Getting Started

SearchUnify is a powerful cognitive search engine for enterprises. It is designed to crawl and index massive on-premises and cloud data repositories. The information can then be retrieved through a search client, which can be installed in any of the eight major enterprise platforms. The supported platforms include: Salesforce Console, Lithium Communities, and Zendesk Guide.

A minimal SearchUnify set-up requires fewer than 30 minutes. This article links to the information you will need to get started.

Laying the Foundation


It is recommended to review this section for an efficient set-up. However, if you are a person who loves to learn by doing, jump ahead to Setting up SearchUnify.

Become a Subscriber

An alternative will be to open a trial account. In both scenarios, it is essential to have the following beforehand.

  • Account ID. Usually the email address shared during the trial request or to purchase subscription.
  • Password. The key that you have to provide with your Account ID to log in.
  • Endpoint. The web address of your SearchUnify instance. It is usually in the format https://mycompany.searchunify.com.
  • Provision Key. A 60-character string, essential in the installation of a few search clients.

Setting up SearchUnify


This is where the action happens. Setting up a minimal instance requires indexing content source(s) and installing a search client on the platform where the users are.

Index Content Source(s)

A content source is a data repository and SearchUnify can crawl and index data from more than 30 data repositories, including Salesforce, Lithium, and Slack. Setting up a repository for indexing does not take more than 10 minute, but it might require administrative privileges. Check out the page on content sources to learn about the prerequisites, find out installation instructions, consult frequently asked questions, and a lot more.

Install Search Client(s)

A search client is the interface where search results are displayed. The search results can be consumed through an API in a JSON, XML, or another format for developers; or they can be displayed inside a platform in a more familiar manner. If you are a programmer, view the section on Search API for the complete list of the endpoints. For everything else, the section on Search Clients contains more information.

Optimizing SearchUnify


Setting up SearchUnify is quick but observing user behavior and optimizing search clients asks for regular monitoring on part of admins. This section links to SearchUnify management articles. An admin can consult the ones he or she needs.

Search Insights

  • Search Analytics. View and act upon user search behavior.
  • Alerts. Receive search data in your inbox.
  • Addons. Extend analytics capabilities with apps.
  • Analytics API. Consume analytics data through an API.

Manage Search

Users and Security

Apps and APIs

Last updatedThursday, April 30, 2020