Create an AI index for approvals

As an administrator, you can create an index to allow users to add data to it and enable an AI-powered search in a chat bot. The index stores numerical representations of data that is saved after a user goes to the Components browser and selects the Approve option and either signs or confirms the approval.

Tips and tricks

  • Vasont can provide you with a JavaScript file that you can use to generate a chat box in any website you provide for your customers. The content in the chat bot can be used by customers to ask questions and get quick answers without requiring the customer to read an entire published document.
  • After an administrator creates an index, users can also manually add any approved content to it from the Selected Components panel.
  • You can only create one index per action. If you try to create another index for the Approve action, you see the following error:

  • If an index already exists for the Approve action and you want to rebuild it to make sure it includes the latest content, you must use the Build action. Follow the steps in Build an index from administration.
  • If an index already exists for the Approve action and you want to replace it, you must delete it first. Follow the steps in Delete an index.

To create an AI index for approvals:

  1. From the Administration menu, select Advanced Settings, and then AI configuration management.

  2. On the AI configuration management screen, click Create.
  3. On the Create AI Index screen, in Action, select Approve.

    Results: The Create AI Index screen closes. You see the AI Index for Approve in the list.

    Users can now add content to the index by:

    • Opening the Components browser, right-click an unapproved component, and select the Approve option.
    • Manually building an index to include multiple components selected in the Components browser. The AI Assistant option is available in the Selected Components pane.

    If you need to reference the AI Index ID, you can quickly copy it to the clipboard by going to the ID's row and clicking the Copy to clipboard icon.