Configuring AI Search Settings

The portal settings for AI - Instant Answers can only be configured once the Partition settings for AI have been enabled. For more information about configuring these settings at the partition level, see Administration Console Help. The portal-level settings allow users to enable or disable Instant Answers for different portals. To control these settings at the portal level, users require the Knowledge Manager role.

The AI Search tab is only accessible to users after saving the portal.

To configure AI search settings for the portal:

  1. Log in to the AI Knowledge Hub.

  2. In the Navigation Menu, browse to Publishing > Portals.

  3. On the Portals page, select the portal for which you want to configure AI settings.

  4. On the Edit Portal page, navigate to the AI Search tab.

    The AI Search tab is only visible when AI settings have been enabled at the partition level.

  5. Try the enhanced search experience: Click the Toggle button to enable the enhanced search experience. This setting finds better answers with smarter search that understands what you are looking for. When this setting is disabled, the classic search settings apply. When enabled, the Classic Search and Enhanced Search tabs are displayed.

    Enhanced search applies to SuperThemes only.

  6. If you have disabled the enhanced search experience, configure the following settings on the Classic Search tab:

    1. Instant Answers section:

      1. Display an Instant Answer in response to search queries: Click the Toggle button to enable extracted Instant Answers to be provided as solutions to users on the knowledge portals. The following settings are visible only after Instant Answers are enabled:

        1. Threshold Score: Use this setting to determine how closely the content and context match the user query to qualify as an answer. The range for this setting is between 0-0.99, with the default value set at 0.2.

        2. Use Generative Instant Answer: Select this checkbox if you want generative Instant Answers to be presented as solutions to users on knowledge portals. This setting can only be enabled when the Display an Instant Answer in response to search queries setting has been enabled. The following settings are displayed only if this checkbox is selected:

          1. Threshold Score: Use this setting to determine how closely the content and context match the user query to qualify as a generative answer. The range for this setting is between 0-0.99, with the default value set at 0.75.

          2. Maximum Article Snippets: This setting determines the maximum number of referenced article snippets used to create a generative Instant Answer. Referenced snippets are portions of articles that contribute to generating an answer. These snippets can originate from one article or multiple articles. The range for this setting is between 1-10, with the default value set at 15.

    2. Typeahead & Search section:

      1. Use Semantic Suggestions for typeahead in search: This setting enables a search based on the meaning of the keywords typed in the search bar. Click the Toggle button to enable or disable this setting. Once enabled, the following settings are visible:

        1. Similarity Score: Use this setting to determine how closely the content of your knowledge base should match the search phrase to qualify as an answer. The range for this setting is between 0-0.99, with the default value set at 0.1.

        2. Total Suggested Records: This setting determines the maximum number of typeahead suggestions displayed on portals. The range for this setting is between 1-10, with the default value set at 5.

        3. Advanced Settings:

          1. Minimum Bold Score: This setting determines the minimum score required to present the suggestions in bold format. The range for this setting is between 0-0.99, with the default value set at 0.2.

          2. Answer Highlight Score: This setting determines the score required to highlight the entire sentence for the suggestion. The range for this setting is between 0-0.99, with the default value set at 0.2.

    3. AssistGPT section: Click the Toggle button next to Allow AssistGPT to search this portal to allow AssistGPT to search the portal's content to generate relevant responses. By default, this setting is enabled for the portal.

  7. If you have enabled the enhanced search experience, configure the following settings on the Enhanced Search tab:

    1. Instant Answers section:

      1. Display an Instant Answer in response to search queries: Delivers instant answers by first checking Certified Answer articles, then generating AI responses if no match is found. You can configure Certified only mode (answers only from Certified Articles) or Generative only mode (direct AI-generated responses). Select one or both of the following options:

        1. Certified Answers: Select this checkbox to extract the best-matching article content from the set of selected articles and display it as the Instant Answer. For more information, see Authoring and Configuring Certified Answers. When selected, the following setting is available:

          1. Threshold Score: Use this setting to determine how closely the content and context must match the user query to qualify as a Certified Answer. The range for this setting is between 0-0.99, with the default value set at 0.8.

        2. Generative Instant Answer: Select this checkbox to use AI to construct the Instant Answer by using source content from multiple matching articles. When selected, the following settings are available:

          1. Maximum Article Snippets: This setting determines the maximum number of content chunks sent to the model to generate an answer. The range for this setting is between 1-10, with the default value set at 10.

          2. Minimum Search Words: This setting specifies the minimum number of words required in a query to trigger a Generative AI response. Queries below this limit skip Generative AI. The range for this setting is between 0-5, with the default value set at 3.

          3. Threshold Score: Use this setting to determine how closely the content and context must match the user query to qualify as a Generative Instant Answer. The range for this setting is between 0-0.99, with the default value set at 0.75.

          4. Hybrid Search Weights: Use the slider to balance keyword-based and semantic search when retrieving content for generating an answer. Moving the slider towards More Keyword increases the weight given to exact keyword matches. Moving it towards More Semantic increases the weight given to meaning-based matching. The two values always total 1.0.

    2. Typeahead & Search section:

      1. Use Typeahead Suggestions: Click the Toggle button to enable search suggestions as users type, helping them find relevant content faster. When enabled, the following setting is available:

        1. Number of Results: Specify the number of typeahead suggestions to display on the portal. The range for this setting is between 1-10, with the default value set at 5.

      2. Search Configuration: Configure how search results are generated and ranked.

        1. Number of Results per Page: Specify the number of search results displayed per page. The range for this setting is between 1-30, with the default value set at 20.

        2. Hybrid Search Weights: Use the slider to balance keyword-based and semantic search when ranking results. Moving the slider towards More Keyword increases the weight given to exact keyword matches. Moving it towards More Semantic increases the weight given to meaning-based matching. The two values always total 1.0.

        3. Show Certified Answers in search results: Select the Show Certified Answers checkbox to display Certified Answer articles prominently within search results on the portal.

    3. AssistGPT section: Click the Toggle button next to Allow AssistGPT to search this portal to allow AssistGPT to search the portal's content to generate relevant responses. By default, this setting is enabled for the portal.

  8. Click the Save button.

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