Configuring Global Search (Fastpath)

In the pursuit of setting up a great client portal, it's natural to amass large amounts of content in various areas (such as the KB articles, ticket forms, Quick Starts, etc.).

The search function at the top of CloudRadial (also known as Fastpath) is designed to give easy access to content throughout the portal and provide strategic insights to help users triage and self-help themselves before opening tickets. 

• How to Use Fastpath Search
• Configuring and Customizing Fastpath Options on a Global Level

Please Note: The ability to include web search results in the Fast Path feature of our application will be deprecated and is no longer available. 

How to Use Fastpath Search

The Fastpath search module can be found as a search bar at the top of each CloudRadial user's navbar. By default, it will have placeholder text that says Ask a question... 

Once a user enters a keyword or phrase, CloudRadial will search through the content available within that company and visible to that user and show them the results.

Additionally, clients can enable users to log a generic ticket from the Fastpath search results to give them quick access to support if they can't find what they're looking for.

You can also disable this option entirely (instructions on how are listed later in this article). 

Configuring and Customizing Fastpath Options on a Global Level

• Web Search
  • Search Websites: This feature is being deprecated and no longer functions.
• Prompts & Settings
  • In this section, you can customize the search parameters for Fastpath. You can choose various placeholder texts and whether or not the users have an option to create a ticket from this area. 
    
    
          
     
• Partner Settings
  • In this area, you can define where the optional ticket is routed to. These are the same routing options available to you based on your connected PSA.