Integration with Intelligent Management System

Intelligent Service Management (ISM) is a Service Management solution that helps an organization streamline its service desk operations while reducing complex and repetitive tasks. It delivers comprehensive automation capabilities to help reduce manual, tedious tasks. ISM allows the End-Users and the Support analysts to log and manage IT Support requests.

Luma Knowledge provides an embeddable Search Widget that can integrate with Intelligent Service Management (ISM). This allows end-users navigating to the ISM self-service portal to use the widget and Search Knowledge available within the organization to resolve their IT-related issues. Support Analysts can search through the existing Knowledge Base using the widget and utilize the existing SOPs, Articles, Documents, Videos, and other Knowledge artifacts to efficiently resolve user queries.

Configure the Search widget in ISM

As an Administrator, follow the below steps to integrate Luma Knowledge Search Widget with ISM:

  1. On ISM, navigate to the Integrations page under Manage-->Tools workspace.

  2. Select Luma Knowledge from the Integration Name panel.

  3. Type the Luma Knowledge Application URL. This points to the environment you want to connect to. For example, https://kmsdevops.serviceaide.com.

  4. Enter the Luma Knowledge secret key, which is required to authenticate the user who can access the Artifacts available Luma Knowledge through the Search Widget. Your organization must have a Tenant in Luma Knowledge that would contain the organization-specific Knowledge.

  5. Click Save.

  6. To activate the widget, click the Activate button. By default, the button is set to Inactive.

  • You can contact Luma Knowledge Support to obtain the Secret Key for your Tenant.

  • Once the configuration is done, run Federated Service in Luma Knowledge to sync Contact information from ISM to Luma Knowledge. This ensures the ISM users can access and use Knowledge available in Luma Knowledge.

Search and Use Knowlege in ISM

Refresh the ISM page to view the Knowledge Search widget on the right corner of the page. The users in ISM can now use the Search Widget to search for the information and use it to resolve the end-user issues.

The search widget can be used in the following ways:

  1. Using Knowledge to Resolve Issue
    A Support Analyst can refer to the existing Knowledge such as SOPs, documents, and Videos in the organization to assist the user with their issues. Based on the ticket description, the Search Widget searches in the Knowledge Base and returns the relevant Artifacts. The Analyst can now view the artifact and use it to resolve the ticket.

    Follow the below steps to use an Artifact to resolve a ticket in ISM:

    1. On ISM, navigate to WORKSPACES → Ticket Center.

    2. Search and open the required Ticket.

       

    3. Based on the Description added on the ticket, search for the relevant artifacts in the Knowledge Search Widget. For a new ticket, the Knowledge Search Widget automatically performs a search in Luma Knowledge based on the information available in the Description field.

    4. Select the artifact to view details. To use the artifact, click on the ‘Use as Solution’ button.

    5. Information (Summary and Content) from the Artifact is copied to the Cause and Resolution fields. The analyst can now add further details and continue to resolve the user ticket.

       

  2. Search for information using a question, phrase, or keyword

    1. Open the Search Widget.

    2. Search for the Knowledge Artifact by providing a phrase, a keyword, or a question. Add the query in the search box on the Widget and press Enter.

    3. Relevant artifacts are presented on the Widget. Select the article to view the information.

    4. You may also provide feedback on the Artifact content and the search results. For more information, refer to Knowledge Search.

End-user can search and view the latest published version of a Knowledge artifact.

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