Choose the right Insight Panel component

Coveo for Salesforce provides the following Insight Panel components:

This article provides guidance on choosing the right component to implement an Insight Panel in your Salesforce organization.

Top features and differentiators

The following table lists the top features and differentiators to help you decide which Insight Panel component is right for you.

Tip

The Coveo Insight Panel Classic Component isn’t included in this table because it’s not an option for new implementations.

Features and differentiators Coveo Hosted Insight Panel (Recommended) Coveo Quantic Insight Panel (Custom) Coveo Insight Panel Lightning (Legacy)

Write custom code

Not available

Develop custom LWC

Develop custom JavaScript

Fetch results

Dedicated Insight Panel APIs

Dedicated Insight Panel APIs

Coveo Search API

Edit interface

Insight Panel Builder

Develop custom LWC

Legacy Interface Editor

Relevance Generative Answering (RGA)

Out of the box

Out of the box

Custom JavaScript component

User actions

Out of the box

Out of the box

Out of the box

Built with

LWC

LWC

Aura [1]

New features

Available with package update

Available with package update or custom code

Not available

1. The Aura framework is in maintenance-only mode. Aura components are being rewritten as LWC by Salesforce.

Comparison matrix

The following table provides a more in-depth comparison of the features supported by each Insight Panel component available in Coveo for Salesforce.

Feature Coveo Hosted Insight Panel (Recommended) Coveo Quantic Insight Panel (Custom) Coveo Insight Panel Lightning (Legacy) Coveo Insight Panel Classic (Deprecated)

Automatic Relevance Tuning (ART)

check

check

check

check

Badges

check

check

check

x

Case context fields

check

check

check

check

Create Article button

x

check

check

check

Display a list of attached results

x[1]

x

check

check

Dynamic Navigation Experience (DNE)

check

check

check

check

Expand to Full Search

check

check

check

check

Facets

check

check

check

check

Insight Query Summary

check

check

check

x

Intelligent Term Detection (ITD)

check

check

check

check

Keyword highlighting

check

check

check

check

Missing terms

x

x

check

x

Query correction

check

check

check

x

Query Suggestions (QS)

check

check

check

check

Result actions: Attach to case

check

check

check

check

Result actions: Copy to clipboard

check

check

check

x

Result actions: Custom Result Action

x

check

check

check

Result actions: Post to feed

check

check

check

check

Result actions: Quick view

check

check

check

check

Result actions: Send as email

check

check

check

check

Result folding

check

check

check

check

Result templates

check

check

check

check

Search within facets

x

check

check

check

Smart Snippets

check

check

check

x

Tabs

check

check

check

check

Tags: Featured

check

check

check

check

Tags: Recommended

check

check

check

check

Tags: Viewed by customer

check

check

check

x

Triggers

check[2]

check[3]

check

check

1. The Hosted Insight Panel supports attaching results to a case with the Attach to case result action. However, it doesn’t include a feature to display a list of the attached results for a given case. Consider using the Coveo Attached Results Lightning component until this feature becomes available.

2. The Hosted Insight Panel only supports the Query and Notify triggers.

3. The Quantic Insight Panel only supports the Query and Notify triggers.

What’s next?

For more information on how to integrate the different Coveo Insight Panel components, see the following resources: