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Creating a Manual Search Profile in Siebel Call Center

To implement Siebel Smart Answer in Siebel Call Center, you must create a manual search profile. A manual search means that the agent must enter data manually, click a button, and then view the results.

Creating a Manual Search Profile

Use the following procedure to create a manual search profile.

To create a manual search profile

1. Create a new profile.
2. Configure search settings.
3. Create a new content type in Siebel Tools.
4. Associate a content type with a catalog.
5. Navigate to the Administration - Smart Answer screen, choose Smart Answer Profiles view.
6. Select New, and then complete the Siebel Smart Answer Profile Settings.

   The following table lists the required fields you must complete.

Configuring Manual Search Settings

Use the following procedure to configure manual search settings.

To configure manual search settings

1. Navigate to the Administration - Smart Answer screen, choose Smart Answer Profiles view.
2. Select the profile whose manual search characteristics you want to configure, and then the Settings view tab.
3. Select New to create a new setting. Complete the profiles settings as described in the following table.

   The following table lists the required fields you must complete.

4. Complete Step 3 for each new setting that you create.

Creating a Siebel Smart Answer Content Type

Use the following procedure to create a Siebel Smart Answer content type.

To create a Siebel Smart Answer content type

1. In Siebel Tools, copy an existing Find object.
2. Change the following object properties to reflect your new find object:
   • Name
   • Drill view
   • Preview
3. Compile and test the new Find object.

Associating a Content Type with a Catalog

Use the following procedure to associate a content type with a catalog.

To associate a content type with a catalog

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

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