The search box (sometimes called search bar) is sometimes the quickest way to find a relevant policy or procedure. This is located above the navigation of a wiki tab.

When you search for a few words from the box above the navigator, it will search through all articles in the current tab. Any articles that you do not have permission to view will be omitted from the results.

Tip: When editing articles, when you insert a link you can type in a search term and press "down" to see search results, and insert a link to that article.

If you enter in a question, or more than a few words, and Enhanced AI is enabled, you'll be taken to the AI chatbot instead - see below for more information.

Here are some tips that can be used when performing the regular search:

• Search for a root word, eg. secure, and it will also search for variations on that word, such as security. Note: this currently only works for English language articles.

• Terms found in the article will appear highlighted in excerpts of each article shown in the results

• You can combine words and it will find articles that contain both terms. After that,  you will see articles that contain either word

• Putting terms in double quotes will try to find an exact match for that phrase.

• Articles are ranked by a variety of factors, prioritizing the title of the article, how far up and how frequent the text appears in the article, and how accessible the article is.

Note: Our platform uses the Apache Lucene search engine (v4.8 as of the 5.1 release).

AI Search

If you have enabled enhanced AI (see Setting Up AI For Agents ), you can also use AI to perform the search and answer questions. Once this is enabled, any search entry entered that is a question (ie. ends with a question mark) will direct the search to the Policy Support Agent. It will search through all the articles, across all available tabs, find relevant articles to answer the question, and then attempt to answer the question itself using that information.

It will usually provide links to the articles it found. You can continue the conversation to dig in further or have the AI explain articles to you.

Note that there may be limits to how many conversations an end user can have with the support agent each day, depending on the Agent Settings set up by the administrator. This is to control AI usage costs, but can be changed easily should the limits be found to be too inhibiting.