Welcome. We will get started in just a minute, we just wanna give you all a chance to join. Vick, how are you today? Wonderful. Very excited to share all of the vast updates that we have prepared in store. Yes. We're excited to have you all joining us. We'll get started very soon. And we see you testing. I see some q and a test there, so that's great. Do feel free to chat with us or Q and a in in the in the panel there. I think we might need to open the chat. So I mean, if you can help with that, that would be great. Alright. I think because we have a bit to cover today, we are gonna go ahead and get started I'll start by welcoming you all. Thank you all for joining us. My name is Juanita Ogin. I lead product marketing for our platform solutions. Which includes helping website or marketing technology leaders as well as workplace leaders, really think about their, digital workplace and sites, differently. And I'm really excited to be joined by my colleague, Victoria. I'll let you introduce yourself back. Yes. My name is Victoria Paskani, and I'm a product manager for Cobia for websites. Specifically for site core and Adobe ecosystems, but also presenting the COVID for websites through an agnostic lens for any content management system out there to drive end to end digital customer experiences on websites at scale. Thank you. So Thank you for joining us today. This is the first of our new and Coveo webinar series. Obviously, today, we'll be talking about websites and marketing strategies. And hopefully, you kind of got a preview into some of our new capabilities at r three sixty last week. So we'll use today's time to go a little bit deeper into some of our new features and capabilities, and would love to hear from you along the way. The session will be recorded. It will be shared out, and you'll get access to this presentation as well. So why don't we just dive right in? Of course, before we get into details, wanna show this disclaimer to make sure that you are always making any, purchasing decisions based off of publicly available information. So just wanna remind you that there. And Really, we wanted to get started by sharing, you know, our view and our vision, and really it's to help you achieve and excel on your holistic getting strategy goals. And I thought that was important to start with this, view in perspective because, you know, as we think about your needs, your pains, and your challenges. We know that as a marketing, as marketing leaders, as marketing, team members, and by the way, I'm also in marketing, a lot of our time in our effort really is focused more on developing these amazing high impact compelling external campaigns. Right? We put out these amazing ads. We target on LinkedIn, on Google paid search. We go to events. So lot of time, energy, and resources, root fence on the outbound side of marketing. And we really see that we compliment you very well because we're helping you also put that time, attention, and resources, on the inbound side. So here what I mean is, you know, people are coming to your sites after hopefully you're capturing their interests in those social and other channels and when they land on your sites, you know, they expect a similar dynamic experience. And so our goal is to help be your partner in developing high imp high impact dynamic sites, which really represent high intent and bound leads. If you think about it, you know, people visiting your sites, have an intent. They're looking for something in particular. And so we wanna use what we know about that user, the words that they're typing in, and, of course, our our our suite of our platform to help ensure that they are successful in their intent visiting your strategy. So we really view this as a complimentary view of allowing your teams to focus on that high impact outbound strategy while we bring our technology and resources to help you on the inbound side. And so when we think about inbound and the sites that your users are engaging with, I thought this, view might really be how to give you a perspective. And the reason I wanted to show this is because we do hear from a lot of our customers, that they really think that their site is just their dot com, right, the w w w dot whatever dot com. And that is both true, but also your sites go beyond that. And so what I wanted to show was a bit of a buyer journey or a user journey. From a marketing perspective, we like to look at it as, you know, awareness, consideration and decision. But from a sales perspective, this is, you know, you're in a pre sales stage, then you're in the sales pipeline and hopefully we hopefully you convert to be a paying customers. And, you know, as a marketer, we know that, we have only so much influence on a visitor's journey. Right? Our job is to really, you know, target them, bring them in, and then pass them on to our sales And so there really is a spectrum of sort of intent and along their journey. What I wanted to call out was, you know, to the left side left hand side, again, being in marketing, I understand that, you know, you start very high level top of funnel with information that, really isn't super high intent. It may not have a direct impact to the business. It will will come over time. So here, we're talking more around revenue influence. But as you get to the right hand side, this is when you actually have customers, right, visiting your sites You know who they are. They might be logged in. And so that is a more direct impact to your business that can be understood from a cost impact, but also maybe even revenue if you think about your customers buying more over time. And so just wanted to give you view of this really end to end journey that your visitors, will be going on. It won't it's not linear. We know these journeys are not linear. But the point is we need to ensure that when our visitors or our prospects or our customers are coming to their sites, They're finding what they need. They're achieving success, whether that's downloading a content piece, making a product purchase, or even getting customer support. And so the first, set of rows you see here in in gray is, you know, all the different sites that kinda correspond to that stage of the buyer journey that a visitor might be going down. And again, it's not linear, but we wanna ensure that visitors have a great experience. I also thought it was important to add the employee experience element as well. I realized that, There are a different set of systems and applications that power, employee sites often, but it's important to acknowledge that employees are customers too, and we do see some of our own customers using CMS systems to power certain employee portals as well. What you don't see on this slide is the thousands of systems and applications and terabytes of data and content right, that is stored in siloed repositories across the organization. I think you would agree with me in saying, we don't want the inside of our house. Be represented on the outside of our house. So that's where, you know, technology and AI and what Cobail has to offer comes into play. So I won't go into detail on this slide, but hopefully you got a preview of this at r three sixty. And the point is that Coveo is really a full stack platform that is helping your teams, which we know are often small, and being asked to do more with less, helping your teams create scalable digital, intelligent digital experiences. And so we're arming your teams with, not only eleven AI, AI models, which are out of the box, but also connectivity, hunt access to hundreds of connectors to create a unified experience as your visitors are searching along those sites. We also have native integrations to popular systems that I'm sure you know of Adobe, Sitecore, Salesforce, SAP, and others. And we give you such a rich variety of interfaces in which you can bring this, AI powered search and generative experiences. And we'll talk about some of those features today. That's that's what we're here for. So here is our fall release, our official, set of over fifteen features and capabilities that we just announced in the market. And they we've kind of categorize them to align with how you would see this actually in our product as well. So we have connectivity and integration. We have search and UI. Our machine learning models, data and reporting, merchandising hub, and, of course, security and infrastructure. Because this is a website session. We are gonna focus on just those that you see highlighted here. We think that these are the most relevant and wanna give you examples of how they might be useful to you and your business on a day to day basis. So with that, I'm gonna dive in and cover machine learning. And I wanted to bring this buyer journey back to you again with a little bit of a different lens. And so here the lens is as you think about all of these sites and the fact that often marketing teams are bringing global site capabilities and arming other teams. Right? Cause you might not own all the sites that we talked about previously. But you it might be your job to arm your other digital marketing counterparts and other parts of the world with the best site capabilities to deliver those great experiences. One of the most effective ways to do this and the point of AI is to help augment and help team scale. And so what you see here are the various out of the box AI models that are available along the buyer journey and where they may be used most effectively. This represents the eleventh one, but I wanted to, you know, demonstrate that there are really purpose built ones including, for example, smart snippets, which is really around helping people find a direct, maybe not generative answer. There are also ones around case assist and classification to help customer self-service on their own. So hopefully this gives you an idea of the models that today. But because this is one of the most exciting and newest ones that we have, focus on our relevant generative answering for a few minutes. Now, by now, hopefully, we've seen what we have to offer here. This is our latest model that generates answers to complex natural language user queries. Key features that we're offering here is we are grounding LLMs with our relevance, search relevance technology. With the the whole benefit, one of the key benefits of generative answering is being able to source from multiple documents. We talked about those siloed systems, right, and create an answer while respecting access control permissions. Their support for PDF PowerPoint docs. And because scalability is very important, especially for our enterprise customers, we'll we'll be supporting up to ten million vectors. You can see here there'll be citations for verifiability of an answer. From a UI framework perspective, we are supporting headless and quantic quantic components, quantic has to do with our Salesforce UI frameworks. If you use that as a key system, that would be important for you. Course, we're gonna have built in tracking. How are users engaging? What are they typing? What are they clicking on? Is it helpful to them so that you can see gather insights to see how this information is being perceived. I had mentioned, you know, we one of the core, straints of Cavail is to be able to use us across different interfaces. So I'll cover some examples of of what that means here shortly. This will be available in all regions and HIPAA compliant, which is important for our healthcare customers, and as multi use case So we know generative answering, there's many different places within an organization to use it. So we'll give you some examples of that as well as a little bit of the future roadmap. So just kind of expanding the view of what we have today, you see our generative answering capability here in a normal search results page, so that it's not so disruptive. It's familiar users are used to, you know, searching and navigating and filtering. So very, I would say, easy to adopt and understand how to use capability here. So that that's what we have today. What we're looking and where we're looking to bring this as well or which we have in production with some of our customers is within our end product experience capability. So if you don't know in product experience, that's really our feature rich lightweight Coveo interface, which I it's a little bit chatbot. Like, I like to think about it as a little bit of a follow me intelligent search, but what you can see here is generative answering within this in product experience interface, and in product experience is important for you if you have SaaS based applications or web based applications where your users customers or employees are looking and they want a quick answer to, you know, what they're looking for. This is again a different interface for them to use generative answering within. We also have the Salesforce agent console, and I wasn't sure whether I should cover this in our website's, session however when we think about the end to end digital customer experience, servicing, customers, helping them self-service, and even empowering agents comes important. And so what you can see here is generative answering within a Salesforce agent user interface to help those agents deliver excellent customer service. Again, not necessarily from an external customer experience perspective, but certainly from an internal, experience perspective, you can imagine using generative answering on your intranets helping employees navigate the organizations find quick answers to their questions. Now moving on to how how the setup of this would work or implementation or how quick or easy this is. This is what you can expect in our admin console. So if you're familiar with setting up Covayo AI models, you can see kinda grayed out in the background are query suggestions, content recommendations. Those are the out of box models that exist that are kind of, you know, click a few setups. Right? We our goal here is again democratizing AI making this easy for you to set up and get the benefit of it without having to have years and decades and millions investment in data science, right, we're packing this, packaging this up for you and making it easy for your teams to benefit. This is how you can expect to see or where it will work. It'll be a model that is easy for you to set up, and you can also see insights into health and performance and and, you know, how users are engaging with the model as well. Vic will talk about this shortly about our builder framework. But the idea here is, again, making it easier for you to set up dynamic search discovery or purchase experiences. And so the builder with the builder framework, this really allows us to help you set up experience as quickly. So you can see here, relevant relevance generative answering is gonna be set up with the click of a button because we're leveraging our builder framework. So again, quick, fast, you know, time to value. So I'll just quickly cover road map things. Again, you know, things are always, in a state of flex. We're constantly ideating and thinking about our new new innovations that we wanna roll out. But for generative AI, what will be important for us is to focus on relevancy, accuracy, factuality, speed, As well as conversational search, we're hearing from our customers that this is an important area that they want to be able to, have these capabilities so that something will be focused focusing on next, as well as platform extensibility. So we know that Caveo is one of many platforms within your ecosystem and there's a lot of data that unified data analytics that we're capturing, so ensuring that you can use this information in other systems is something that we, are exploring as well. So to give you, some examples of road map for generative answering here, you can see rich formatting. Right? We all learn and consume information differently. So having the option to re formulate or style or have rich formatting becomes important. What you see here is more of a commerce kind of, perspective. Someone looking for tips to build an type kitchen, with a barbecue. And so here you have a generated answer that would be pulled from, you know, existing content sources available from your systems. But what if you could also then provide inline pop ups to guide that user to make purchasing decisions Right? They're looking to build. They're looking for barbecue. So this is a great kind of low, pressure opportunity to give them, suggestions from a purchase. So that's just an example of of what we are thinking about, in the future, from that perspective. When it comes to conversational search, again, you can see our generated answer, and here we're planning to offer the follow-up follow-up answer flow. And so you can see There's a question being typed around what's the difference between a personal loan and a commercial loan. You see the answer. But you also see at the bottom some prompts or follow-up questions that me as a user can click on so I can kinda follow the journey and learn a little bit more. So let's assume I click on the how can I apply? Then we're getting right steps on how do I apply making this easy for me to understand and digest what I need to do next. And as you can imagine, this can continue. So now we can suggest apply for a commercial loan. Again, taking that user closer and providing them that next best action to make not only them successful, but you successful within your business as well. So hopefully this gives you, a good overview of generative answering what we have today, what's to come in the future. I will now be passing it on to Vic to take us through the rest of our features and capabilities. Vic, over to you. Yeah. Thank you so much, Anita. And thank you for giving the breakdown of the ML capabilities, especially seeing generative AI in production as a demo, and how it the impact the scale of content delivery and discovery. I also like the expansion of the perspective about the work of digital teams and the notion of the classic WWWW, the the digital property and how it can mature and really drive operations. So on my side, I will walk you through the features that serve as building blocks to drive those end to end website experiences starting with, connectivity, and connectivity is a group of features that really define the content, type, and sources which are then served for search and discovery. Customers echoveo have access to over thirty connectors, both native and system agnostic all developed by Coveo. They can be leveraged for simple and flexible content ingestion. So Let's start with the first feature, which is the GraphQL API source. Development teams are now realizing the advantages of and the power of graphQL over rest API and how it builds, cross platform apps and really unlocks agile development practices even further. With this in mind, Koveo has officially released its GraphQL source to support the headless content management systems. This source in this connector is now available in GA, and it is currently in its first phase as of today. It's already used by customers in production, and it's really an ideal connector for customers who are looking to integrate with our composable stack. So, for example, customers who are using site core exam cloud, Adobe Experience Manager cloud service, contentful, optimizely. All of them will benefit from the source through faster indexing and extended content reach, which then in turn maximizes the value of all the marketing content across channels. Next on the connectivity release menu is the web source and the web connector. Websource is one of the most adopted sources on Coveo platform across all use case but especially among website customers. This new design is both marketer and developer friendly. It is easy to configure even if the site requires login, and no prior coding experience is required. This web source is a pool type connector which means that it does not require deep access into the system where the content resides. What does it mean? It means that marketers can continue benefiting from the existing content creation workflow without duplicating content creation or, for example, learning a new tool to author in, which might be supported by Coveo natively. So this connector is generic and agnostic. And this feature update for set connector is now in general availability. It is free to try for all the new implementations and via trials. An existing customers need to make no effort as a nonintrusive update has been already made to migrate onto the new design. Next, under the search UI, let's jump on to the updates onto the search and user interface features, which are meant to design inbound experiences for function. And for websites customers, design experiences that convert. And first is the Covio Builder, which Juanita has already mentioned, and it's not just a feature. Coveo Builder is a framework, a foundation, which allows marketers to be self sufficient in designing multiple relevant experiences four sites, to optimize the use of content, and to build search and discovery experiences that are hosted with Covam. It is a point and click interface through which, which can be managed, through administration console, and the changes are immediately displayed and reflected on the site with no extra development needed. It is intuitive. Again, requires no coding experiences. It is trade forward for anybody who is used to local tools like Adobe's page builder or universal editor or such experienced accelerator. The most prominent example of Covio Builder can be found when creating site search with the next gen search page, which is the next feature. On the list across search and UI. So next gen search page is a new interface, builder, which is great for creating quick, and effective demos, proof of concepts, for example, or two purely designed search pages. Again, both marketer and builder friendly. This search page is modern and agnostic, and it's really easy to deploy within the marketing, market stack, whether you're using Adobe or Sitecore. For builders, this next gen search page, is a hosted experience which unlocks rapid development cycle. So in fact, Covio customers were able to accelerate the time to value by cutting the deployment time from weeks to days or even hours depending on the complexity of the search page within the next gen search page builder. Existing customers can also explore this feature as a performant alternative to our classic GSUI powered search page. Thanks to the atomic library, which serves as the foundation for next gen search page, existing customers will notice a substantial performance improvement. The next feature that is benefiting from Coville Builder is the next gen IPX. IPX stands for in product experience It is another hosted experiences by powered by Coveo Builder. It is easy to create an admin console and deploy where it's needed The new release currently introduced in the fall twenty twenty three release, it introduces two major improvements. First, is the support for context to understand the user intent and serve relevant content at that specific time. The second is improved machine learning capabilities which allow to easily integrate generative AI features without requiring extensive resources. NextGen IPX is a part of the suite of hosted experiences with more COVID build or powered experiences to come. So stay tuned for the next, release updates in the next quarters. Next is the faster generator feature. It is a slightly different feature from the ones that I've introduced before and is really designed for tech savvy marketing teams. It was originally introduced in twenty twenty two via API, and the next release will include support for Cobeo headless Library. So this feature generates the most relevant facets and enhances content discovery and usage. Marketing teams that have complex metadata strategies will tensively benefit from this feature. Examples include, but say, content with high volume and variety, like product catalogs and manufacturing, but it's not exclusive to these two verticals. So this feature is currently in the closed beta with a select few customers who are helping us to test it and refine it. But stay tuned to watch out for the general availability released in the next new encoreo. The next one is the atomic UI releases, which I'm happy to introduce. It is a set of releases that will be specifically appreciated by digitally mature teams and implementation focused projects. As a whole, atomic library is a cover development, the cover developed in house UI library. For teams who prefer flexibility and customization and want to stay on brand with their main brand. And have the flexibility to customize. All of the components presented in the atomic library are already designed with the best search UI practices in mind, so it's safe to pick from any of the components available. It is also perfect for performance first front end. So Designs that drive conversions and engagement with personalized contents, they have to be performant, and atomic library serves the purpose. Automic library is really the last mile delivery, for experiences across multiple languages, multiple brands, devices, and use cases at scale, and is a true enterprise search library. Let's jump on to the next category of features around data and reporting, and they're really related to the analytic event that inform both your content strategy as a marketer, but also feed Koveo artificial intelligence and machine learning to truly embody the business logic at every place of the digital experience. So the first release in the data and reporting feature set is the relevance inspector. This capability is intended to help both builders and implementers to improve the overall relevance of search results, but marketing technology leaders will use it to inspect the logic of the rules, which is applied to each query. So for example, there is a specific experience, that has been built for a specific stage, of the digital journey. So Let's say we would like to inspect the specific set of, query pipelines, rules, and ranking scores set for specific time frame campaigns or maybe rules applicable, across all time and, deployed permanently. So This relevance inspector is available for all search interfaces and for all implementations, and it ex inspects and explains algorithms that serve user information needed in real time. So very excited, and the next one is the data health. Data health is an especially exciting feature. Because prior to this release, Coveo customers could not inspect the underlying analytic events and check implementation quality, but with a data health dashboard, it is now possible to do. It provides a summary, a complete picture of analytic events sent from, the Koveo interface Koveo experience, and then it also provides a vital health score. So what it does is that ensures the quality metrics are calculated and then used for relevance metric calculator, relevance metrics, which are then feeding into machine learning to drive engagement for new and returning site visitors, so for prospects and existing customers. Data health dashboard identifies and diagnoses where the problem occurs and enables them to resolve to continue improving their relevance on ongoing basis. For all of the journeys. The last set of features that I'm going to present in the security and infrastructure features So jumping in there, all of the major releases and updates are set around control for data privacy and security. And the first bean is the ISO twenty seven thousand one, certification. ISO twenty seven thousand one is an international standard for information security. It is Koveo's commitment to protecting critical data assets and complying with applicable laws and regulations internationally So for now, Covim maintains the certification, for information security management system, and it actually joins an extensively of certifications that Coveo platform already upholds. For example, Coveo is already GDPR compliant for our European customers. And also offers a HIPAA compliant version of its hosted services for health care, customers. So very exciting there. And, finally, the active active and five nines premium, which is a feature relevant to digital transformation leaders, our information leaders as well. It active active provides enhanced infrastructure resilience for organizations whose primary region is US east. So with active active COVID automatically will reroute traffic to the healthy region and do loan distribution. So Covio customers now have access to what is called a five nines premium, which can be purchased for premium uptime, an account team will gladly provide more information to customers who are interested. So that's it on the abundant features for fall twenty twenty three release. I wish the features kept on coming, so I'm thrilled to empower and enable Kovea for websites customers with a variety of features released, but when you don't what do marketing, leaders, expect next and where can they find more about other Quevio products? Yes. Thank you. Thanks, Vic. That was a lot to cover. Don't worry. We are going to share this presentation with you, but we'll also share, links or existing customers to level up where we actually will have training sessions and updates for you on some of these new capabilities. We also have a new Encoveo release landing page where you can dig into learn a little bit more, get access to this recording as well as future ones and past ones such as r three sixty. I also wanted to provide, a recent webinar we gave, which talks about five ways AI can turn your sights into a growth engine. I kind of pose it as five misconceptions for, website and marketing leaders. So, hopefully that's helpful to you. And I did wanna remind you, you know, this is the first of a few series of new and covalo sessions, Vive and I have covered the website one. We have e commerce tomorrow. And then next week, we will have, similar sessions just covering from a service and workplace perspective, and those will go in various, degrees of depth into generative answering and other capabilities that we did not cover today because we only covered a subset of the, you know, fifteen plus releases we have for the fall. So with that, we wanted to thank you. I will take a look for any Q and but also, we did want to remind you as well. We have our relevance awards, and I think my team is putting information in the chat about our relevance awards. So for our existing customers, we really wanna recognize your advancements, your innovations, and the impact you're delivering. So thanks for posting that, Ahmed. In the chat, you can find out more there. Apply. Our teams would be happy to work with you to apply We really wanna acknowledge the work that goes into creating these amazing digital experiences, so we don't want you to miss out on that. With that, I see a couple of questions, maybe Vic, that we can think one of the questions that I see that would be very interesting to answer is from Adam. How does website design work are there templates to choose from? Or do we work with Covio or a third party developer? Who, allow me to walk you through this perspective. So think about it as a scale or, I guess, a spectrum of how much customization would you like to So I did present the Covio Builder and the next gen search page. This is gonna be the low code option, which provides best search, UI practices already. That could be a good start for any teams who either don't yet have secured the resources for developing of the search page or their experiences for discovery, that would be the first step. Say you would like to have more customization, to comply with your specific business needs. You can download that page and work with our atomic library and headless library to customize it. Our professional services teams also have access to design kits and can help to, to safeguard and provide certain tips and tricks of how the search experience should be designed. So, again, we're going from low code option to a completely pro code option where we get into atomic Library, Headless Library, or we even have customers who use Cobao APIs purely and design on top of Covao APIs. They have large technical teams. They do design on their own. So, again, it depends on how much customization you need to start from the, atomic howard, next gen search page. So all of the options are available for design. I hope that answers. That's great, Vic. If I could add to keep in mind, you know, we really are, helping on the search and discovery perspective, so you can use our, standalone hosted search pages. You can embed our AI recommendation models into your existing sites, especially You have something that's already built and customized and you wanna bring in components. So there's various options to that. I see some questions about pricing, so I'll answer pricing generally. We we price based off of, QPMs. Or or volume or traffic of queries, or seat based. It depends on what your use case is. If it's external, for end customers, it's more based off of queries per month. And for, internal, it would be see in user based. I see a question around Jenny and query account, I might have to get back to you on that one, but I do wanna acknowledge it here. And, yeah, if there are no more questions, Rick and I are happy to connect with you on LinkedIn. We'll get back to the questions we couldn't answer. Hope you found this session helpful, always open to feedback. But thank you for spending your last forty minutes with us. And Vic, thank you for helping me cover this latest release. Thank you so much, Juanita, for for having me here. And, yeah, I'm really excited to connect with everybody. Awesome. Thank you. Take care, everyone. Bye.
New in Coveo Fall 2023: Website [Replaced on October 19, 2023]


