Rollout Guide:

Introducing Happeo’s Search AI

This guide is designed to support Happeo platform owners in ensuring a smooth rollout of Happeo’s Search AI functionality to their users. Read on to find useful information on Search AI security, its functionality, and best practices.

Note: Search AI is only available to Happeo customers on the Starter, Growth and Enterprise Plans.

Table of contents

• What is Happeo Search AI?
• What Search AI brings to the table
• What to expect from Search AI
• Security
• Functionality
  • How to use Search AI: Step-by-Step Guide
• Best practices and considerations
  • Setting up for success
  • Writing effective prompts for Search AI
  • Examples of effective prompts
  • Example responses
• FAQ and Troubleshooting

What is Happeo’s Search AI?

Happeo’s Search AI is a powerful solution to the challenges of traditional information retrieval. Search AI consolidates your search results into a single answer by utilizing information gathered from multiple sources within Happeo or external integrations, to provide summarized answers.

What makes Search AI so powerful?

Saving time on every query

The average employee spends 7.6 hours a week searching for information they need to do their job. Search AI enhances efficiency and productivity by cutting through the clutter and eliminating the need to go through multiple files.

Versatile and trustworthy results

Search AI can find content across Happeo and its integrations, providing comprehensive information retrieval with citation sources for validation. The feature identifies knowledge gaps within your organization, allowing content creators to curate necessary knowledge.

A personalized experience

Search AI provides personalized search results based on user profile characteristics like role, location, and context, streamlining the process and delivering richer answers.

What to expect from Search AI

Instant answers with summarized responses

Search AI delivers a concise summary, combining information from all your content into one digestible answer.

Secure search through all your sources

Our enhanced Search AI consolidates data from connected platforms using integration-specific filters, delivering precise and holistic results without storing retrieved information.

Multilingual capabilities

Search AI supports multiple languages, helping to break down communication barriers.

Enhanced search beyond keywords

Semantic search improves the overall experience by looking beyond keywords and delivering more relevant results.

Confidence in every answer

Search AI pairs each response with a transparent confidence score to assess its reliability.

Security

Security Commitment

Happeo is committed to innovation without compromising your privacy. Our approach ensures your data remains secure.

Data-secure modeling

Our AI model ensures your information never leaves your organization, preventing it from being influenced by other customers’ data.

Synthesized data training

We do not use customer information to train our AI model; instead, we utilize synthesized data to enhance capabilities.

Access controls

Happeo AI respects existing access management, ensuring users only view information they have permission to access.

Configurability

You can control which AI features your organization uses through dedicated Happeo AI settings in the Admin Panel.

Functionality

How to use Search AI

1. Go to Admin Settings – Search and toggle on AI Response.
2. Start searching by asking questions or using keywords.
3. Search AI will translate the answer based on your query language.
4. The Search Evaluator provides invaluable insight into the quality of responses.
5. Rate the responses provided by Search AI.

Best practices and considerations

Setting up for success

• Maintain up-to-date content by archiving old information.
• Optimize content for discoverability with clear headings and contextual keywords.

Writing effective prompts for Search AI

• Understand which queries are best for Search AI and provide sufficient context in your questions.

Examples of effective prompts

Policy clarifications

• "What is our current remote work policy?"

Human resources queries

• "How do I add a dependent to my health insurance?"

Project management support

• "What are the guidelines for initiating a new project?"

IT support queries

• "How do I reset my email password?"

Example responses

How can I request days off?

To request days off, follow these steps:

1. Discuss your holiday plan with your manager.
2. Log in to your Bob account and go to 'Time' to request time off.

What is our remote work policy?

Happeo's remote work policy allows employees to work remotely while ensuring legal compliance. Key points include hybrid work, remote working definitions, and conditions for cross-border remote work, ensuring employee safety and well-being.

FAQ

AI security

Happeo maintains your data security while delivering AI functionalities.

Search AI functionality

Admins can toggle Search AI on or off from the Admin Panel. Search AI searches through Happeo content first and can also utilize third-party integrations with proper authorization.