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 it?

Happeo Search leverages cutting-edge AI to transform your intranet search experience.

Concise syntheses:

Search AI delivers to-the-point summaries, combining relevant information from various sources (including your intranet and integrations) into one easy-to-understand answer. No more struggling with perfect keywords – Search AI understands synonyms and context, ensuring accurate results even when your search terms aren't precise.

Search AI can give answers to questions using data from:

Internal sources:

• Pages
• Posts
• User profiles

Note: Channels (such as Channel names and descriptions) as well as post comments are not included.

External sources:

• Google Drive
• Google Docs
• Google Slides
• Sharepoint
• OneDrive
• Word
• Slack

However, Search AI cannot combine information from internal and external sources; it can, however, combine information from various external sources, such as combining elements of a Google Doc and a Slide into one response.

By default, Search AI will use internal sources. You can, however, choose to search through integrations you’ve enabled by switching the toggle underneath the AI-generated response.

Seamless insights & multilingual support

Happeo breaks down communication barriers for a global workforce. Admins can manage content and searches in over 100 languages, while users receive information synthesized from across the intranet in their native language.

Additionally, Search AI will provide answers in the same language you type your query.

Note: The shorter the query, the less sure the AI will be about the language you are using. If the AI is unsure, its answer will be in English. Additionally, any query less than 10 characters will also revert to English results.

You can also override this automatic translation by clicking the language dropdown menu below the response on the left. 

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, allowing users to determine the information's reliability and guides them to decide whether they want to run a new query, surface a gap in knowledge or take the information from the response they feel they can trust.

Our evaluator will provide a confidence rating based on two factors:

1. Quality of results – Checks to see if the results contain the specific answer being requested. This is helpful for platform admins to understand where the knowledge gaps are
2. Relevancy of response – Checks to see whether the response directly answers the question

The evaluator then combines the outputs of these two factors and provides an overall assessment of its confidence in the response provided. The confidence levels are as follows:

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

Actionable outcomes

Happeo enables users to seamlessly continue their workflow with clear next steps directly within the search results. 

While you type your query, Search AI scans the sources it finds. It looks for two things:

• Files
• Custom Widgets

Search AI then analyzes these files and custom widgets. It considers what information they offer and how relevant they are to your original question. If they provide valuable insights, Search AI surfaces them below the original text.

In-built feedback form

We provide a feedback form to improve our understanding of how users interact with our AI functions. We encourage users to share their experiences, especially when something doesn't work as expected. The more context you provide, the better we can understand and address any issues. The feedback form content will adapt based on emerging trends but will always be accessible through the thumbs up / thumbs down icons.

Semantic search impact on results

Search results will still be displayed underneath the response. The AI function will not impact these results. However, we will introduce a new search capability called ‘Semantic Search’ separate from the AI function. Semantic search extends the search to include synonyms of the search query used and supporting non-English search queries.

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 does it work?

When you type in a query, you can toggle Search AI on or off by clicking the “Ask AI” button. However, Search AI automatically turns on when a question is detected in Happeo’s search bar. 

For longer responses, you'll find additional details below the response itself by clicking “Read more.” This section might include explanations or supporting information. The sources used to generate the response will also be listed there, indicated by bracketed references within the text.

How to enable and manage it

To enable Search AI as an Admin, you can:

1. Navigate to the Admin Settings by clicking your avatar and selecting Admin Settings
2. Click Search from the left-hand navigation
3. Toggle AI Search at the top of the page

Please note that to be able to search through specific integrations when Search AI is enabled, you must also enable Search AI for those specific integrations. To do so, you can:

1. Click the downward arrow next to an integration you want to enable Search AI for
2. Click the Search AI toggle to enable Search AI for the integration

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?"
2. Click the Ask AI button (or it will activate automatically for questions starting with "how," "what," or using a question mark) for an AI-generated response specific to your query
3. If the AI response doesn't cover everything, toggle the Search from integrations button to search relevant connected apps like Slack. This will generate a new response based on your initial query and the chosen apps
4. Actionable outcomes: Whether the AI surfaces files or custom widgets, you can easily click on them to continue your workflow
5. 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
6. Expand the confidence score: To see a detailed explanation of the confidence score given, you can simply click the Answer evaluation button
7. Provide feedback: If you wish to provide feedback, you can click the thumbs up or down icons next to the search evaluation button

AI Search analytics

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

What is AI Search?

AI Search 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 "AI Search enabled."

Unlike non-AI search, which often requires users to click through multiple results, AI Search 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 AI Search performance. But clicks don't always tell the whole story with AI Search. That’s where AI Search analytics comes in – providing a more tailored approach to measuring user interactions and the effectiveness of AI-powered search.

Where to find AI Search analytics

To view AI Search analytics:

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

User 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.

AI Search Feedback data 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 internal search 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
  • Drive (Google or OneDrive)
    • Growth, Starter, and Enterprise packages
  • Chat (Slack)
    • Growth, Starter, and Enterprise packages