Set Default Search Filters in Context Panel
How can I set default search filters for Knowledge in the context panel?
Setting default search filters helps streamline the search process for agents. In the Admin Center, go to Workspaces > Agent tools > Context panel, and find the Default filters section. Here, you can add or remove filters using the dropdown menu, selecting up to five filters per type. These filters will be automatically applied to agent searches unless manually changed. Remember to save your changes to ensure they take effect.
More related questions
How do I enable or disable Knowledge in the context panel?
To enable or disable Knowledge in the context panel, navigate to the Admin Center and select Workspaces in the sidebar, then choose Agent tools > Context panel. Here, you can find the configuration settings for the context panel. In the Knowledge…
What are the steps to configure Knowledge sources in the context panel?
Configuring Knowledge sources in the context panel involves selecting which content sources are included in searches. First, ensure that Knowledge is enabled in the Admin Center under Workspaces > Agent tools > Context panel. Then, choose the…
What content sources can be included in Knowledge searches?
In Knowledge searches, you can include various content sources such as Knowledge articles from your help center, Community posts, and External content if federated search is configured. This allows agents to access a wide range of information to…
Can I restrict article creation to templates in the context panel?
Yes, you can restrict article creation to templates in the context panel. This is done by selecting the 'Require articles templates' checkbox in the configuration settings. This ensures that agents and admins create articles using existing…
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