Configuring BMC HelixGPT in the end-user console and studio pages

After you make a request to the BMC account manager for this capability, BMC enables the BMC HelixGPT service in your environment. As an administrator, you can then enable BMC HelixGPT on the following pages: 

• Catalog
• My Activity
• Studio pages
• (Version 23.3.04 and later) Employee navigator panel in all end-user screens, including the Catalog, My Activity, and studio pages. 
  
  

Knowledge providers and knowledge filters supported for BMC HelixGPT

BMC HelixGPT supports several knowledge providers to generate answers. To view the complete list, see Defining knowledge search settings. 

Administrators can leverage static and dynamic tags for knowledge articles in BMC Helix Knowledge Management by ComAround to narrow down and provide refined, relevant, and up-to-date answers to the end users. Static tags are predefined and fixed descriptive-labels or keywords assigned to articles. Search filters can be a combination of dynamic tags and static tags by using the AND or OR operators. Static tags are typically used to filter articles based on lines of business, whereas dynamic tags are used to filter based the end-users' roles, permissions, and location. With these filters, when users ask a query to BMC HelixGPT, the answer is generated from only those knowledge articles that match the tags in the search filter. For more information, see Creating search filters for BMC applications.

Before you begin

Ensure that you complete the following steps before you configure BMC HelixGPT in the Catalog, My Activity, and Studio pages:

(Version 23.3.04 and later) The same prerequisites apply for configuring BMC HelixGPT in all end-user console screens.

 To set the default Skill for the Catalog, My Activity, or Employee Navigator on all end-user console screens

A Skill is a container for the artifacts that define the knowledge sources to be referenced. You get the Skill ID and add it to the ConfigurationParams record definition. 

1. Log in to BMC Helix Innovation Studio.
2. Get the Subtenant ID of your tenancy
   1. On the Workspace tab, click Digital Workplace. 
   2. On the Records tab, select the check box next to the Subtenant record definition and click Edit data.
   3. Click the check box next to the record definition instance for your subtenancy. 
   4. Note down the value in the ID field, as shown in the following image:

This is the subtenant ID (GUID) of your tenancy.

1. Get the GUID of the Skill that you want to set as default for the Catalog and My Activity pages. 
   1. On the Workspace tab, click HelixGPT Manager. 
   2. On the Records tab, select the check box next to Skill and click Edit data.
   3. From the record definition instances, click the instance with the Skill that you want to set as the default Skill, as shown in the following image: 
      
      
      
      
      
   4. Copy the alphanumeric value in the ID field. 
      This is the Skill ID, as shown in the following image: 
      
      
      
      
2. Enter the Skill ID in the ConfigurationParams record definition instance.
   1. On the Workspace tab, click Digital Workplace. 
   2. On the Records tab, select the check box next to the ConfigurationParams record definition and click Edit data, as shown in the following image:
      
      
      
      
   3. Filter or search the record definition instance by using both the subtenant ID that you copied earlier and the KeyName value of helixGptDefaultSkillId.

1. 1. Open the record definition instance.

   2. In the Value field, enter the Skill ID that you copied earlier, as shown in the following image.
      The KeyName field is set to helixGptDefaultSkillId by default.
      
      

      Important

      If you can't find any record definition instance using the specified filtering criteria, create a new record definition. Complete the SubTenantId, KeyName, and Value fields. Set the SubTenantId field to the subtenant ID you copied earlier, and set the KeyName field to helixGptDefaultSkillId. In the Value field, enter the Skill ID that you copied previously.

   3. Click Save. 
      
      

You have set the default Skill for the Catalog, My Activity, or the Employee Navigator panel in all end-user console screens for your subtenant. Repeat the steps for other subtenants that you might have. 

 To enable the BMC HelixGPT capabilities

This step is not required if you are configuring BMC HelixGPT in studio pages.

1. Log in to the BMC Helix Digital Workplace Admin console. 
2. Select Configuration > Application Features and enable one of the following checkboxes:
   1. (Version 23.3.04 and later) To enable BMC HelixGPT in all screens in the end-user console, select the checkbox next to Employee navigator.

   2. To enable BMC HelixGPT only in the Catalog and My Activity pages, select the checkbox next to Search results assistant (core pages).
      
      

      Important

      If the Employee navigator checkbox is disabled, make sure that you clear the Helix Virtual Agent checkbox and then enable the Employee navigator checkbox. 

      If you clear the Helix Virtual Agent checkbox, it removes the chatbot floating icon from the end-user console. 

          The changes are automatically saved.

  The following image is an example of enabling BMC HelixGPT capabilities:

To learn how end users can use its capabilities to find answers, see Using Employee Navigator to find AI-generated answers. 

 To configure BMC HelixGPT in a Studio page

You can configure BMC HelixGPT in the Search Bar component or in the Search block within the Content Block component.

1. Log in to the BMC Helix Digital Workplace Admin console, and select Configuration > Studio. 
2. Click New Page, or open the page for which you want to configure BMC HelixGPT.
3. Select the Search Bar or the Content block component in which you want to configure BMC HelixGPT.

4. In the Search section of the selected component, complete the following fields:
   
   

   Important

   The fields displayed in the Search section for the Search Bar component and the Content Block component are the same but can be configured differently. 

   Option/ Field	Task
   HelixGPT	Enable the toggle.
   Search	If you want end users to have the regular search option along with BMC HelixGPT, enable this toggle.
   Primary results	Select the primary search experience for the end users between BMC HelixGPT and Search.
   HelixGPT skill	Select the Skill that you want to use.  The Skills that you created earlier are displayed in this list.
   Search sources	Select the search sources from the provided options.  Important: This setting only applies to regular search, and not to BMC HelixGPT.

5. Click Save & Publish to publish the page. 

The following image shows an example of both BMC HelixGPT and conventional search configured with the Search Bar component in a Studio page:

The following image shows an example of only BMC HelixGPT configured with the Content Block component in a Studio page:

You have configured BMC HelixGPT in the studio pages.

Troubleshooting

The following section describes the steps you can perform if you encounter the following issues: