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 Smart Snippets, Relevance Generative Answering (RGA), Insight Full Search, and User Actions.

Settings panel | Coveo

Specifically, it offers the following capabilities:

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 Smart Snippets

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

  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.

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 the Full Search checkbox.

  3. Click Save to apply your changes.

Enable User Actions

Note

The User Actions functionality is disabled by default and can only be leveraged in your CRM system (see View User Actions).

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

  2. Under Insight Panel features, select the User Actions checkbox.

  3. Click Save to apply your changes.