Search AI

This article explains what Search AI is and how to use it.

Package information: Search AI is available to Starter, Growth, and Enterprise package users.

What is Search AI?

Happeo Search AI leverages cutting-edge artificial intelligence (AI) to transform your intranet search experience. It delivers clear, concise answers by pulling relevant information from your intranet or enabled integrations. No more struggling with perfect keywords—Search AI understands context and synonyms, providing accurate responses to keep your workflow uninterrupted.

Search AI can generate answers to questions using data from:

Happeo content:

• Pages
• Posts (excl. post comments)
• Attached files (see below)
• Channels (name and description)
• People (user profiles)

Integrations:

• Google Drive
• Sharepoint
• OneDrive
• Slack

By default, Search AI generates responses from Happeo content. If needed, you can select an enabled integration to generate an AI response from that specific source. However, Happeo Search allows only one integration filter to be used at a time.

Note: Search AI prioritizes text-based documents and files with clear, descriptive titles. It cannot generate responses from images, videos, or audio files. 

Attached files

As well as retrieving information from Happeo content, Search AI can also surface information from attached files within Happeo. This refers to documents that are added to:

• Posts
  • Link Chips
  • Link Attachments 
• Pages 
  • Link Chips within Text Widget
  • File Widget
  • File List Widget

Note: URLs are not considered “attached files” and are therefore not searchable. However, URLs linking to Happeo, Google Drive, Microsoft SharePoint, or OneDrive will automatically convert into Link Chips, improving searchability. Read more here. 

Processing steps

Each Search AI response includes detailed processing steps, also known as a “train of thought”—a step-by-step breakdown that explains how the AI generates its answer.

As the system works through stages like searching for relevant content, analyzing results, and composing an answer, users can see the AI’s progress in real time. If the process takes longer, these live updates provide transparency and keep users informed.

Users can click the downward arrow next to the generated answer to reveal the full breakdown, which includes:

• What content or integrations were searched
• Which posts, pages, or files were reviewed, including attached documents
• The sources used to generate the response

This breakdown not only clarifies how the AI arrived at its output but also supports troubleshooting. By understanding where the AI pulled its information from, users can identify if content is missing, outdated, or incorrectly referenced.

Seamless insights & multilingual support

Happeo ensures a seamless search experience for global workforces by interpreting queries in nearly 100 languages. While AI responses are initially returned in English, users have the option to translate them into their preferred language.

Note: The accuracy of AI-generated responses improves when the query and referenced content are written in the same language. For example, if your organization’s content is primarily in French, queries submitted in French will yield more reliable results compared to queries in a different language, such as Polish.

Personalized for you

Happeo goes beyond generic search. Users receive information specifically relevant to their role and location, increasing efficiency. This personalized approach ensures everyone finds what they need quickly and easily.

Transparent confidence score

Happeo provides a confidence rating with each answer, based on the quality of results and relevancy of response. This helps users determine the reliability of the response provided, which is presented in one of two ways:

Confident

• The evaluator icon will be green
• The tooltip next to the evaluator, when clicked, will open a modal that provides a detailed explanation as to why we have given this confidence rating

Not confident

• We will display a caveat message above the response, highlighting that we are not confident in the accuracy of the response provided
• The evaluator icon will be orange

The tooltip next to the evaluator, when clicked, will open a modal that provides a detailed explanation as to why we have given this confidence rating

In-built feedback

While AI evaluates the reliability of its responses, we understand the value of human verification. That’s why users are encouraged to provide feedback, especially when something doesn’t work as expected.

Our in-built feedback mechanism allows users to react to AI-generated responses with a thumbs up or thumbs down, along with written feedback explaining the reason for their response. 

This feedback can be reviewed by admins within the AI Feedback section of Analytics to identify whether content is missing, outdated, or incorrect. It also helps Happeo improve the retrieval service, refine prompts, and develop new features to improve the reliability of Search AI.

Note: Happeo does not have access to user queries or AI-generated responses—only the feedback submitted by users is visible.

Introduce Search AI to your organization

If you’re considering introducing Search AI to your organization, check out our Search AI Rollout Guide for more supporting materials.

How to enable and manage Search AI

To enable Search AI as an Admin, you can:

1. Click on your avatar and select Admin Settings
2. Visit the Search or Happeo AI section from the left-hand navigation
3. From either sections, toggle AI Response on or off at the top of the page

Note: To search through specific integrations, check that Search AI has been enabled:

1. Click on your avatar and select Admin Settings
2. Visit the Search section from the left-hand navigation
3. Navigate to an integration that references “Search AI” 
4. Click the downward arrow to expand the integration settings
5. Make sure the the Search AI toggle is on to use the integration in Search AI

How does it work?

To use Search AI, type a question into the Happeo Search box. The system will generate a response based on Happeo content or from an enabled integration if a filter is applied.

While the response is being generated, you may see detailed processing steps that show how the AI is searching, analyzing, and compiling the answer. This provides transparency into the process and keeps you informed until the response is delivered.

If the response is detailed, you can click “Read more” below the AI-generated answer to view additional details. This expanded section may include further explanations or supporting information. The sources used to generate the response will also be listed, with bracketed references included directly within the text.

How to use it

1. From Happeo’s search bar, search for specific information with search terms or ask a direct question like "What's the latest company policy on remote work?"
   • An AI-generated response will be presented, sourced from information within Happeo content 
   • Or, to search through an enabled integration, select the filter and a new AI response will be generated based on your initial query and the chosen integration you have selected
2. Change the language: To change the language, you can click the globe button and select the language you want the answer to be translated to
3. Expand the confidence score: To see a detailed explanation of the confidence score given, you can simply click the Answer evaluation button
4. Provide feedback: If you wish to provide feedback, you can click the thumbs-up or down icons next to the search evaluation button

Search AI Analytics

Package information: Search AI analytics is available to Growth, Enterprise, and Advanced Analytics package users.

Search AI is a search function that utilizes AI, either automatically or by user choice. A single session can involve multiple queries, and if AI is used for even one of those queries, the entire session is considered "Search AI enabled."

Unlike non-AI search, which often requires users to click through multiple results, Search AI can often provide direct answers to queries.

This shift in search behavior makes non-AI search analytics, which heavily rely on click data, less effective for understanding Search AI performance. But clicks don't always tell the whole story with Search AI. That’s where Search AI Analytics comes in – providing a more tailored approach to measuring user interactions and the effectiveness of AI-powered search.

AI Overview

To view Search AI analytics, follow the simple steps below:

1. Click on your avatar
2. Navigate to Analytics > Search > AI Overview

Key metrics:

• Total AI searches – The total number of searches performed using Search AI
• No answer percentage – The percentage of AI Search queries that did not yield a result
• Positive feedback – The percentage of positive feedback on AI Search results (based on "thumbs up" clicks)
  • Calculation – % of positive feedback = (thumbs up / total) * 100
  • Details – Clicking "View details" shows specific queries with positive feedback. For more information about feedback, please see the section titled “AI feedback” below
• AI vs Non-AI search usage – A comparison of the usage of AI Search versus non-AI search
  • You can change the way data is presented in the graph by clicking the line graph icon at the top right
  • You can also toggle “Search sessions with AI” and / or “Search sessions without AI” from the graph view

AI Feedback

Site owners and admins can analyze positive (thumbs up) and negative (thumbs down) user feedback on AI search results. This feedback includes both qualitative comments and quantitative data.

The table shows:

• Search Query – The wording of the search submitted for an AI response
• Date – When the query was submitted
• Feedback – Whether the response was given a thumbs up or thumbs down
• Description – The user's categorization of the AI result (e.g., 'correct answer,' 'easy to understand')
• Written feedback – The user's explanation for their rating (good or bad)

This additional context empowers site owners and admins to understand the reasons behind user feedback, helping them to identify and address any issues or gaps in their content.

CSV Export

To see a detailed overview of AI Search feedback data, click 'Export CSV' at the top-right of the Analytics page and select 'AI Search feedback data.'

In the export, you can find the following information:

• Timestamp – When the query was submitted
• Query – The wording of the search submitted for an AI response
• Voted – If the user gave a thumbs up or a thumbs down
  • True = The user gave a thumbs up or thumbs down
  • False = The user did not give any vote
• Is positive – If a user gave a thumbs up vote
  • True = The user gave a thumbs up
  • False = The user gave a thumbs down, or they did not vote at all
• Feedback – The user's explanation for their rating (good or bad)
• Feedback array – Which options (if any) did the user select when giving feedback (e.g., ‘Easy to answer,’ ‘Correct information,’ ‘Outdated information’)
• Automated feedback array – The options that are automatically selected based on the answer evaluation
• Automated is correct answer – If the AI response is correct (true / correct) or not (false / incorrect)
• Automated feedback – The automated explanation of why the AI response is accurate or inaccurate

FAQ

How long does new content take to appear in AI responses after publishing?

The internal content search AI is designed to be nearly instantaneous. Once the feature is enabled, newly published content should be included in its responses very quickly. There might be a slight delay in rare cases, but for the most part, it should be close to real-time.

What search connectors are included in the AI response?

• Happeo content (Pages, Channels, Posts, and People)
  • Growth, Starter, and Enterprise packages
• Universal search integrations
  • Drive (Google, SharePoint or OneDrive)
    • Growth, Starter, and Enterprise packages
  • Chat (Slack)
    • Growth, Starter, and Enterprise packages

Why can’t I search through integrations?

There are a couple of ways to troubleshoot this issue. First, as an Admin, check that you have set up the integration you are looking for:

1. Navigate to the Admin Settings (by clicking your avatar at the top-right corner of the platform and then Admin Settings)
2. Select Integrations
3. Click the Enable next to the integration in question

Next, make sure that you have enabled Search AI for your chosen integrations:

1. Navigate to the Admin Settings (by clicking your avatar at the top-right corner of the platform and then Admin Settings)
2. Visit the Search section from the left-hand navigation
3. Navigate to the integration and click the downward arrow to expand 
4. Activate the Search AI toggle to include the integration in Search AI

Note: Search AI is only compatible with Happeo Pages, Channels, Posts, People, Google Drive, Sharepoint, OneDrive, and Slack.

Finally, as a User, check that you have authenticated the integration:

1. Navigate to your User Settings (by clicking your avatar at the top-right corner of the platform and then User Settings)
2. Click Integrations from the settings menu
3. Activate the toggle next to the integration and follow the authentication steps

When these steps are fulfilled, make sure to select the integration filter you need as part of the query you submit within the search bar.