Skip to main content
Experience Optimizer is an AI-powered search tool that optimizes results for enterprise assets. Experience Optimizer
LucidAcademyLucidworks offers free training to help you get started.The Course for Experience Optimizer: Getting Started focuses on the core features and benefits of implementing Experience Optimizer:
Experience Optimizer: Getting StartedPlay Button
Visit the LucidAcademy to see the full training catalog.

​
Use cases

​
Reduce administration overhead

Experience Optimizer is a way for internal admin to build out pages necessary to find information such as benefits enrollment, hot links for new hires, or topics/docs other employees are looking for. At benefits enrollment time, HR can take over the top zone of the page to reduce repeated requests about links, where to go, and what to do, thus saving time and resources. All such zones and templates can be built without the need of a developer.

​
Content importance

You can build a zone for blog posts at the bottom of a page and set a pipeline to only pull in blog posts and sort by date. Use signals or click throughs to show trending content for all users. Trending articles shows what’s important while also phasing out information that becomes irrelevant over time.

​
Licensing

Experience Optimizer is integrated with Fusion and requires a valid license. To verify your Experience Optimizer license, click Account Settings and select License Details. If you have a valid Experience Optimizer license, an asterisk * displays after Fusion AI Eo. To upload a valid license, click Upload. Upload license

​
Access Experience Optimizer

To access Experience Optimizer:
  1. Sign in to Fusion and click Relevance > Rules.
  2. Click the Optimizer icon.

​
Learn more

You can block a document so that it does not appear in the search results when your customers run a particular query. This is helpful if a document has been removed from your catalog, or it is not yet available, for example.When you block a document, a new rule is created automatically.
  1. Hover your cursor over a document. A menu overlay will appear.
  2. Hover your cursor over the Actions button. A dropdown menu will appear.
  3. Click Block.
You can also block multiple products at once by clicking the checkbox in the top-left corner of the document tiles and selecting the Block button above the top row of products.Boost bury and block multiple products
You can boost a document so that it occupies a higher position in the search results when your customers run a particular query. This can be helpful if you have new products in your catalog, or large stocks of some products, for example.
Boosting a document increases the document’s position in the results, but takes other factors into consideration while doing so. As a result, it does not guarantee the document will occupy a specific position in the list. Pinning a document, however, places the document at a specified position regardless of other factors.
When you boost a document, a new rule is created automatically.
  1. Hover your cursor over a document. A menu overlay will appear.
  2. Hover your cursor over the Actions button. A dropdown menu will appear.
  3. Click Boost.
You can also boost multiple products at once by clicking the checkbox in the top-left corner of the product tiles and selecting the Boost button above the top row of products.Boost bury and block multiple products
You can bury a document so that it occupies a lower position in the search results when your customers run a particular query. This can be helpful if some of the products in your catalog are temporarily out of stock, for example.Burying a document typically moves it to the end of the list. However, its exact position will depend on multiple factors, including its relevance score and user signals in relation to other products.When you bury a document, a new rule is created automatically.
  1. Hover your cursor over a document. A menu overlay will appear.
  2. Hover your cursor over the Actions button. A dropdown menu will appear.
  3. Select the Bury button: Bury button
You can also bury multiple products at once by clicking the checkbox in the top-left corner of the document tiles and selecting the Bury button above the top row of products.Boost bury and block multiple products
You can pin a document so that it occupies a fixed position in the search results when your customers run a particular query. This can be helpful if you have bestsellers or popular items that you want customers to see first, for example.
Boosting a document increases the document’s position in the results, but takes other factors into consideration while doing so. As a result, it does not guarantee the document will occupy a specific position in the list. Pinning a document, however, places the document at a specified position regardless of other factors.
When you pin a document, either a new rule is created automatically or an existing pin rule is modified.

​
Use Actions

  1. Hover your cursor over a document. A menu overlay will appear.
  2. Hover your cursor over the Actions button. A dropdown menu will appear.
  3. Select the Pin button: Pin button

​
Drag and Pin a document

  1. Hover your cursor over a document. A menu overlay will appear.
  2. Click-and-hold the drag bar.
  3. Move the document to the desired location.
  4. Release the click.

​
Insert and Pin a document

You can search for and insert an alternative document from your catalog into a list of search results, and pin it at a fixed position. This is helpful if:
  • You want to include a document that is not included in the results list generated by the query.
  • The results list is long and you need to search for a particular document to locate and pin it.
  • You want to pin multiple products simultaneously.
When you pin a document, either a new rule is created automatically or an existing pin rule is modified.
  1. Hover your cursor between two products. A + button will appear: Insert and pin
  2. Click the + button.
  3. Locate and select one or more products you want to pin.
  4. Click Insert. Insert pin

​
Add a Facet

You can create rules that add facets by interacting directly with the Facet List in Interactive Mode. You can add facets that are set unconditionally, or facets that are only set when your customers run a particular query. For example, you might want to set a music genre facet when a customer navigates to the music section of your catalog.Adding a facet automatically creates a new rule if a default facet rule does not already exist. If a default facet rule does exist, adding a facet updates that rule with the new facet.

​
Enable the Facet Zone

Facets appear in the zone on the left panel of the Experience Optimizer, once enabled. Follow the steps below to turn on the facets zone:
  1. Click Start Task.
    The **Edit template** button appears.
  2. In the left panel, click +Add and enter the desired parameters.
  3. Click Done when you’ve finished.
You can also add facets that are not dependent on rules being triggered. To do this, edit the Facet Zone widget.

​
Edit the Facet Zone widget

  1. In the facet zone, click +Add. The Edit Rule dialog box appears. Add a facet
  2. Click the Facet Field field, and enter the desired facet parameter.
    You can add multiple facet parameters by clicking the + Add button:
    Add additional facet
  3. Click the Save button to add your facet: Add facet

​
Add Additional Facets

  1. Hover your cursor above or below an existing facet. A + button appears: Add facet + button
  2. Click the + button.

​
Move a Facet

  1. Hover your cursor over a facet. A menu overlay appears at the top.
  2. Click-and-hold the drag bar: Facet drag bar
  3. Move the facet to the desired location.
  4. Release the click.

​
Remove a Facet

  1. Hover your cursor over a facet. A menu overlay appears at the top.
  2. Click the Remove button: Remove Facet button

​
Block a Facet Item

  1. Hover your cursor over a facet item. A menu overlay appears.
  2. Click the Block button: Block Facet button

​
Bury a Facet Item

  1. Hover your cursor over a facet item. A menu overlay appears.
  2. Click the Bury button: Bury Facet button

​
Boost a Facet Item

  1. Hover your cursor over a facet item. A menu overlay appears.
  2. Click the Boost button: Boost Facet button

​
Reorder Boosted Facet Items

  1. Hover over a boosted facet item. A drag bar appears.
  2. Click and hold the drag bar: Facet drag bar
  3. Move the facet item to the desired location.
  4. Release the click.

​
Start a task

  1. Click the Start Task button: Start Task button
This enables Interactive Mode. In Interactive Mode, you can interact directly with some of the widgets on the Experience Optimizer board, creating and managing business rules as you simulate your customers’ searches. You can:
  • Pin, block, boost, and bury documents.
  • Set additional facets.
  • Create search rewrites from poorly performing search terms.
  • See which rules and search rewrites are triggered by a search, then edit or delete them as needed.
  • Sort search results by ascending or descending order, or by relevance.
  • Check product information.

​
Undo changes in a task

  1. Click the Undo All button: Undo Task Changes button. A confirmation dialog box will appear.
  2. Select Undo to confirm.

​
Exit a task

Exiting a task will
  1. Click the Exit button: Exit Task button

​
Publish a task

You can publish any changes you make to rules back to the Fusion data source where they can impact live queries.
  1. Click the Publish button: Publish Task button. A confirmation dialog box will appear.
  2. Select Publish to confirm.
Experience Optimizer counts unpublished changes in the top navigation bar: Unpublished changes
⌘I