AI-Powered Virtual Search Assistant
The AI-Powered Virtual Search Assistant feature is in its Beta version and only available with QTM Cloud edition.
QI’s virtual search assistant simplifies search with natural language queries. This advanced search feature can summarize features, offer best practices, and help navigate troubleshooting issues.
Administrators can upload project-specific documents in various formats like PDFs, Confluence spaces, or web URLs, facilitating seamless access for testing teams to learn on-the-go.
Note
You should have a valid account on the OpenAI Platform with sufficient balance to access this AI-powered search feature.
The search function supports only English language.
You must use specific queries rather than only keywords for effective results.
The search does not correct spelling errors in your query.
The AI Search feature becomes temporarily unavailable while configuring project documentation.
QMetry Intelligence Configuration
To activate the QI search feature, the super administrator needs to enable it for the QMetry instance from AI Configuration under General Settings and Audit in Customization.
Note
Only super admin can access and configure QMetry Intelligence Configuration.
The default setting for QI feature is disabled.
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To Enable AI search, perform the following steps:
OpenAI API Configuration: Enter the API Key generated from the OpenAI platform to enable the QI feature.
Enable Search: Ask me anything: This feature allows users to search text in QTM help and FAQ documentation.
Enable configuration of documentation links for the Projects: Allow users with QMetry Intelligent Search Modify permissions to configure project-specific documentation for AI search.
Project Documentation Configuration
Project admins can configure project-specific documentation or knowledge bases. If configured, all users get the option to select this personalized documentation as a source for information search, in addition to the standard product help documentation.
To enable Enable configuration of documentation links for the Projects go to: AI Configurations under General Settings and Audit in Customization.
The default for this setting is disabled.
Required Permissions:
With Customization Package:
Project Admins and users with QMetryIntelligent Search "Modify" permissions can configure Project Documentation settings.
Users with only "View" rights can view the configuration but cannot modify it.
Without Customization Package:
Admin and QA Manager roles can access and configure Project Documentation settings.
Users with other roles can only view the configuration.
To configure project documentation, perform the following steps:
Go to QMetry Intelligence and select Search - Ask me Anything.
Enable the project-specific documentation search the option (Default: Disabled).
Configure URL or Documentation Files
Project Admins can configure documentation links or upload documents in Word (docx) and PDF formats.
You can configure Multiple Confluence Spaces (documentation links) within a single project.
Ensure that the Confluence Space is publicly accessible to all.
You can upload multiple documents in Word (docx) and PDF formats.
Refresh the content after uploading the documents.
Note
You can upload a file (Word or PDF) with a maximum of 25 MB size.
Refresh the content once you upload the Confluence URL or documents.
The QI Search functionality is unavailable during the process.
Do not upload duplicate copies of the same document as it may lead to ambiguous answers from the model.
Clicking the Refresh Content option, the confirmation message pops up. Read the instructions carefully.
Access the Search Feature
In addition to standard project entity searches, QMetry Intelligent enables search within the help documentation.
Project Search
Default Search: Users can search by keyword in Entity Key, Summary, Description, and Test Step. This search option is available by default and requires no additional configuration.
QMetry Intelligent Search Configuration
Search: Ask Me Anything Feature: This feature fetches requested information from the help documentation.
Project Documents
Project Administrators can configure project-specific documentation in addition to the default help documentation.
QMetry User Guide
The QMetry User Guide option becomes visible when the Search: Ask Me Anything feature is enabled.
Steps to use QI Search: Ask me Anything
Log into QMetry Test Management.
Click QI-Ask me Anything to access the AI-powered Search feature by clicking on the QI - Ask me anything search box provided on the header of the application.
Open the drop-down and select the Source documentation from where you want to search for the required information.
Project Documents: This option is available only when the “Enable the project-specific documentation search” option is enabled from AI configurations.
QMetry User Guide: The User Guide is configured by default. Users can access information from the guide without doing any configuration.
Search Functionality
Entering Search Text
Select the desired source from the drop-down list.
Enter the search text in the search box.
Press enter on the keyboard or click the Search icon.
Viewing Search Results
The search results will display the relevant information along with a source link for further details.
Handling No Results
If no relevant data is found in the QMetry User Guide, the source link will be blank. In this case, the displayed answer is generated from trained data in OpenAI.
Accessing Previous Searches
A list of previously asked questions will be visible in the search box.
To re-search a previous question, select it from the list and press enter or click the Search icon to get the latest results. Simply clicking on a previous question will return historical search results only.
Modify Configuration
To modify configurations, click Configuration on the Search panel.
Note
To modify the configuration of Project documentation, the users should have the QMetry Intelligence Search “Modify” permissions.
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This will navigate to Search: Ask Me Anything Configuration screen under the QMetry Intelligence module if you have the required permissions.
Refresh Content
Click Refresh Content option to keep the search results updated with the latest documentation changes.
Unlink Project Documents
Users can remove the configured project documentation if it is no longer required.
To unlink project documents, perform the following steps:
To delete or unlink the configured documentation for the project, select the attached document.
Click Delete Selected.
To delete multiple documents at a time, select multiple documents and click on the Delete Selected button.
Note
The Delete action will permanently delete the file/confluence URL attached to this project.
The deleting and refreshing of the content process takes time in accordance with the size of the documentation. During the refresh operation, the QI Search functionality will not be available.
To delete the configuration of the documentation with the project, click on the Delete and Refresh Content button.