Integrate a Coveo Quantic Insight Panel Component

Important
Closed Early Access Program (EAP)

This article describes functionality that’s available only for select customers in the now closed Coveo Quantic Insight Panel EAP. Stay tuned for the upcoming GA release!

The Coveo Quantic Insight Panel component is a packaged container component that lets you easily integrate a next-generation Coveo Hosted Insight Panel in Salesforce. This component enables your service agents to access valuable Coveo-powered content and user insights without leaving the case record they’re viewing or editing.

Quantic Insight Panel

Prerequisites

Procedure

To add the Coveo Quantic Insight Panel component to a record page

  1. In Salesforce, access your Lightning Application (e.g., Lightning Service Console).

  2. Open any case record.

  3. In the upper-right corner of the page, click the Setup icon button (cogwheel icon), and then select Edit Page.

  4. Drag and drop the Coveo Quantic Insight Panel component on the Record Detail page, to the location of your choosing.

    Quantic Insight Panel Animation
  5. In the component details section, specify the Configuration ID that was automatically generated when you created your Hosted Insight Panel configuration (see Retrieve an Insight Panel Configuration ID).

  6. At the top right, click Save.

  7. Activate the new page, if not already done.

    Activate New Page
    Warning

    At the time of writing, if you use the ORG DEFAULT tab to activate your page, your changes may not be saved when you leave the Lightning App Builder. As a result, we recommend using either the APP DEFAULT or the APP, RECORD TYPE, AND PROFILE tab, as appropriate, to activate your record page.

  8. At the top left of the Lightning App Builder toolbar, click the Back icon button.

The Coveo Quantic Insight Panel component is now available in the Service Console.

Tip

You may need to reload the page to view your changes.

What’s Next

For more information on the Hosted Insight Panel, see Get Started With the Coveo Hosted Insight Panel Solution.