Algolia Client Workspace Setup (Onboarding)

Algolia Client Workspace Setup (Onboarding)

1. 01

   Create a new Algolia application for the client

   In the Algolia dashboard, click 'Create Application' and name it after the client. Note the Application ID and Admin API Key from the 'API Keys' section; store these in your agency's password manager.

2. 02

   Configure the initial index with client data

   In the 'Search' section, create an index and import client records via the 'Add records' button or the Push API (POST /1/indexes/{indexName}/batch). Ensure data fields are mapped correctly for searchable attributes.

3. 03

   Set up searchable attributes and ranking

   In 'Configuration' > 'Searchable attributes', define which fields are searchable. In 'Ranking', enable 'AI Dynamic Re-ranking' if the client is on a plan that includes it, to improve result relevance.

4. 04

   Enable query suggestions and synonyms

   In 'Query Suggestions', create a new suggestions index and configure it to generate suggestions from search analytics. In 'Synonyms', add manual synonyms for industry-specific terms.

5. 05

   Integrate search UI component

   Use Algolia's frontend libraries (e.g., InstantSearch.js or React InstantSearch) to add a search bar and results page to the client's site. Configure the API keys with search-only permissions for public use.

6. 06

   Set up analytics and monitoring

   In 'Analytics', enable search analytics to track queries and clicks. Set up email alerts for usage thresholds (e.g., 80% of the plan's search requests) to avoid overage charges.

7. 07

   Hand off admin access to client

   Create a restricted API key for the client with only necessary permissions (e.g., search, analytics). Document the configuration and provide a walkthrough, then transfer ownership of the application if white-labeling is required.