Discover

Lucy Discover 

The Discover page allows users to explore information related to their previous searches, answers coworkers have found helpful, and the latest content from important sources or topics. The following documentation will provide an overview of Discover features available, along with how Lucy Administrators can customize their experience to provide the most for users.

Discover Features

My Topics

At the top of Discover, users will find My Topics. This feature curates nine answers Lucy finds most relevant to a user’s recent questions and the answers they have interacted with. Users can use the section to explore additional content surrounding their recent research. My Topics will continually update as users ask Lucy questions. 

Figure 1 – My Topics.

My Team

My Team allows users to review the most recent answers colleagues from their organization have interacted with or found helpful. My Team will display all the latest answers that other users have either shared, saved, downloaded, provided positive training, or left a comment on. 

Figure 2 – My Team.

Sources & Topics

At the bottom of Discover, users will find Sources & Topics. Sources & Topics host Discover Portals which allow users to easily access the most recent content from specific sources and topics. These portals, their source, and their order, are completely customizable by Lucy Administrators and can be configured for certain groups of users. 

For example, below is a GWI Discover Portal that consists of only the most recent content from a particular source, GWI. Furthermore, the Artificial Intelligence topics portal consists of the most recent content relating to artificial intelligence across a select group of sources.

Figure 3 – Sources and Topic Discover Portals.

 Once a Lucy Administrator has created a Discover Portal and a user has clicked into it, users will be brought to the following view:

Figure 8 – Discover Portal View.

1. Sources & Topics: Users can view all the Discover Portals available to their account.
2. Suggested Questions: Users can see suggested questions related to the content in the Discover Portal. Selecting a Suggested Questions will automatically ask the question. 
3. Content: Review the latest answers added to the source(s) selected. The answers are displayed chronologically with the most recent answers being at the top.  

Administrator Configuration

Lucy Administrators can create and edit existing Discover Portals in the Manage Discover Pages section via the Source Settings:

Figure 4 – Steps to Navigate to Manage Discover Portals via Settings.

Lucy Administrators can create a Discover Portal by clicking the Add Discover Page button in the bottom right-hand corner of the Manage Discover Pages section:

Figure 5 – Add Discover Portal Button.

Selecting Add Discover Page will bring Lucy Administrators to the Add Discover Portal pop-up, where they can curate the Discover Portal based on users’ needs. Each of the elements below are customizable:

Figure 6 – Add Discover Page Pop-Up.

1. Display name: Determines the name of the Discover Portal.
2. Sources Dropdown: Select what source(s) from which content should be displayed within the Discover Portal. Lucy Administrators can set up the portal to be for a specific source (ex. only show the latest content from one third-party content provider) or they can include all or a handful of the sources and specify the topics of content desired to be returned from those sources in the Topics section.
3. Topics (optional): Lucy Administrators can specify the themes of content to include in the portal by listing out the topics/keywords separated by commas. For example, a Discover Portal could include the latest content on artificial intelligence by filling out the Topics sections with the following: Artificial Intelligence, AI, Machine Learning, Deep Learning, etc. This will ensure that the portal only includes content related to those topics for the source(s) selected.
4. Description (optional): Add a description of what the portal consists of for users.
5. Clickthrough Name (optional): Set what text which will be displayed for users on the clickthrough URL. 
6. Clickthrough URL (optional): Configure a URL if users should have the option to be brought to URL in a new tab when the clickthrough name is selected.
7. Hide from homepage: Check the box if this specific portal should not be displayed on the homepage.
8. Discover Order: Determine the order the portal will display in the Sources and Topics section and on the homepage.
9. Discover Group (optional): Lucy Administrators can select if only a specific group of users should have permission to view any Discovery Portal. Groups can be created using the Attribute Key and Attribute Value features via the UserRoles settings and assigning users to these groups via the Roles settings. 

Once a Discover Portal has been created, Lucy Administrators can manage it in the Manage Discover Portals section via the Sources Settings:

Figure 7 – Manage Discover Portal Sections.

1. Search: Search for created portals using the search bar.
2. Name: View all existing portals by name.
3. Order: View the order the portals are displaying in Sources & Topics and on the homepage.
4. Group: View the user Groups portals may be assigned to. 
5. Edit: Select the Edit button to bring up the editor and make any necessary changes to the portal.
6. Active: Use the active sliders to determine which portals are enabled in Lucy.

Recommended Use Cases

The Lucy team recommends curating the Sources & Topics feature to include the content which is most relevant to the largest group of users. This feature is meant to help save them time and alleviate the need to search for the latest report. Typically, being able to quickly review new third-party content is beneficial and it is encouraged to configure Discover Portals for these sources. If a group of users are researching content on a particular topic or two, creating topic-based Discover Portals for those and assigning them to a specific user group is recom.