This article focuses on the initial configuration phase of your search project.
Create Your Organization
- Contact a Coveo representative to setup an organization for you (see Coveo Sales).
- Perform a simple API call to setup a trial organization on your own (see Creating a Coveo Cloud V2 Organization).
Familiarize Yourself With the Administration Console
You will typically use the administration console to interact with your organization and the various resources it hosts for you (see Coveo Cloud V2 Administration Console). If necessary, you can also invoke the platform APIs directly to achieve the same results (see Coveo Cloud V2 API Overview).
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. Each UI section detailed in the table includes a link to the corresponding documentation corpus, as well as a list of platform APIs leveraged by that section.
|1||If you have access to more than one organization (e.g., staging and production), select the desired one||N/A||N/A|
||User Notifications||Notification API|
|3||Manage Coveo Cloud Organization Settings|
|4||Content - Section|
|5||Manage query pipelines and hosted search pages||Search - Section||Search API|
|6||Review Coveo Machine Learning (Coveo ML) models||Machine Learning - Section||Machine Learning API|
|7||Analytics - Section|
||Organization - Section|
|9||Review organization and platform status||Status||Platform API|
The next section in this guide offers tips and tricks on how to retrieve, enhance, and index content to maintain a clean and up-to-date index. Applying those recommendations early in your search project will have a profound and positive impact thereafter (see Locating and Indexing Content).