Configure settings

This is for:

Developer System Administrator

The Settings panel of the Coveo Insight Panel Builder lets you access the Hosted Insight Panel’s configuration ID, as well as enable key features such as Insight Full Search, Smart Snippets, and Relevance Generative Answering (RGA).

settings panel

Specifically, it offers the following capabilities:

Important
Important

Smart Snippets and Relevance Generative Answering (RGA) aren’t supported in the same Hosted Insight Panel interface. You must enable one or the other.

Access the Hosted Insight Panel configuration ID

  1. In the Insight Panel Builder, select the Settings tab.

  2. Under Configuration ID, click copy16px to copy the Hosted Insight Panel configuration ID to your clipboard.

Enable the Insight Full Search functionality

Although the Insight Full Search button (Insight Full Search button) appears in the upper-right corner of the Builder preview, this functionality can only be leveraged in your CRM system (see Activate the Insight Full Search functionality).

Note

The Insight Full Search functionality is enabled by default.

  1. In the Insight Panel Builder, select the Settings tab.

  2. Under Insight Panel features, select or clear the Full Search checkbox to enable or disable the feature respectively.

  3. Click Save to apply your changes.

Enable Smart Snippets

Important
Important

Enabling the Smart Snippets option allows Smart Snippets to appear in your Insight Panel interface. However, this setting has no effect unless a Smart Snippet model has already been created and associated with a query pipeline. See Optimize search performance for details.

  1. In the Insight Panel Builder, select the Settings tab.

  2. Under Results page, select the Smart Snippets option.

  3. Click Save to apply your changes.

Enable Relevance Generative Answering (RGA)

Important
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.

  • Enabling the Relevance Generative Answering option adds the RGA component to your Hosted Insight Panel interface. However, this setting has no effect unless an RGA model has been created and associated with your search interface’s query pipepline. See Optimize search performance for details.

  1. In the Insight Panel Builder, select the Settings tab.

  2. Under Results page, select the Relevance Generative Answering option.

  3. Click Save to apply your changes.