Smart Search for Trust Center

Table of Contents

• Summary
• Using Trust Center Smart Search
• Give Your Customers Access to Smart Search

Summary

The power of Whistic Smart Search, now for your Trust Center! This feature is intended to function similar to the Knowledge Base search, but specific to the Trust Center that you are accessing.

New with Smart Search for Trust Center:

• Whistic AI is also able to use information contained in the About Section of your Trust Center, to help answer questions.
• Your Trust Center recipients can now experience the benefits of Smart Search making it easier for them to find answers to their questions.

*If you want access to a feature not currently enabled or would like to increase your allotment, please contact your Whistic Customer Success Manager or reach out to [e-mail]

🔍 Using Trust Center Smart Search

1. Open the Trust Center that you would like to search.
   You'll notice the Smart Search bar atop the Trust Center.

   
   TIP: To generate the best results, ask actual questions, don't just type keywords.

2. Type a question and click to begin your search.

3. Whistic AI will generate an answer, along with links to supporting source documents and questionnaires. The answer also includes the following options:

   • An AI generated answer, drawn from the sources that most closely match the question
   • The answer match rate (High, Medium, or Low)
   • An option to provide feedback about the accuracy of the answer
   • A button to request an Answer Explanation. (This asks AI to explain itself, and will provide a more detailed answer, including which source(s) were used in generating the answer.)
   • A list of sources (drawn from the Trust Center) that most closely match the question. These are also ranked for how closely they match the question.
   • By clicking on each of the sources, you can see Source details, including a link to the specific document or questionnaire, so you can review the source in context.

Remember, the answers are only as good as the data available in your Trust Center. Be sure that all the sources in the Trust Center are finished processing to be eligible for inclusion.

To check whether the documents and questionnaires on your Trust Center are ready to be searched, click the check processing status button

next to the Search bar.

IMPORTANT NOTE: If Whistic AI is not enabled on your account, you will still see a search bar and Whistic will still identify a list of sources related to your question. This portion of the process does NOT involve AI, and nothing will be sent to any AI tools to be processed.

🤝 Give Your Customers Access to Smart Search

Since you're using AI, your recipients can also benefit from it! It makes it easier for them to find answers, which means you won't have to spend time filling out their questionnaires or sorting through all those documents.