Create Insight Panels with the builder

This is for:

Developer System Administrator

The Coveo Insight Panel Builder is an intuitive tool designed to let you build Insight Panels without writing any code. The interfaces built using the Insight Panel Builder can be deployed to popular Customer Relationship Management (CRM) systems such as Salesforce or Customer Service Management (CSM) systems such as ServiceNow.

Insight Panel Builder

The Insight Panel Builder is available once you’ve created an Insight Panel configuration. It’s accessible via the Insight Panel (platform-ca | platform-eu | platform-au) page of the Coveo Administration Console, and relies on Coveo’s latest UI framework, Coveo Headless, which supports both the Coveo Quantic (Salesforce only) and Coveo Atomic libraries.

Features

Result templates

Result templates set how individual query results appear in the Hosted Insight Panel based on certain conditions. For example, you can display PDF and Web results differently. The Search results display panel lets you create result templates, configure display options, and enable result actions and tags (see Configure result templates).

Filtering options

The Filtering options panel lets you configure navigation components such as facets and tabs quickly and easily (see Configure filtering options).

Settings

The Settings panel lets you access the Hosted Insight Panel’s configuration ID, as well as enable key features such as Smart Snippets, Relevance Generative Answering (RGA), Insight Full Search (Salesforce only), and User Actions (see Configure settings).

Important

Coveo Relevance Generative Answering (RGA) is a paid product extension. Contact Coveo Sales or your Account Manager to add RGA to your organization license.

Version history

The Version history panel lets you view, manage, and restore earlier versions of your Coveo Insight Panel Builder implementation. A new version is generated every time you save changes in the builder (see Manage version history).

Access the Insight Panel Builder

  1. On the Insight Panel (platform-ca | platform-eu | platform-au) page, click the desired Insight Panel configuration, and then click Edit in the Action bar.

  2. Under Insight Panel Builder, click Edit interface.

    Access Insight Panel Builder | Coveo for Salesforce
Note

The Insight Panel Builder is also accessible when adding an Insight Panel configuration.

Required privileges

The following table indicates the privileges required to view or manage Insight Panels (see Manage privileges and Privilege reference).

Action Service Domain Required access level

View elements of the Insight Panel (platform-ca | platform-eu | platform-au) page

Organization

Organization

View

Customer Service

Insight Panel configuration

View

Manage elements of the Insight Panel (platform-ca | platform-eu | platform-au) page

Organization

Organization

View

Customer Service

Insight Panel configuration

Edit

View an Insight Panel interface in a Customer Relationship Management (CRM) system

Customer Service

Insight Panel interface

View

Create, update, or delete an Insight Panel interface

Customer Service

Insight Panel interface

Edit

View items relevant to a case using the Insight Panel interface

Customer Service

Insight Panel items

View

View user actions relevant to a case using the Insight Panel Interface

Customer Service

Insight Panel User Actions

View

What’s next

Once you’re satisfied with your Coveo Insight Panel Builder implementation, learn how to integrate a Hosted Insight Panel in your CRM or CSM system.