Experience Builder provides the Intelligent Search feature for your experiences to enable users to quickly find articles and other resources using indexes.
Indexes are created by configuring Intelligent Search to index one or more URLs or perform a search proxy to third party search engines from Coveo. Third-party proxies such as Coveo allow you to leverage their search engine and search content found in those systems.
NOTE: CareAR has rearchitected Intelligent Search to be easier to configure and built with a modern architecture. Therefore, any previously configure Intelligent Search indexes will be treated as “Legacy”. It is not possible to create new Legacy search indexes. Existing Legacy indexes will continue to operate; however, we encourage everyone to recreate Intelligent Search index and delete any Legacy indexes. This will ensure users will not experience an outage when Legacy Intelligent Search is deprecated.
To create an index for the Intelligent Search feature, perform the following steps:
1. In the Admin portal, select AI Services > Intelligent Search.
The Indexes list opens.
Note: AI must be enabled on the tenant ID.
2. Click the ADD INDEX button ().
The Create Index dialog box opens.
3. Fill in the Index name, which is a required field, and the identifier used by the Experience Builder.
Note: The Index name can have a maximum of 50 characters, excluding / and \.
4. Select the search engine and the source for the search engine.
The Source options varies depending on the selected search engine.
| Select search engine | Source |
| Intelligent Search | URL(s) |
| Connected search engine | Coveo search engine |
The default selection of the Select search engine field is Intelligent search, and of the Source field is XML Sitemap.
Depending on the selected search engine and the source, you can create indexes in the following ways:
- Intelligent Search
- Coveo search engine
Intelligent Search
Intelligent search will crawl your website and build a search index automatically based on the web content that is available.
- Select Intelligent search for the Select search engine field.
- You can input up to 50 URLs in the URL field for websites you want to index. You can specify the URL using simple wildcard characters such as * and /.
- You can input up to 50 URLs in the URL Filter field for websites you want to exclude from the index. You can specify the URL using simple wildcard characters such as * and /.
- Click the CREATE INDEX button. The index may take several minutes to generate, depending upon the number of pages on the website.
Coveo Search Engine
Intelligent Search also has the option to use the third-party Coveo search engine connectors to create indexes using Coveo content.
1. Select Connected search engine for the Select search engine field and Coveo search engine for the Source field.
2. Click the NEXT button.
The Coveo search engine page opens, displaying fields to enter the organization ID and the API key.
3. Enter the Coveo Organization ID and API key.
4. Click the NEXT button.
The mapping of content page opens for matching the structure of the articles returned in the Coveo response and the article structure in the Intelligent Search response structure.
- Title field of articles: Indicates the title of the article in the Coveo response. By default, it is set to result.raw.title.
- Content field: Indicates the article content in the Coveo response, which by default is result.raw.publiccontent.
You can add attributes and specify their values as returned by the Coveo response.
5. Click the NEXT button.
The Index filtering page opens, allowing you to specify the search hub and filters for the Coveo search request. The filters are applied to every search request in the index.
6. Enter the Search Hub and optionally the Filters.
7. Click the CREATE INDEX button.
The Coveo index appears in the Indexes list and has the icon.
Tip: If the Articles column is blank after the index is created, click the index to open it and then go back to the Indexes list. The Articles column now displays the total number of articles.