Coveo for ServiceNow Deployment Guide

This guide explains how to deploy Coveo for ServiceNow in your ServiceNow instance.

Coveo for ServiceNow allows your users to find the information they need more quickly and effectively by combining proactive widgets, Usage Analytics, Machine Learning, and simple connectivity via the Coveo Cloud administration console. By deploying Coveo for ServiceNow in your ServiceNow instance, you can make your ServiceNow content and content from other sources available to your customers visiting your service portal, to your support agents working with the insight panel, etc. As a result, it is easier for your community and personnel to find the content that is the most relevant to their needs.

As a ServiceNow administrator or developer, you must to go through the following steps to deploy Coveo for ServiceNow in your ServiceNow instance. These deployment steps are meant to be followed linearly, as some steps require you to have accomplished the previous steps.

  1. Installing Coveo for ServiceNow
  2. Creating a ServiceNow Source
  3. Replacing the Service Portal Search Page
  4. Replacing the Service Portal Search Boxes
  5. Configuring the Coveo Case Deflection Panel
  6. Configuring the Coveo Insight Panel
  7. Configuring a Recommendations Panel
  8. Configuring Coveo Query Filters
  9. Configuring Coveo Machine Learning Models