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AI Copilot

How do I test what the assistant can find?

Run a search against the index.

You will see which passages match a query.

Before you start

Content must be indexed first.

Steps

  1. In the Knowledge Base card type at least 2 characters in Test semantic search….
  2. Press Search.

What you will see

Up to five results with source type, match percentage and a snippet; "No results found." otherwise.

If something goes wrong

  • Results respect your own permissions; a colleague may see more or less.
  • A site with only wildcard CRM permissions (not a full superadmin) may see no CRM results in older versions.
  • The tester uses a slightly lower threshold than chat.

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