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Creating an Auto Search Profile for Service Requests


To set up Siebel Smart Answer to return information on Service Requests for Siebel Call Center perform the following tasks.

  1. Create an auto search profile
  2. Configure auto search settings
  3. Associate auto search setting with a catalog
  4. Configure a Smart Answer button in Siebel Tools

Creating an Auto Search Profile

Use the following procedure to create an auto search profile.

To create an auto search profile

  1. Navigate to the Administration - Smart Answer screen, choose Smart Answer Profiles view.
  2. Select New, and then complete the Auto Search Profile Settings.

    The following table lists the required fields you must complete.

Catalog Name
Knowledge Base Name

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.

Configuring Auto Search Settings

Use the following procedure to configure auto search settings.

To configure auto search settings

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

    NOTE:  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, select New, and then complete the profile fields.

    The following table lists the required fields you must complete.

Catalog Name
Knowledge Base Name

Input Field Name

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

Setting Name

Siebel Smart Answer setting name you created in the Settings form

Associating the Auto Search Setting to a Catalog

Use the following procedure to associate the auto search setting to a catalog.

To associate the auto search setting to 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 auto search settings with a catalog, and then the Settings view tab.
  3. Select New. The Add Settings dialog box appears.
  4. Enter the search profile settings.

    The following table lists the Search Profile Setting fields.

Name
Knowledge Base Name

RME Content Type

Deprecated parameter, set to Other

RME Data Type

Defined by the Siebel Smart Answer Administration Tool for natural language processing. Only one data type is supported: Text

  1. Select a setting type, and then OK.

    All fields of the Settings record are automatically populated.

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

Configuring an Applet with the Siebel Smart Answer Button

Use the following procedure to configure an applet with the Siebel Smart Answer button.

To configure an applet with the Siebel Smart Answer button

  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:
    • Siebel Smart Answer Profile
    • A new Category
  5. Add an applet control with the properties described in the following table.

    The following table lists the applet properties that you must use.

Applet
Properties

HTML

Encode Data

HTML Type

Minibutton

Method Invoked

SmartAnswer

Name

ButtonSmartAnswer

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