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

Creating an Auto Search Profile For Service Requests 


If you implement Smart Answer to return information on Service Requests for Siebel Call Center, you need to create an auto search profile. To create an auto search profile you need to perform the following tasks:

  • Create an auto search profile
  • Configure auto search settings
  • Associate auto search setting with a catalog
  • Configure a Smart Answer button in Siebel Tools

To create an auto search profile

  1. Navigate to the Administration - Smart Answer screen > Smart Answer Profiles view.
  2. Click New.
  3. Use the following table to fill in the required fields.
    Field Name
    Description

    Name

    The display name of the profile.

    Catalog Name

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

    Business Component

    The business component name from which you want to receive information.

    Business Object

    The business object name from which you want to receive information.

To configure auto search settings

  1. Navigate to the Administration - Smart Answer screen > Smart Answer Profiles view.
  2. Select the profile for which you want to configure auto search settings, then click the Profile Fields view tab.

    Profile fields are the fields in the business component that you associated with your profile in the previous task.

  3. In the Profile Fields view, click New, and use the following table to fill in the required fields.
    Field Name
    Description

    Input Field Name

    Name of the Business Component field from which you will be taking input information.

    Setting Name

    Smart Answer setting name you created in the Settings form.

To associate the auto search setting to a catalog

  1. Navigate to the Administration - Smart Answer screen > Smart Answer Profiles view.
  2. Select the profile for which you want to associate auto search settings with a catalog, then click the Settings view tab.
  3. Click New.

    The Add Settings dialog box appears. The fields in this dialog box are described in the following table.

    Field Name
    Description

    Name

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

    RME Content Type

    Defined by Banter Workbench for NLP processing. Limited to four types. Content type must be same as the type you have defined in Banter Workbench.

    RME Data Type

    Defined by Banter Workbench for NLP processing. Banter Workbench has defined two data types: text and numeric.

  4. Select a setting type, then click OK.

    All fields of the Settings record are automatically populated.

To configure an applet with the Smart Answer button

NOTE:  You can configure any applet of class CSSSWEFrame or CSSSWEFrameBase with a Smart Answer button. When you change the applet class, the CSSSWEFrameServiceRequest functionality is enabled, but does not affect the base functionality.

  1. In Siebel Tools, locate the applet to which you want to add the applet.
  2. Verify that the class is either CSSSWEFrame or CSSSWEFrameBase.
  3. Change the class to CSSSWEFrameServiceRequest.
  4. Add the following applet user properties:
    • Smart Answer Profile
    • Find Category
  5. Add an applet control with the properties listed in the following table.
    User Property
    Value

    HTML Display Mode

    Encode Data

    HTML Type

    Minibutton

    Method Invoked

    SmartAnswer

    Name

    ButtonSmartAnswer

  6. Compile and test the applet.
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