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

Creating a Manual Search Profile in Siebel Call Center or Siebel eService   


To implement Smart Answer in Siebel eService or Siebel Call Center, you need to create a manual search profile. A manual search means that the agent must enter data manually, click a button, then view 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 the Administration - Smart Answer screen > Smart Answer Profiles view.
  2. Click New, then use the following table 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.

To configure manual search settings

  1. Navigate to the Administration - Smart Answer screen > Smart Answer Profiles view.
  2. Select the profile whose manual search characteristics you want to configure, then click the Settings view tab.
  3. Click New to create a new setting and use the table above to complete the necessary fields.

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

To create a Smart Answer content type

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

To associate a content type with a catalog

  1. Navigate to the Administration - Smart Answer screen > Smart Answer Profiles view.
  2. Select the profile for which you want to associate a content type with a catalogs, then click the Content Types view tab.
  3. Highlight the new profile, then click the Content Types view tab.
  4. Click New, select the new content type from the Add Content Type dialog box, then click OK.

    The name of the Find object you created in Siebel Tools appears in the field called Find Category.

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