Link an existing search profile	Select Select existing. Select a profile from the list of existing search profiles. Select Link to application name.

   Each search profile contains the settings that determine how AI Search generates the search results for a search. The search profile settings include Search sources, Dictionaries, Result improvement rules, Genius results, and Review & publish.

   

   1. Add Search sources to a search profile to make your searchable content available for your users.
      • Create a search source:
        1. On the Search sources tab, select New.
        2. On the form, fill in the fields.

           For a description of the field values, see Search Source form.

        3. Select Submit.
      • Link an existing AI Search search source:
        1. On the Search sources tab, select Link.
        2. From the list of existing AI Search search sources, select one or more search sources.
        3. Select Link.

      For more information, see Search sources in AI Search.

   2. Define the language-specific dictionaries of terms, such as equivalent terms (synonyms), common terms, and spell check.
      • Create a AI Search term:
        1. On the Dictionaries tab, select New.
        2. On the form, fill in the fields.

           For a description of the field values, see Dictionary and AI Search Dictionary forms.

        3. Select Submit.
      • Link an existing AI Search term:
        1. On the Dictionaries tab, select Link.
        2. From the list of existing AI Search dictionaries, select one or more dictionaries.
        3. Select Link.

        For more information, see Search profiles in AI Search.

   3. Define the Result improvement rules to boost, block, or promote the search results for specific search queries.
      1. On the Result improvement rules tab, select New.
      2. On the form, fill in the fields.

         For a description of the field values, see AI Search Results Improvement Rule form.

      3. Select Submit.
      4. From the Actions related list, create boost action, block, or promote documents to appear as search results.
      5. Select Update.

      For more information, see Result improvement rules.

   4. Populate one or more Genius Result cards with concise, actionable answers that are derived from the relevant search results by linking AI Search Genius results configurations to your search profile.

      A search profile can include multiple Genius Result configuration links.

      1. On the Genius Results Configuration tab, enable base system genius results for your search profile from the list of genius result configuration options.
      2. Select Save.

      For more information, see Genius Result configurations in the base system.

   5. Review and publish the search profile to make the profile's settings active in the linked search applications.
      1. On the Review & publish tab, review the summary of your search profile.
      2. If all configurations look correct, select Publish Profile.
      3. Select Finish.
   The search profile is published and assigned to the search application.
4. Define the search application configuration.

   Option	Procedure
   Create a new search application configuration	Select Create new. A new search application configuration is created automatically. You can rename it or use a different configuration. For more information about the search application configuration controls, see AI Search Admin console Applications page. For a description of the search application configuration field values, see Search Application Configuration form.
   Link an existing search application configuration	Select Select existing. Select an application from the list of existing search application configurations. Select Link to application name.

   Each search application configuration contains the settings that determine how search results are displayed to users of the application. The search application configuration settings include Auto-complete, Navigation tabs, Sort options, Facet filters, Result-card interface, and Review & finish.

   

   1. Display the intelligent suggestions in your search application's input field by adding auto-complete suggestions to the search application configuration.
      • Create a suggestion:
        1. On the Auto-complete suggestions tab, select New.
        2. On the form, fill in the fields.

           For a description of the field values, see Suggestion Reader Group form.

        3. Select Submit.
      • Link an existing suggestion to the search application:
        1. On the Auto-complete suggestions tab, select Link.
        2. From the list of existing suggestions, select one or more search application.
        3. Select Link.

      For more information, see Auto-complete suggestions in AI Search applications.

   2. Edit the display settings for navigation tabs to help users navigate within the search application to access and manage information.
      1. On the Navigation tabs tab, select the Navigation tabs List Actions icon () > Edit columns.
      2. On the form, fill in the fields.

         For a description of the field values, see Source Facet Bucket form.

      注:

      AI Search automatically defines the navigation tabs for search application configurations. You can't create or delete these navigation tabs.
   3. Display the search results in a specific order by defining the Sort options for your AI Search application (such as sorting the search results based on the date).
      1. On the Sort Options tab, select New.
      2. On the form, fill in the fields.

         For a description of the field values, see Sort Option form.

      3. Select Submit.
   4. Define the facets to filter your searches by using categories that are dynamically generated from the current search results (such as filtering the search results based on the dates or keywords).
      1. On the Facet filters page, select New.
      2. On the form, fill in the fields.

         For a description of the field values, see Facet form.

      3. Select Submit.
   5. Select the result-card interface of your AI Search application to customize the appearance and layout of search results in AI Search applications.
      1. On the Result-card interface page, select Choose.
      2. Create or update the result-card interface for the AI Search application.

         Option	Procedure
         Select from the existing result-card interfaces for your search application.	Select Use an existing result-card interface. From the Result card interface list, select an option.
         Add a new result-card interface for your search application	Select Create new interface. In the Configuration name field, enter the name.

      3. Select Save.

         For more information, see Create or edit an EVAM view definition.

   6. Review the search application configurations of your AI Search application.
5. Go back to the application configuration landing page and select Test search profile to verify that the search application works as intended.
6. Enable AI Search in the search application by selecting Go to turn on.

タスクの結果

The AI Search engine is ready to use AI Search in the search application.

関連資料

• AI Search Admin console Applications page