Customer Portal: Intent Guide

The RightNow Intent Guide uses natural language searching to return results that guide customers directly to the information they need. Using best-in-class semantic search technology combined with industry-specific linguistic dictionaries and advanced algorithms, your customers’ questions are matched to the most relevant content to deliver the right answers immediately.

The CombinedSearchResults widget used with Intent Guide can return not only the search results from natural language searching, but also answers from your knowledge base and posts from RightNow Community.

Intent Guide searches do not support the use of wildcards. As a result, although wildcard searching may return results from the knowledge base and community posts, it will not return Intent Guide search results unless the wildcard character is part of the answer.

Configuring Intent Guide

Before you begin editing customer portal pages for Intent Guide, you’ll first need to define Intent Guide configuration settings.

1. Log in to RightNow CX
2. Click the Configuration button on the navigation pane
3. Double-click Configuration Settings under Site Configuration
4. Click RightNow Common
5. Click INTENT_GUIDE_ENABLED under RightNow Intent Guide > General
6. Select the Yes radio button, click Update, and then click Commit and Exit

(Click to enlarge)
(Click to enlarge)

Important: Additional setup is required to implement Intent Guide on your site. Contact your Oracle RightNow account manager to schedule this work.

7. To change the URL of the page that displays an Intent Guide answer from the default answers/intent, change the value of CP_INTENT_GUIDE_URL.
a. Click RightNow User Interface
b. Select CP_INTENT_GUIDE_URL under Customer Portal > Pages
c. Type the page name in the Value field
d. Click Update
8. Click Commit and Exit

(Click to enlarge)
(Click to enlarge)

Overview of Intent Guide on the customer portal

By default, Intent Guide is not configured as part of the customer portal reference implementation. However, a default intent.php file is included in the standard and mobile page sets to display individual Intent Guide answers that appear in the search results. Two widgets – IntentGuideDisplay and CombinedSearchResults – are also included among the standard widgets.

Note: If your Oracle RightNow account manager has implemented Intent Guide on your site and you have configured the site, you can modify the customer portal pages to take advantage of the feature.

Intent Guide search results may link to absolute URLs as well as answers in your knowledge base. Duplicate answers returned in both the knowledge base results and Intent Guide results are removed from the knowledge base results.

Note: When answers created on the Intent Guide site reference answers in the RightNow CX knowledge base, duplicate answers are removed only when the RightNow CX answers are referenced by their answer IDs. If the Intent Guide answers use URLs to reference RightNow CX answers, the customer portal page will display duplicate search results.

Note: Knowledge base answers displayed in the Intent Guide results section of the page are not checked for status, so all relevant answers are displayed with a link. If customers click a link for a private answer in the Intent Guide search results, they will not be able to view the answer. Answer IDs are not validated, so Intent Guide results that point to invalid answers in the RightNow CX knowledge base will still appear as links on the page.

Answer types that are not supported in Intent Guide include SQL, XML, action, JavaScript, and local URL. These answers will be stripped from the result set before being displayed.

To use Intent Guide, you’ll edit the Answers page (or the answers list page on the mobile implementation) to display Intent Guide search results. Instead of displaying individual answers on the answers/detail page, the customer portal displays them on the answers/intent page that is called when Intent Guide is used.

When Intent Guide is enabled and the standard Answers page is edited, the search results are displayed by the CombinedSearchResults widget and resemble the following figure.

The Intent Guide results may display a Similar Questions link. When customers click the link, a screen similar to the following figure appears.

Selecting an individual answer results in a display that resembles the following figure. This answer is displayed using the IntentGuideDisplay widget on the answers/intent.php page.

Adding Intent Guide functionality to standard pages

The following steps provide an overview of customer portal changes required to use Intent Guide

Step 1: Remove the AdvancedSearchDialog from the Support Home page. Since the search results from Intent Guide and the Community cannot use advanced search filters, we recommend removing them from the page to avoid confusion for your customers. The search field now appears without the Advanced Search link.

1. Open the home.php file in the /views/pages folder.
2. Delete the following line of code:

<rn:widget path=”search/AdvancedSearchDialog” report_page_url=”/app/answers/list” show_confirm_button_in_dialog=”true”/>

3. Save home.php.

Step 2: You may want to edit the CSS file to minimize the blank space above the search field after the Advanced Search link has been removed

1. Open the site.css file in the /euf/assets/themes/standard folder.
2. Locate the following code, which begins around line 409.

#rn_SearchControls form input[type=”submit”],
#rn_SearchControls form input[type=”image”] {
margin:1.3em 0 0 1.3em;
padding:.4em 1em;

3. Edit the code you located in step 2 so it matches the following.

#rn_SearchControls form input[type=”submit”],
#rn_SearchControls form input[type=”image”] {
margin:0 0 0 15px;
padding:7px 14px;
*padding: 4px 14px; /*IE6/7*/

4. Locate the following code, which begins around line 437.

#rn_SearchControls .rn_SearchInput label {
*bottom:-50px !important;
*position:relative !important;

5. Edit the code you located in step 4 to remove the star-prefixed rules so the code matches the following.

#rn_SearchControls .rn_SearchInput label {

6. Save site.css.

Step 3: Edit the Answers page to remove the AdvancedSearchDialog widget as you did on the Support Home page. Then you’ll replace the Multiline2 report widget, which displays standard search results, with the CombinedSearchResults widget, which displays results from Intent Guide, the knowledge base, and community posts. You’ll add an attribute to the ResultInfo2 attribute to display results from the combined search.

To edit the Answers page for Intent Guide:

1. Open the list.php file in the /views/pages/answers folder.
2. Delete the following line of code:

<rn:widget path=”search/AdvancedSearchDialog” show_confirm_button_in_dialog=”true”/>

3. Locate the following line of code:

<rn:widget path=”reports/Multiline2″/>

4. Replace the code you located in step 3 with the following:

<rn:widget path=”search/CombinedSearchResults”/>

5. To prevent the display of one or more types of results, perform one or more of the following actions.
a. To prevent the display of knowledge base answers, click here.
b. To prevent the display of Intent Guide results, add intent_guide_results=”0″ to the code you added in step 4.
c. To prevent the display of community posts, add social_results=”0″ to the code you added in step 4.

6. Locate the following line of code:

<rn:widget path=”reports/ResultInfo2″ add_params_to_url=”p,c”/>

7. Add the combined_results attribute to the ResultInfo2 code you located in step 6. If you want to display all the search results, set the attribute value to “all” as in the following code.

<rn:widget path=”reports/ResultInfo2″ add_params_to_url=”p,c” combined_results=”all”/>

8. Save list.php.

To prevent the display of knowledge base results:

Note: This procedure assumes you have already replaced the Multiline2 widget with the CombinedSearchResults widget as described in the steps before.

1. Open the list.php file in the /views/pages/answers folder.
2. Locate the following line of code.

<rn:widget path=”search/CombinedSearchResults”/>

3. Add the display_knowledgebase_results attribute to the code and set its value to false so your code looks like the following.

<rn:widget path=”search/CombinedSearchResults” display_knowledgebase_results=”false” />

4. Delete the following line of code.

<rn:widget path=”reports/Paginator”/>

5. Locate the following line of code.

<rn:widget path=”reports/ResultInfo2″ add_params_to_url=”p,c”/>

6. Add the display_knowledgebase_results attribute to the ResultInfo2 widget as you did to the CombinedSearchResults. Also add the label_results attribute to the code to change the Results label. (The default value is similar to “Results 1 – 10 of 45,” while this edited version displays “Results 1 – 10.”)

<rn:widget path=”reports/ResultInfo2″ add_params_to_url=”p,c” display_knowledgebase_results=”false” label_results=”Results %d – %d” />

7. Save list.php.

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