General Configuration

The configuration needed to set up a Search flow will depend on the type.

General Settings

• Search Flow ID - Enter a Unique ID for the search flow.

• Enabled - If enabled the search flow will be visible to users.

• Default - If on, this search flow is selected by default for users. This works in conjunction with the access control list where you can give users different default search flows.

• Name - Enter a display name for this search flow.

• Description - Enter a description to help others know what this search flow is for.

• Type - Select what type of search flow this is.

• Sources - Select the sources that are valid for the search flow.

  • You can override this on a per-search step level.

• History Source - Select the source that will store the previous chats.

  • This requires a source set up to store AI history specifically.

• Access Control Groups - The access control lists for the search flow. Only users with these groups will be able to see the search flow.

Search Flow Features

• Do Initial Search (ChatBot only) - If checked, the users initial searched to fetch relevant results for the model to use.

• Ad-Hoc Search (ChatBot only) - If checked, the user can perform their own searches to add results to the chat.

• Allow No Results (ChatBot only) - If checked, the model will answer with no results.

  • You can use this to either, allow the model to answer using model memory or, if using tool calling to perform searches.

• Allow Filter Changes (ChatBot only) - If checked, the user can change filters once a chat has started.

• Allow URLs (ChatBot only) - If checked, users can add URLs to chats.

• Web Page History Source (ChatBot only) - Select the source to use to store URL history.

  • This requires a source set up to store AI history specifically.

• Markdown - If checked, markdown will be rendered in chat responses. Models often produce markdown to help format responses.

• Cache Context - If checked, the result context will be cached rather than re-fetching results every time you chat.

• Include in Search Focus (Search only) - If checked, this search flow will be included in recommended search flows when results are not found.

• Filters (ChatBot only) - Select the filters that are available for users to select to help narrow down results.

• Max Number of Results - Enter the maximum number of results that can be provided to a model.

  • This can be overridden at the search step level.

• Example Prompts - Enter example prompts that are provided to the user to help.