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Integrations SearchUnify

Integration · Knowledge and documents

SearchUnify + Finn.

SearchUnify integration with Finn. SearchUnify searches connected business knowledge to help employees and support teams find answers.

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The work behind the connection

What you can do with SearchUnify.

SearchUnify searches connected business knowledge to help employees and support teams find answers.

Resolve a support case across scattered knowledge

Finn completes the research and customer-service work behind a difficult-to-find answer.

Typically handled byCustomer support specialist

Starts when

A customer case requires information spread across product documents and previous support work.

What Finn handles

  1. Read the Salesforce case and search the permitted SearchUnify sources for the relevant product and issue.
  2. Compare the retrieved instructions with their current source pages and collect missing customer facts.
  3. Complete the routine fix through the owning product or service tool, bringing any exceptional account decision to its owner.
  4. Send the customer the result with the relevant source links and close the Salesforce case with the action recorded.

The result

The customer receives a completed resolution based on the right source material.

Turn unanswered searches into a published help article

Finn completes the content-production work behind a real knowledge gap.

Typically handled byCustomer knowledge operations writer

Starts when

SearchUnify analytics show repeated questions without a useful answer.

What Finn handles

  1. Read the actual queries and relevant support cases and identify the specific missing instruction.
  2. Collect the answer from the product owner and create the article in Confluence or the company's knowledge system.
  3. Obtain the owner's accuracy and publishing decision and release the final content.
  4. Confirm the article becomes available through SearchUnify and record the addressed queries and next review.

The result

The knowledge gap has a published answer that people can find.

Complete a buyer's product-information response

Finn handles the evidence gathering and coordination behind a sales information request.

Typically handled bySales engineering support coordinator

Starts when

A buyer asks for a structured set of product or implementation answers.

What Finn handles

  1. Read the buyer's questions and search the permitted SearchUnify product and company sources.
  2. Assemble sourced answers and collect specialist decisions for contractual, security or unsupported capability questions.
  3. Obtain the account and publishing owners' acceptance of the final external response.
  4. Send the response through Outlook and record its delivery and any remaining commitments in Salesforce.

The result

The buyer receives a complete, sourced response with unresolved commitments explicitly recorded.

Bring a new knowledge source into useful search

Finn completes the administrative onboarding of a source the knowledge owner wants employees to use.

Typically handled byEnterprise search administrator

Starts when

A content owner authorizes a repository for SearchUnify search.

What Finn handles

  1. Confirm the repository, intended audience and source access decision with the content owner.
  2. Set up the corresponding SearchUnify content source and collect its initial crawl result.
  3. Resolve actual indexing or source-access problems with the repository owner and check representative employee questions.
  4. Release the search experience to the intended audience and record the source, ownership and completed onboarding.

The result

The authorized repository is available in search with a documented onboarding result.

Fix a recurring search-quality problem

Finn completes the investigation and release work behind poor enterprise search results.

Typically handled byEnterprise search operations analyst

Starts when

Employees report that relevant content is missing or buried in SearchUnify results.

What Finn handles

  1. Read the actual queries, results and search analytics and inspect the relevant source content.
  2. Identify whether the issue comes from outdated content, indexing or relevance settings.
  3. Coordinate the source correction or apply the search owner's selected tuning change and test the original questions.
  4. Release the accepted correction and record the improved result or specifically owned remaining source problem.

The result

The reported search issue has a completed correction and recorded evidence.

Resolve an employee request using the company's distributed guidance

Finn takes an internal question through the administrative action it requires.

Typically handled byEmployee service desk coordinator

Starts when

An employee asks how to complete an IT or workplace task.

What Finn handles

  1. Search the employee's permitted SearchUnify sources and read the current instructions in their owning repository.
  2. Collect the details needed to complete the task and open the relevant ServiceNow request.
  3. Perform the routine administration through the owning application after any actual access or spending decision.
  4. Confirm the result with the employee and close the request with the source guidance and completed action.

The result

The employee receives a finished service outcome, with its supporting knowledge recorded.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from SearchUnify.

The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

Explore Agents

Finn Systems

Business apps for the work behind the conversation.

Explore Systems

Finn AI Gateway

Control connected AI apps, models, access, and spending.

Explore AI Gateway

Meet Finn

Put your SearchUnify integration to work.

Tell us which records, actions, and teams the connection needs to support.

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