Guide
When you want to link text from a conversation or Intercom chat to an existing feature, insight, or product area, you often struggle to remember the exact Entity and have to search for it, which can be time-consuming. Additionally, there are instances where you are not even aware that such a feature or insight exists, making it difficult to verify.
This is when AI Search comes in handy.
AI Search uses the meaning of the search query. It may find relevant results even if they don’t exactly match the query.
How to setup AI search
Add several Databases into AI Search index. Navigate to Settings → AI and find AI Search section. Here you can add some Databases into the AI search index.
It takes time to index large databases, so give it at least 30 minutes.
Only databases you added into AI Search will be available in AI Search results.
What Databases to add?
In general, we recommend to use Database you create links to often from text and mention a lot. In our case it is everything related to product: Insight, Feature, Product Area, etc. In your case it may be something different.
How to use AI Search?
AI Search is available wherever you see the Search dialog and type three or more words. It works automatically for all databases that are in the index.
What are typical use cases?
Find some Entity you want to link feedback to. For example, select a text in intercom conversation and create a highlight.
Find some Entity you want to mention, type # and start typing Entity name.
Type or paste some text into search and use AI Search to find an Entity relevant for this text.
How AI search index works?
AI Search indexes the following information of an entity:
When you add a new Database to the index, it usually takes 30 minutes to add everything into the index.
If you want to remove a Database from the index, click … near a database name in AI Search settings and select Remove Index for.. command.
Index updates are daily. It means if some entity changed, the changes will appear in search index in the morning.
You may force reindex immediately if you want for some reason. Click … near database name in AI Search settings and select Reindex option.
FAQ
What technologies you are using?
We use OpenAI vectorization and Pinecone.