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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
- Navigate to Site Map > Smart Answer Administration > Smart Answer Profiles.
- Click New, then use the table below to fill in the required fields.
- Step off the record to save it.
To configure manual search settings
- Highlight your newly created profile, then click the Settings view tab.
- 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
- In Siebel Tools, copy an existing Find Object—for example, Smart Answer Literature (eService).
- Change the following object properties to reflect your new find object:
- Name
- Drilldown view
- Preview
- Compile and test.
To associate a content type with a catalog
- Highlight your newly created profile, then click the Content Types view tab.
- 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."
- Step off the record to save it.
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Siebel Smart Answer Administration Guide Published: 23 June 2003 |