Activating Intelligent Term Detection in Coveo for Microsoft Dynamics 365

The Coveo Machine Learning service Intelligent Term Detection (ITD) feature extracts important words from large strings to use them in a query to the Coveo Index (see What’s Coveo for Microsoft Dynamics 365?). This feature is essential when leveraging entity context in an Insight panel, as it identifies the keywords in an entity that will lead to the most relevant search results for this entity (see Understanding Entity Context).

When ITD is activated, entity context is sent using the lq expression instead of the q expression (see large query expression (lq).

To use ITD with Coveo for Microsoft Dynamics 365 and thus leverage entity context, you must activate ITD in your query pipeline, and then add the Refined Query component to your search page.

Step 1: Activate ITD in Your Pipeline

For Coveo Machine Learning to receive the entity context and extract the most important keywords from this data, you must activate ITD in the desired pipeline via the Coveo Cloud Administration Console.

  1. Access the Coveo Cloud Administration Console (see Administration Console).

  2. Ensure that you have a Coveo Machine Learning Automatic Relevance Tuning (ART) model activated in the appropriate pipeline (see Adding and Managing Query Pipelines and Adding and Managing Coveo Machine Learning Models).

  3. Under Search, select Query Pipelines.

  4. Click your case deflection pipeline. You can choose default if you have not created custom pipelines yet.

  5. In the Action bar, click Edit Components.

  6. In the Machine Learning tab, click the desired Automatic Relevance Tuning model, and then in the Action bar, click Edit.

  7. In the Edit a Machine Learning Model panel, click Advanced Configuration to expand this section.

  8. Check the Enable Intelligent Term Detection (ITD) box.

  9. At the bottom of the panel, click Save.

Your change should apply within the next hour (see Editing a Machine Learning Model Without Service Interruption).

Step 2: Add the Refined Query Component to Your Insight Panel

The Refined Query component relies on ITD to extract the most important keywords from the entity context and suggest entity-specific search results. To leverage entity context in your Insight panel, you must therefore add a Refined Query component to this search page.

  1. Open the Interface Editor for the desired search page (see Editing a Search Page).

  2. Click the UI Settings icon (UI Settings icon) to the upper-left corner of the screen.

  3. Add a Refined Query component (see Adding Components).

  4. In the component settings, using the Liquid syntax, enter the fields of which the content should be passed to ITD (see Contextual Queries and Liquid Objects).

    There are no advantages to transferring the content of many fields to ITD. Actually, it may be easier for you to fine-tune search result relevance if you start with the two or three most relevant fields. You can then let Machine Learning react to user interaction with the search results and later change the Refined Query configuration if you feel the need to, depending on your use cases.

    If the interface is located in a case form, you may want to use the title and description fields. These are specified as follows: {{ form.title }} and {{ form.description }}.

  5. Click Apply.

Machine Learning needs to gather some data to analyze before it can return suggestions. In the meantime, ITD falls back on the $Some Query component, which also extracts keywords from strings (see $Some Query). Once Machine Learning has learned from search page users’ behavior, it takes over, and its suggestions will evolve as it keeps learning and analyzing.

What’s Next?

Leverage entity context in your Insight panel for more proactivity (see Leveraging Entity Context in the Insight Panel). See also Leveraging Custom Contexts in Coveo Machine Learning Features for more information on Machine Learning ITD.

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