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

To create an auto search profile

  1. Navigate to Site Map > Smart Answer Administration > Smart Answer Profiles.
  2. In the Smart Answer Profiles screen, click New.
  3. Use the table below to fill in the required fields.

    4. Field Name
    Description
    Name
    Profile Name.
    Catalog Name
    Required. Name of the KB catalog that you used when you enabled the Smart Answer server component.
    Business Component
    Required. The business component name from which you want to draw information.
    Business Object
    Required. The business object name from which you want to draw information.

  4. Step off the record to save it.

To configure auto search settings

  1. Select the Profile you previously created, then click the Profile Fields view tab.

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

  2. In the Profile Fields view, click New, and use the table below to fill in the required fields.

    3. Field Name
    Description
    Input Field Name
    Required. Name of the Business Component field from which you will be drawing input information.
    Setting Name
    Required. Smart Answer setting name you created in the Settings form.

To associate the auto search setting to a catalog

  1. Make sure the correct profile is selected in the Smart Answer profile screen.
  2. Click the Settings view tab, click New, and in the name field click the picklist button.

    3. The Add Settings picklist appears. The fields in this picklist are described in the table below.

    Field Name
    Description
    Name
    Required. Name of the KB catalog that you used when you enabled the Smart Answer server component.
    RME Content Type
    Defined by Banter 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 for NLP processing. There are two data types that Banter has defined, text and numeric.

  3. Select a setting type, then click OK.

    4. Selecting a setting type will populate all fields of the Settings record.

  4. Step off the record to save it.

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. Changing the applet class enables CSSSWEFrameServiceRequest functionality but will not affect the base functionality.

  1. 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:
  5. Add an applet control with the properties listed in the table below.

    6. User Property
    Value
    HTML Display Mode
    Encode Data
    HTML Type
    Minibutton
    Method Invoked
    SmartAnswer
    Name
    ButtonSmartAnswer

  6. Compile and test.

 Siebel Smart Answer Administration Guide 
 Published: 23 June 2003