Create an AI index from administration

To provide an AI-powered search in Inspire, an administrator must first enable the AI feature, and the ability to create an index. After that is done, you can now create the actual index.

Before you begin:

To access this premium feature, you must purchase it separately. Please contact your Vasont customer representative.
An administrator must enable the type of index you want to create. If you haven't done so yet, follow the steps in:
- Enable creating an AI index for approvals
- Enable creating an AI index for submittals

Tips and tricks

You can create one or both of the following indices, depending on which ones you have enabled:

Approve. Create this index if you want to build up the content that can be available in a chat bot you provide to your customers. This index stores data automatically when a user approves or signs a component in the Components browser. Users can also manually add data to this index.
Submit. Create this index if you want to build up the content that is used by authors in the Oxygen editor when they ask the AI Assistant a question. This index stores data automatically when authors Submit and Save a component in the Oxygen editor. Users can also manually add data to this index.

You can only create one index per action. For example, if you create an index for the Approve action, and then try to create another index for it, you see the following error:

For more background on the premium AI feature, read:

To create an AI index:

From the Administration menu, select Advanced Settings, and then AI configuration management.
You won't see this option unless you have purchased the AI premium feature, enabled it, and logged out and back in again.
On the AI configuration management screen, click Create.
On the Create AI Index screen:
1. In Action, select an option. Each option refers to the type of index you have enabled and the action that a user takes to add content to that index.
2. Click Create.
  Results: You see the index listed on the AI configuration management screen.
  - Inspire now automatically adds content to the appropriate index when a user performs the selected Action.
  - Users can also manually add content to an index from the Selected Components panel.
  - If you created an Approve index:
    
    Users can now add content to the index by:
    
    Opening the Components browser, right-click an unapproved component, and select the Approve option.
    
    Manually adding to an index by selecting components in the Components browser and using the Selected Components panel.
    If a user selects a component that has not been approved, they will see an error and that unapproved component will not be added to the index.
    
    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.
  - If you created a Submit index:
    
    Users can now add content to the index by:
    
    Opening a component in the Oxygen editor and clicking the Submit and Save button.
    
    Manually adding to an index in the Component browser's Selected Components pane.
    
    Users can now work with the AI Assistant in Oxygen and ask a question about content.
    
    Find content in the Oxygen AI Assistant pane
    
    Insert content from the Oxygen AI Assistant pane
    
    Copy content from the Oxygen AI Assistant pane
Repeat steps 2-3 for each index you have enabled.