Including Glossary Terms in Concierge Search

The Glossary Terms feature of Metric Insights allows for grouping by section, descriptions, definitions, and a variety of other metadata to be associated with each term. By including Glossary Terms with the Concierge, your users can ask questions about the terms, such as "What does a specific term mean?" or "What terms can be found in a specific section?"

Glossary Terms can be included in the Concierge Search by setting up a Dataset that is then configured into the Concierge Setup page. If you already have a Custom FAQ Dataset you are using, then add a Dataset that combines the FAQs with Glossary Terms.

In this article:

Create Glossary Term Dataset

1. Create a New Dataset

Access Content > Dataset and click the [+New Dataset] button at the bottom of the Datasets list

In the Info tab set the following:

  1. Measured: Select the measurement interval that matches the frequency of Glossary Terms updates
  2. Collecting is: Choose the "Enabled" option
  3. Name: Give the Dataset a descriptive name
  4. Category: Select the Category where the Dataset will be placed

2. Set Values

Go to the Data tab

  1. Data Source: Select "Dashboard DB" option in the drop-down menu
  2. Trigger: Specify the Trigger that will be used to collect data for the Dataset
  3. Query: Enter the following code:
SELECT CONCAT('What is the definition of ', topic.name) as question
, TRIM(CONCAT('The definition of ', topic.name, ' is ', concat_ws(' ', topic.definition, topic.description, topic.additional_metadata))) as answer
FROM topic
WHERE topic_type_id <> 0

3. Validate Results

Click [Validate] to confirm the terms and definitions are correct.

[Save] the Dataset.

Create Dataset that Combines Custom FAQ and Glossary Terms

1. Check the Custom FAQ Dataset ID

Access Content > Datasets and find the Custom FAQ Dataset in the list

Copy and save the Dataset's ID number.

2. Create a New Dataset

Click the [+New Dataset] button at the bottom of the Datasets list

In the Info tab set the following:

  1. Measured: Select the measurement interval that matches the frequency of Glossary Terms updates
  2. Collecting is: Choose the "Enabled" option
  3. Name: Give the Dataset a descriptive name
  4. Category: Select the Category where the Dataset will be placed

3. Set Values

Go to the Data tab

  1. Data Source: Select "Dashboard DB" option in the drop-down menu
  2. Trigger: Specify the Trigger that will be used to collect data for the Dataset
  3. Query: Enter the following code:
SELECT CONCAT('What is the definition of ', topic.name) as question
, TRIM(CONCAT('The definition of ', topic.name, ' is ', concat_ws(' ', topic.definition, topic.description, topic.additional_metadata))) as answer
FROM topic
WHERE topic_type_id <> 0
UNION
SELECT d1.question
,  d1.answer 
FROM dashboard_dataset.dataset_17054 d1

Don't forget to change the "17054" to the ID of your Dataset.

4. Validate Results

Click [Validate] to confirm the terms and definitions are correct.

[Save] the Dataset.

Include Glossary Terms into Concierge

Access Admin > System > Search Setup and go to Concierge tab

  1. Custom FAQ Dataset: Select the created Glossary Terms Dataset from the drop-down menu
  2. Question Column: Select the question column
  3. Answer Column: Select the answer column
  4. [Save] the changes
  5. [Update All Search Indexes] to incorporate your new Custom FAQ Dataset with Glossary Terms into the Concierge Search. This could take a while depending on how much data is in your system.

Once Indexing is finished, Concierge will be able to answer questions about Glossary Terms.