Configure AI Search for Business Portal

Release version: Yokohama

Updated January 30, 2025

1 minute to read

Configure Business Portal to use AI Search.

Before you begin

Role required: admin, sp_admin

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

Navigate to All > Service Portal > Portals and open a portal record.
Select Business Portal.
Select the Enable AI Search check box.
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.
Note:
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.
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.
Note:
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.
Select Update.