Coveo
The Coveo modules allow you to perform various searches and updates to items in your Coveo account.
Getting Started with Coveo
Prerequisites
A Coveo account
In order to use Coveo with Make, you must have a Coveo account. If you do not have one, you can create a Coveo account at coveo.com.
Note
The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!
Connecting Coveo to Make
To connect your Coveo account to Make you must obtain an API Key.
Log in to your Coveo account.
Under Organization in the left-hand menu, click API Keys.
Click Add key.
Configure your API key and make sure to provide privilege and access information.
Click Copy to copy your API key to your clipboard. You will not be able to see the key again after this.
In Make, choose the Coveo module you want to use. Next to Connection, click Add.
Choose a name for your connection and select the Organization type. Enter your API Key.
You have now established the connection.
Search
Retrieves a list of query suggestions.
Connection | |
Query | Enter your query. |
Enable Word Completion | Select whether to attempt to complete the last word of the current basic query expression and boost the ranking score of the resulting expression so that it is returned as the first query suggestion. |
Locale | Enter the locale of the current user. Must comply with IETF’s BCP 47 definition. For example: |
Search Hub | Enter the search hub. The Search Hub is the first level of origin, typically the identifier of the graphical search interface from which the request originates. |
Pipeline | Enter the name of the query pipeline to use. If a query does not contain the pipeline parameter, the first query pipeline whose conditions are met by the request is used (query pipelines without conditions are not evaluated). |
Timezone | Select the timezone. If not specified, the default time zone of the server hosting the index is used. |
Limit | Set the maximum number of suggestions Make returns during one scenario execution cycle. |
Performs a simple query.
Connection | |
Basic Query Expression | Enter your basic query expression. You can also use the built-in query suggestion tool. |
Advanced Query Expression | Enter an advanced query expression. For example: |
Search Hub | Enter the search hub. |
Sort Criteria | Select how you want to sort the query results. This only works when combining either two or more field criteria or a single date criteria with one or more field criteria. NoteBy default, the results are sorted by relevancy. A standard set of ranking rules is applied to compute a |
Limit | Set the maximum number of results Make returns during one scenario execution cycle. |
Performs an advanced query.
Connection | |
Basic Query Expression | Enter your basic query expression. You can also use the built-in query suggestion tool and refer to the Perform a Simple Query module documentation. |
Enable Did You Mean | Select whether to enable the Did You Mean feature of the index. NoteThe Did You Mean feature only processes the basic query expression. When both the |
Partial Match | Select whether to convert a basic expression containing at least If you do not set this parameter to |
Enable Wildcards | Select whether to enable the wildcards feature of the index. See Using Wildcards in Queries. |
Enable Query Syntax | Select whether to interpret advanced Coveo Cloud query syntax as such in the basic query expression. |
Enable ML Did You Mean | Select whether to enable the Coveo ML query suggestions Did You Mean feature. |
Advanced Query Expression | Enter an advanced query expression. For example: |
Constant Query Expression | Enter a constant query expression. For example: The constant query expression, typically populated with expressions that must apply to all queries sent from a specific search interface (e.g., from a specific tab). Once evaluated, the result sets of those expressions are kept in a special cache. TipAvoid including dynamic content in the constant query expression. Otherwise you risk filling up the cache with useless data, which can have a negative impact on performance. |
Disjunction Query Expression | Enter a disjunction query expression. For example: The disjunction query expression, typically populated by Coveo ML automatic relevance tuning models to ensure that relevant items are included in the query results. The resulting query expression is |
Large Query Expression | Enter a large query expression. For example: The large query expression, typically populated with a case description, long textual query, or any other form of text that can help refine a query. |
Large Query Partial Match Max Keywords | Enter the maximum number of keywords from the large query expression that will be included in the partial match expression. |
Large Query Partial Match Keywords | Enter the minimum number of keywords that need to be present in the large query expression to convert it to a partial match expression. |
Large Query Partial Match Threshold | Enter a value indicating the minimum number of partial match expression keywords an item must contain to match the large query expression in case the Coveo ML Intelligent Term Detection (ITD) feature cannot extract relevant keywords from the large query expression. For example: |
Excerpt Length | Enter the maximum length of result excerpts (in number of characters). |
Retrieve First Sentences | Select whether to include the first sentences of textual items in the query results. |
Fields to Include | Select the fields to include with each item in the query results. If specified, no other fields will be included. |
Fields to Exclude | Select the fields to exclude from the query results. All other fields will be included with each item in the query result. |
Group By | Select the Group By operations to perform on the query results, typically to extract facets. |
Facets | Select the facet operations to perform on the query results. |
Facet Options | Select the global configuration options that apply to all facet requests performed along with the query. |
Category Facets | Select any data to easily query a hierarchical field using a path of hierarchical values. |
Sort Criteria | Select the criteria to use for sorting the query results. NoteYou can specify a list of comma-separated sort criteria. However, this only works when combining:
|
Ranking Functions | Select the array of ranking functions to execute on each query result item. The result of a ranking function is added to the result score, which can affect sorting. |
Query Functions | Select the array of query functions to execute on each query result item. The result of a query function is stored in a temporary, dynamic field created at query time. |
Enable Duplicate Filtering | Select whether to filter out duplicates, so that items resembling one another only appear once in the query results. NoteTwo items must be at least 85% similar to one another to be considered duplicates. When a pair of duplicates is found, only the higher-ranked item of the two is kept in the result set. |
Filter Field | Select the |
Parent Field | Select the |
Child Field | Select the |
Filter Field | Select the |
Search By ID | Select whether the |
Syntax | Enter the name of the query syntax to apply when interpreting the basic query expression. |
Summary Length | Enter the length of the automatically generated item summary. The index generates a result item summary independently from the query, as opposed to a result item excerpt, which is generated based on query keywords. |
Static Query | Select whether to execute this query in a way that does not count against the allowed number of queries per month of a Coveo Cloud organization (QPM), but may produce cached/outdated query results. |
User Actions | Enter the parameters allowing user actions to be retrieved in query results. For example: |
Dictionary Field Context | Add a key-value store where each pair corresponds to the name of a dictionary field to query, along with the key to target within that field. |
Pipeline | Enter the name of the query pipeline to use for this request (bypassing its conditions, if it has any). |
Maximum Age | Enter the maximum age of cached results, in milliseconds. NoteThis parameter is automatically overridden when Static Query is set to |
Search Hub | Enter the search hub. The Search Hub is the first level of origin, typically the identifier of the graphical search interface from which the request originates. |
Tab | Enter the tab. The Tab is the second level of origin of the request, typically the identifier of the selected tab in the graphical search interface from which the request originates. |
Referrer | Enter the referrer. The Referrer is the third level of origin of the request, typically the URL of the page that linked to the search interface from which the request originates (e.g., in JavaScript, this would correspond to the |
Context | Enter the custom context information to send along with the request. NoteMust be a dictionary of key-value pairs (JSON) where each key is a string, and each value is either a string or an array of strings. For example: |
Actions History | Select the query and page view actions previously made by the current user. |
Recommendation | Enter the identifier of the recommendation interface from which the request originates. |
Locale | Enter the locale of the current user. Must comply with IETF’s BCP 47 definition. For example: |
Timezone | Enter the time zone to correctly interpret dates in the query expression and result items. For example: |
Index Token | Enter the encoded identifier of the index mirror to forward the request to. |
Visitor ID | Enter a GUID representing the current user, who can be authenticated or anonymous. This GUID is normally generated by the usage analytics service and stored in a non-expiring browser cookie. |
ML Parameters | Configure the map of options to pass to the Coveo ML models associated with the request’s target query pipeline. |
Index Type | Enter the type of index against which to execute the query. Must correspond to an index that has been configured for the target Coveo Cloud organization. |
Index | Enter the identifier of the index mirror to forward the request to. |
Logical Index | Enter the identifier for a logical group of indexes that have been configured to include documents form the same sources. |
Maximum Timeout Ms | Enter the maximum number of milliseconds to allow the request to last before timing out. |
Analytics | Configure the contextual information about the user performing the request and the request itself. See Analytics Request Parameters. |
Limit | Set the maximum number of results Make returns during one scenario execution cycle. |
For more information, see the Coveo Perform a Query documentation.
Push
Adds an item to a push source by the source ID or updates an item if it exists.
Connection | |
Organization ID | Select the ID of the target Coveo Cloud V2 organization associated with the item. |
Push Source ID | Select or enter the ID of the target push source. See Creating a Push Source. |
Document ID | Enter the ID of the item. Must be the item URI. For example: |
Upload Type | Select how you want to upload the item. Raw Data: The raw textual item data. Compressed Binary Data: The encoded item data. File Container: The file container where the compressed or uncompressed, binary or non-binary item data was previously uploaded. |
File Extension | Enter the file extension of the item data you are pushing. Value must include a preceding NoteSpecifying a value for this property is typically only useful when using the Compressed Binary Data to push item data. |
Parent ID | Enter the URI of the parent item. For example: |
Permissions | Set the permission parameters for your item. |
For more information, see the Coveo Push API documentation.
Removes an item to a push source and optionally its children by the document ID.
Connection | |
Organization ID | Select the ID of the target Coveo Cloud V2 organization associated with the item. |
Push Source ID | Select or enter the ID of the target push source. See Creating a Push Source. |
Document ID | Enter the ID of the item. Must be the item URI. For example: |
Delete Children | Select whether to also delete the children of the item. |
For more information, see the Coveo Push API documentation.
Other
Performs an arbitrary authorized API Call.
Connection | |
URL | Enter a path relative to NoticeFor the list of available endpoints, refer to the Coveo API Documentation. |
Method | Select the HTTP method you want to use:
|
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
The following API call returns all the campaigns from your Coveo account:
URL: organizations
Method: GET
Matches of the search can be found in the module's Output under Bundle > Body. Our example returned 1 organization: