Configure AI Search for Business and Consumer Portal

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure Business and Consumer Portal to use AI Search.

    Antes de Iniciar

    Role required: sp_admin

    Por Que e Quando Desempenhar Esta Tarefa

    AI Search is disabled by default. You can enable it by updating the portal record.

    Procedimento

    1. Navigate to All > Service Portal > Portals and open a portal record.
    2. Select Business portal or Consumer portal.
    3. Select the Enable AI Search check box.
    4. In the Search Application field, search and select the required search application.
      A search application configuration defines search experience settings, such as the search engine, search results limit, and suggestions limit. A search application configuration is selected by default, but you can select a different configuration if needed.

      You can modify existing search application configurations such as CSM Portal Default Search Application, or create and configure your own search application configurations with AI Search specified as the search engine. For details, see Create a search application configuration for AI Search.

      Nota:
      You may need to configure the form layout to add Search Application field on the form. For more information about adding fields to a form, see Configuring the form layout.
    5. In the Search Results Configuration field, search and select the required search results configuration.
      A search result configuration defines how search results are displayed. A search result configuration is selected by default, but you can select a different configuration if needed.

      You can modify existing search results configuration record such as CSM Search or create and configure your own search results configuration.

      Nota:
      You may need to configure the form layout to add Search Results Configuration field on the form. For more information about adding fields to a form, see Configuring the form layout.
    6. Select Update.