- Integrating a Coveo Insight Panel Lightning Component
Using the Result Actions
Result actions are buttons that enable users to perform one-click actions on search results from the Coveo Insight Panel Lightning Component (see Integrating a Coveo Insight Panel Lightning Component). In addition to providing a convenient way for your agents to explore and share search results, result actions usage is recorded and intelligently used by Coveo Machine Learning (Coveo ML) Automatic Relevance Tuning (ART) models to improve the search result ranking.
Seven result actions are currently available:
Each action has an icon. Icons are always displayed beside a result.
Attach to Case
The Attach to Case result action adds a paperclip to the items suggested in the Coveo Insight Panel Lightning Component. Users can attach those items to any Salesforce object, even non-case objects, by clicking the paperclip icon.
Attached items have a yellow paperclip .
For more information, see Adding the AttachedToCase Result Action in a Coveo Insight Panel Lightning Component.
Copy to Clipboard
The Copy to Clipboard result action lets users copy a result to their clipboard by clicking .
You can also customize the Copy to Clipboard options.
The Quick View result action lets users preview a result without leaving the search page by clicking .
You can also change the default Quick View in Coveo for Salesforce.
Send as Email
The Send as Email result action lets users insert a result link to an email by clicking .
By default, the Send as Email result action is automatically handled for all Salesforce standard object types (e.g., Account, Opportunity, etc.), except Case. However, you may want to:
Configuring Send as Email for Cases
Ensure that you enabled the Email-to-Case option (see Enable and Configure Email-to-Case).
You should also create a Send Email quick action to be able to use the Send as Email result action (see Create a Send Email Quick Action for Cases). You must ensure that the created Send Email quick action name is
In Salesforce, access your Lightning Service Console, and open any of your cases.
Select the Email action.
Hover over a result in the Coveo Insight Panel Lightning Component and click .
You should now see your recommended solution inserted in your email text box.
To customize your Send as Email component, see ResultActionsSendEmail Component.
Changing the default name of the component might affect the custom code (see Send as Email Result action appears to be missing from the Insight Panel).
Configuring Send as Email for Custom Objects
To take advantage of the Send as Email result action for custom objects, you must set up the Email tab in your custom object record pages:
Select the Allow Activities option on your custom object (see Manage Custom Objects).
Add the Salesforce Activities component to your record pages (see Standard Lightning Page Components).
Post to Feed
The Post to Feed result action lets users insert a result into a chatter post by clicking .
In Salesforce, access your Lightning application, and then open any of your records.
You must open an object record for which the Coveo Insight Panel Lightning Component was integrated.
Access the Chatter Salesforce component, and then select the Post tab.
Hover over a result in the Coveo Insight Panel Lightning Component, and then click .
To customize your Post to Feed component, see ResultActionsPostToFeed Component.
Send to Chat
The Send to Chat result action lets users insert a result to a chat conversation by clicking .
Ensure that you have enabled the Live Agent in your Salesforce organization.
While you’re in an active Live Agent chat session, you can hover over a result in the Coveo Insight Panel Lightning Component and click .
To customize your Send to Chat component, see ResultActionsSendLiveAgent Component.
The CoveoResultQuickAction result action is a result template component that lets users add a custom result action that uses a Salesforce action.
You can replace the existing result actions with the generic
In Salesforce, access the Lightning Console that contains your Coveo Insight Panel Lightning Component.
Access the Edit mode of your Coveo Insight Panel Lightning Component.
Access the Code View tab.
<div class="CoveoResultActionsMenu">, add the following line:
To customize your CoveoResultQuickAction, see CoveoResultQuickAction Component.
Adding the Result Actions to the Full Search Page
Result actions must be added to each result template in the Full Search page.
In your Coveo Insight Panel Lightning Component, click Full Search to access the Full Search page.
Access the Interface Editor of the Full Search page.
In the menu on the left, click the cogwheel icon to access the Result Templates tab.
Choose the result template where you want to insert the result actions, and access the Code tab.
<div class="coveo-result-frame">element, depending on the result actions you want to add to the search page, add the following snippet:
<div class="CoveoResultActionsMenu"> <div class="CoveoAttachToCase" data-display-tooltip="true"></div> <div class="CoveoCopyToClipboard"></div> <div class="CoveoSalesforceQuickview"></div> </div>