Configure AI indexing for Agentic Contact Center for Insurance
Configure AI indexing to enable intelligent search capabilities across insurance policies, cases, and customer interactions in Agentic Contact Center for Insurance.
Before you begin
Role required: admin
Procedure
-
Navigate to All > AI Search > AI Search Index > Indexed Sources.
-
Activate the following indexed sources if they aren't already active:
- Insurance Policies
- Financial Services Base
- Interaction
-
Select the record for the indexed source.
-
Select the Active check box if it isn't already selected.
-
For each indexed source, select Index All Tables, then select OK.
-
Navigate to All > AI Search > Search Experience > Search Profiles.
-
For each of the following search profiles, open the record and select Publish:
- Insurance Policies Search Profile
- Financial Services Base Search Profile
- FSO Interaction Search Profile
Result
AI indexing is configured for Agentic Contact Center for Insurance.
Related topics
Perform a full table index or reindex for a single AI Search indexed source
---
title: Configure AI indexing for Agentic Contact Center for Insurance
description: Configure AI indexing to enable intelligent search capabilities across insurance policies, cases, and customer interactions in Agentic Contact Center for Insurance.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/configure-ai-indexing-agentic-contact-center-insurance.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configuring Agentic Contact Center for Insurance, Agentic Contact Center for Insurance, Insurance applications, Financial Services Operations \(FSO\)]
---
# Configure AI indexing for Agentic Contact Center for Insurance
Configure AI indexing to enable intelligent search capabilities across insurance policies, cases, and customer interactions in Agentic Contact Center for Insurance.
## Before you begin
Role required: admin
## Procedure
1. Navigate to **All** > **AI Search** > **AI Search Index** > **Indexed Sources**.
2. Activate the following indexed sources if they aren't already active:
- Insurance Policies
- Financial Services Base
- Interaction
1. Select the record for the indexed source.
2. Select the **Active** check box if it isn't already selected.
3. For each indexed source, select **Index All Tables**, then select **OK**.
4. Navigate to **All** > **AI Search** > **Search Experience** > **Search Profiles**.
5. For each of the following search profiles, open the record and select **Publish**:
- Insurance Policies Search Profile
- Financial Services Base Search Profile
- FSO Interaction Search Profile
## Result
AI indexing is configured for Agentic Contact Center for Insurance.
**Related topics**
[Indexed Source form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/indexed-source-form-ais.md)
[Perform a full table index or reindex for a single AI Search indexed source](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/index-single-source-ais.md)
[Publish an AI Search search profile](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/publish-search-profile-ais.md)
| title | Configure AI indexing for Agentic Contact Center for Insurance |
| description | Configure AI indexing to enable intelligent search capabilities across insurance policies, cases, and customer interactions in Agentic Contact Center for Insurance. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/financial-services-operations/configure-ai-indexing-agentic-contact-center-insurance.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configuring Agentic Contact Center for InsuranceAgentic Contact Center for InsuranceInsurance applicationsFinancial Services Operations \(FSO\) |