Configure AI indexing for Agentic Contact Center for Banking

  • Release version: Australia
  • Updated March 18, 2026
  • 1 minute to read

    • Configure AI indexing to enable intelligent search capabilities across financial accounts, cases, and customer interactions in Agentic Contact Center for Banking.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > AI Search > AI Search Index > Indexed Sources.
    2. Activate the following indexed sources if they aren't already active:
      • Financial Accounts
      • Financial Services Base
      • Interaction
      1. Select the record for the indexed source.
      2. Select the Active check box if it isn't already selected.
    3. For each indexed source, select Index All Tables, then select OK.
    4. Navigate to All > AI Search > Search Experience > Search Profiles.
    5. For each of the following search profiles, open the record and select Publish:
      • Financial Accounts Search Profile
      • Financial Services Base Search Profile
      • FSO Interaction Search Profile

    Result

    AI indexing is configured for Agentic Contact Center for Banking.