Access Admin > System > System Variables

1. Find ENABLE_BI_CONCIERGE Variable and click the gear icon to open the Edit Variable window
2. Assigned value: Set to "Y" to enable the Concierge tab under Search Setup
3. [Save]
4. [Commit Changes]

For more information on how to work with System Variables, refer to Setting System Variables.

Access Admin > System > Search Setup > Concierge Tab

1. Specify Main LLM Model (required)
2. If necessary for processing larger content, specify Large Context LLM Model
3. Provide LLM Deployment Name (required for Azure)
4. Input LLM API Key (required)
5. Specify LLM API Organization (optional)
6. Define LLM API Type: "openai" or "azure"
7. Specify the API endpoint URL for LLM API Base (required for Azure)  
8. Provide LLM API Version (required for Azure)
9. Optionally, choose the Custom FAQ Dataset from the dropdown. A Custom FAQ Dataset is a set of questions and answers that the User can organize as a Dataset within the MI system. If it is chosen here, Concierge shows answers from the FAQ Dataset before reaching to the Help&Documentation
   • After selecting the Dataset, define the Question Column and Answer Column
   • The Scope of FAQ (Auto-generated) field will be filled automatically according to the FAQ Dataset content after indexing has been run
   • Optionally, type the Scope of FAQ to inform Concierge on which questions it should use FAQ instead of normal search queries. If nothing is provided, the auto-generated scope will be utilized
   • Select the Include "Portal Name" from Brand(s) in scope of FAQ checkbox to make Concierge consider Portal Name from any enabled Brand as a part of the FAQ
   • For more details about how to create an FAQ Dataset, check out the Create a Dataset from CSV File article
     • NOTE: Be aware that if the Answers column of the FAQ Dataset contains long links, the LLM will ignore them. Try to keep the links added to the Answer column as short as possible
10. Select the Exclude MI Help Docs checkbox to stop Concierge from searching through the Metric Insights Help&Documentation website for answers. In this case, only the answers from the FAQ Dataset will be provided to the User. This is useful if you have an extensive FAQ set geared toward your Regular Users
11. Select the Mask Personal Data Sent to LLM checkbox to tokenize the User information (name, email) before sending it to the LLM
12. [Update All Search Indexes]

Access Content > Portal Pages find the Concierge Portal Page and click its Active name Link to open the Portal Page Editor

Enable the Portal Page on the Info tab of the Editor by activating the toggle switch and [Save] the changes.

1. Click [View]
2. Submit your question to verify that Concierge works correctly

The Concierge Portal Page comes with a default set of example questions. You are encouraged to change these to questions that are relevant to your environment.

Access Content > Portal Pages > the Concierge Portal Page > Content Tab

1. Edit/delete example questions as needed
2. Click [Save]
3. Click [View] to verify that the changes have been applied. You may need to clear your browser cache.
   • It is recommended to type in a question to verify that Concierge works as expected.

In Metric Insights, Portal Pages are visible only to those Users who have been given view or edit access to them. The Concierge Portal Page needs to be shared with the User (Administrator, Power, or Regular) to appear as a tab on the Homepage.

For more details, check Granting User Access to a Portal Page.

Access Content > Portal Pages > the Concierge Portal Page > Sharing Tab

1. Share the Portal Page with the Group of Users. All Users of that Group that have a type similar to the one allowed in the Display to User types section will be granted View Access to the Concierge Portal Page
2. Optionally, add individual Users to grant them View Access to the Concierge Portal Page
3. Click [Save]