Implementation guide

This is for:

Developer System Administrator

This guide provides advice, leading practices, and links to technical documentation to help you plan, develop, deploy, and maintain a successful search solution that eventually reaches the highest stage of the Coveo Relevance Maturity Model​™ (CRMM).

What this guide covers

This guide covers the main stages of a Coveo search implementation, from defining your project scope and indexing content to designing the search experience, tuning relevance, and preparing for launch. Follow the articles in order for guidance through a new implementation, or refer to individual topics as you improve an existing solution.

The tips and tricks in these guidelines draw on the experience of Coveo experts who have worked on multiple search integrations with the Coveo Platform.

  1. About the Coveo Relevance Maturity Model

    Helps you visualize your journey towards predictive relevance.

  2. Search project overview

    Outlines the steps to conduct a successful search project.

  3. Evaluate the project time frame

    Presents the key activities of the IDEAS methodology and factors to consider when evaluating a project duration.

  4. Initial configuration

    Guides you through the creation of a Coveo organization and gives an overview of some common interactions with the Coveo Platform.

  5. Locate and index content

    Offers tips and tricks on how to maintain a clean and up-to-date index.

  6. Design the search experience

    Helps you build search interfaces aimed at satisfying the needs and expectations of your end users.

  7. Tune relevance

    Explains how to leverage query pipelines and Coveo Machine Learning (Coveo ML) to continuously improve your solution.

  8. Common pitfalls

    Lists some of the most frequently made mistakes in a search project and explains how to avoid them.

  9. Evaluate your implementation before going live (checklist)

    Explains the crucial validations to make before deploying your Coveo-powered solution so you can better leverage the advantages of Coveo Analytics and Coveo ML.

Additional resources

The following Coveo PDF guides should be used as a complement to the rest of this guide and documentation, not as a replacement. They’re great resources to help you learn the basics in a streamlined fashion before jumping into more specific topics.

The Coveo Platform architecture guide explains the core concepts of the Coveo Platform that are essential to understand when scoping and planning a Coveo implementation. It’s aimed principally at project managers and solution architects working with Coveo for the first time.

The Coveo Platform implementation guide goes deeper on some of those concepts, and walks you through the best practices for the initial implementation. It’s aimed at solution architects and developers.