Configure AI indexing for Agentic Contact Center for Banking

Configure AI indexing to enable intelligent search capabilities across financial accounts, cases, and customer interactions in Agentic Contact Center for Banking.

Before you begin

Role required: admin

Procedure

1. Navigate to All > AI Search > AI Search Index > Indexed Sources.

2. Activate the following indexed sources if they aren't already active:

   • Financial Accounts
   • Financial Services Base
   • Interaction

   • Select the record for the indexed source.

   • Select the Active check box if it isn't already selected.

3. For each indexed source, select Index All Tables, then select OK.

4. Navigate to All > AI Search > Search Experience > Search Profiles.

5. For each of the following search profiles, open the record and select Publish:

   • Financial Accounts Search Profile
   • Financial Services Base Search Profile
   • FSO Interaction Search Profile

Result

AI indexing is configured for Agentic Contact Center for Banking.

Parent Topic:Configuring Agentic Contact Center for Banking

Related topics

Indexed Source form

Perform a full table index or reindex for a single AI Search indexed source

Publish an AI Search search profile