Access Admin > System > System Variables

1. Find ENABLE_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].

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

Access Admin > System > Concierge Setup > General Tab

1. Main LLM: Specify the model (required);
2. Display Main LLM in Concierge: Select this checkbox to show the icon that displays used LLM model on hover;
3. Large Context LLM: If necessary for processing larger content, specify the large model;
4. LLM Deployment Name: Provide the name of the Deployment (required for Azure);
5. LLM API Key: Input the key, obtained in LLM service provider account (required);
6. LLM API Type: Define the type of the LLM, that can be either "openai" or "azure"(required);
7. LLM API Base URL: Specify the API endpoint URL (required for Azure);
8. LLM API Version: Provide the version of the LLM (required for Azure);
9. Display "Show Search Request" icon: Select this checkbox to show the icon that displays search request;
10. Response Streaming Support: Select his checkbox if you don't want the process of writing the answer to be exposed to the User;
11. [Update All Search Indexes].

Access Content > Apps 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]