Siebel Smart Answer Administration Guide > Configuration and Implementation of Siebel Smart Answer > Working with Smart Answer Profiles >

Creating a Manual Search Profile (Call Center or eService)


If you are implementing Smart Answer in eService or Call Center, you will need to create a manual search profile. A manual search means that the user will be manually entering data, clicking a button, then viewing results.

To create a manual search profile you need to perform the following tasks:

  • Create a new profile
  • Configure search settings
  • Create a new content type in Siebel Tools
  • Associate a content type with a catalog

To create a manual search profile

  1. Navigate to Site Map > Smart Answer Administration > Smart Answer Profiles.
  2. Click New, then use the table below to fill in the required fields.
    Field Name
    Description

    Name

    Profile name.

    Catalog Name

    Name of the KB catalog that you used when you enabled the Smart Answer server component.

    Business Component

    Not applicable for manual search.

    Business Object

    Not applicable for manual search.

  3. Step off the record to save it.

To configure manual search settings

  1. Highlight your newly created profile, then click the Settings view tab.
  2. Click New to create a new setting and use the table above to complete the necessary fields.

    Complete this step for each new setting you need to create.

To create a Smart Answer content type

  1. In Siebel Tools, copy an existing Find Object—for example, Smart Answer Literature (eService).
  2. Change the following object properties to reflect your new find object:
    • Name
    • Drilldown view
    • Preview
  3. Compile and test.

To associate a content type with a catalog

  1. Highlight your newly created profile, then click the Content Types view tab.
  2. Click new, then locate your newly created content type from the Add Content Type picklist, then click OK.

    NOTE:  The name of the Find object you created in Tools will appear in the picklist field "Find Category."

  3. Step off the record to save it.
Siebel Smart Answer Administration Guide