Expert Generative Search
The generative search page functions much like the standard Expert Search, with AI enhancements that you can toggle on and off.
GenSearch UI Overview
- Search field: Enter a search query following best practices for asking GenSearch questions.
- When GenSearch is enabled, search as you type is disabled.
- A service runs that looks for input that is likely to be PII. If possible PII is detected, there is a notification and the query must be modified before it can be submitted.
- ExpertAI toggle: Click to enable generative responses to search queries. The initial toggle position can be set by an Admin. Once enabled by a user, the toggle will remain enabled for the entirety of the user's session unless disabled again by that user.
- Generating from: Displays the titles of the top nodes in the site hierarchy from which the GenResponse might be generated. Click a section to apply it as a filter.
- Disclaimer: The optional disclaimer informs GenSearch users that the response is generated using AI, so they know that the information may need to be verified.
- Response: The GenSearch response appears above the Expert Search results.
- Source Articles: The articles that contain the highest scoring Kernels that support the GenSearch response for a query. One or more Kernels can be returned from a single page.
- Up to 5 source articles can be displayed in the UI, and they are ordered by relevancy score.
- If your Kernel limit is set to >5, it is possible that information in the response is not captured as a source article in the UI. The Completions download will list all source articles, even if more than 5 were used.
- For authenticated users (Authenticated Viewers and Seated members), lock icons are visible to indicate article (page) privacy:
- Closed lock icon: Indicates the source article is restricted. This applies to any articles that are Private or Semi-Private.
- Open lock icon: Indicates the source article is Public or Semi-Public, and is available to all site visitors.
- At this time, permissions related to conditional content are not considered in determining source article privacy.
- Feedback icons: Allow you to rate GenSearch results as Helpful (smile) or Not helpful (frown). Once feedback is submitted, the icons are disabled until a new search result is generated.
- Feedback does not alter responses or teach the model how to respond.
- Search results: Traditional Expert Intelligent Search results are shown pushed down on the page.
- Search filters: The same search filters you have available on your site are also available to narrow down the source articles for generative responses.
- Sparkle icon in search filters: Indicates where the source content lives in your information architecture / site hierarchy. For example, if the Location "Site Admin" has the sparkle icon next to it, GenSearch results were generated from sources in the "Site Admin" section of your site hierarchy.
How to use GenSearch
Ask a question
- Navigate to the Search page.
- Enable ExpertAI using the toggle button.
- Enter a query into the Search field.
- Press Enter or click the magnifying glass in the search bar to generate a response.
Modify your query
To change your query and get a different response, edit your query in the Search field and press Enter or click the magnifying glass in the search bar to generate a response.
Refresh the response
Refresh a response with the same query in 3 ways:
- Click the magnifying glass in the search bar.
- Refresh the page
- Toggle the Gen search Off and then On again.
Filter responses
Once a response is generated, use the search filters to choose a subset of pages to generate a response from. For example, filtering by Location will return responses using Kernels from that location in your site hierarchy.
- You do not need to click the Refresh button to update the response when using filters.
- Once a filter is clicked, it is applied to the response, and the Generating from:, Source Articles, and GenResponse will differ from the previous results.
- You can continue filtering to refine your results. For example, you may want to select a sub-Category within a Category, and then to select a Guide within that sub-Category.
View source material
When a response is generated, the first five unique Kernel sources appear below the GenResponse. The links are clickable and open in a new browser tab so users can access the original content without navigating away from the search results.
Users can only view pages they have permission to see. A lock icon next to the page indicates it is Private or Semi-Private, and an unlocked lock icon indicates the page is Public or Semi-Public.