Initial configuration

This article focuses on the initial configuration phase of your search project.

Search project activity diagram | Coveo

Create your organization

Before you can start working on your search project with the Coveo Platform, you must create an organization. You can do this in one of several ways:

  • Contact a Coveo Sales representative to set up an organization for you.

  • Start a free trial with a new trial organization.

  • Create a test organization[1] from the organization drop down menu in the Coveo Administration Console.

  • If you have an account on Level Up, the Coveo educational platform, you can create a test organization from the Test Organizations section of your user profile.

  • Use the Coveo CLI to create a test organization.

  • Use the Platform API to create a test organization.

You will typically use the Administration Console or CLI to interact with your organization and the various resources it hosts for you. If necessary, you can invoke the Platform API directly to achieve the same results.

Familiarize yourself with the Administration Console

The following screen capture and accompanying table provide a high-level overview of some of the common interactions you can perform through the Administration Console (platform-ca | platform-eu | platform-au). Each UI section detailed in the table includes a link to the corresponding documentation corpus, as well as a list of APIs leveraged by that section.

Coveo resources overview | Coveo
Section Common interactions Documentation APIs


If you have access to more than one organization (for example, staging and production), select the desired one





Manage features specific to Coveo for Commerce





  • Manage organization groups, members, and API keys

  • Manage administrator notifications

  • Access the activity Browser

  • Review license information and manage organization settings


Review organization status

What’s next?

The Locate and index content section of this guide offers tips and tricks on how to retrieve, enhance, and index content to maintain a clean and up-to-date index. Applying its recommendations early in your search project will have a profound and positive impact thereafter.

1. Test organizations have limited performance and can’t be upgraded, so you should create a trial organization if you need more flexible limits.