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managing-coveo

Use when working with Coveo — coveo enterprise search platform management including sources, indexes, query pipelines, machine learning models, usage analytics, and security providers. Covers indexing health, query performance, ML model status, content freshness, and license utilization.

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SKILL.md (original)

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Coveo Management Skill

Monitor and manage Coveo enterprise search and relevance platform.

MANDATORY: Discovery-First Pattern

Always discover organization and sources before querying analytics or ML status.

Phase 1: Discovery

#!/bin/bash
COVEO_API="https://platform.cloud.coveo.com/rest"
AUTH="Authorization: Bearer ${COVEO_API_KEY}"
ORG="${COVEO_ORG_ID}"

echo "=== Organization Info ==="
curl -s -H "$AUTH" "$COVEO_API/organizations/$ORG" | \
  jq -r '"Name: \(.displayName)\nType: \(.type)\nLicense: \(.license.type)\nRegion: \(.region)"'

echo ""
echo "=== Sources ==="
curl -s -H "$AUTH" "$COVEO_API/organizations/$ORG/sources" | \
  jq -r '.[] | "\(.name) | Type: \(.sourceType) | Status: \(.information.sourceStatus.type) | Items: \(.information.numberOfDocuments)"' | head -15

echo ""
echo "=== Query Pipelines ==="
curl -s -H "$AUTH" "$COVEO_API/search/v2/admin/pipelines?organizationId=$ORG" | \
  jq -r '.[] | "\(.name) | ID: \(.id) | Condition: \(.condition // "default")"'

echo ""
echo "=== ML Models ==="
curl -s -H "$AUTH" "$COVEO_API/organizations/$ORG/machinelearning/models" | \
  jq -r '.[] | "\(.modelDisplayName) | Type: \(.engineId) | Status: \(.modelStatus)"'

echo ""
echo "=== Security Providers ==="
curl -s -H "$AUTH" "$COVEO_API/organizations/$ORG/securityproviders" | \
  jq -r '.[] | "\(.name) | Type: \(.type) | Status: \(.statistics.status // "N/A")"'

Phase 1 outputs: Organization, sources, pipelines, ML models, security providers

Phase 2: Analysis

#!/bin/bash
echo "=== Source Health ==="
curl -s -H "$AUTH" "$COVEO_API/organizations/$ORG/sources" | \
  jq -r '.[] | select(.information.sourceStatus.type != "IDLE") | "\(.name): \(.information.sourceStatus.type) - \(.information.sourceStatus.message // "")"'

echo ""
echo "=== Index Size ==="
curl -s -H "$AUTH" "$COVEO_API/organizations/$ORG/indexes" | \
  jq -r '.[] | "Index: \(.name) | Documents: \(.numberOfDocuments) | Size: \(.diskSpaceUsed // "N/A")"'

echo ""
echo "=== Search Usage (last 7 days) ==="
curl -s -H "$AUTH" "$COVEO_API/ua/v15/stats/search?org=$ORG&from=$(date -v-7d +%Y-%m-%dT%H:%M:%S 2>/dev/null || date -d '7 days ago' +%Y-%m-%dT%H:%M:%S)Z&to=$(date +%Y-%m-%dT%H:%M:%S)Z" | \
  jq -r '"Total Searches: \(.totalCount // "N/A")\nAvg Click Rank: \(.averageClickRank // "N/A")"' 2>/dev/null || echo "Check analytics via Coveo Admin Console"

echo ""
echo "=== Top Queries (no results) ==="
curl -s -H "$AUTH" "$COVEO_API/ua/v15/stats/topQueries?org=$ORG&from=$(date -v-7d +%Y-%m-%dT%H:%M:%S 2>/dev/null || date -d '7 days ago' +%Y-%m-%dT%H:%M:%S)Z&to=$(date +%Y-%m-%dT%H:%M:%S)Z&withNoResults=true" | \
  jq -r '.[:5] | .[] | "\(.query) | Count: \(.count)"' 2>/dev/null || echo "Check via admin console"

echo ""
echo "=== License Usage ==="
curl -s -H "$AUTH" "$COVEO_API/organizations/$ORG/license" | \
  jq -r '"Indexed Items: \(.indexedItems.current)/\(.indexedItems.limit)\nQueries/Month: \(.queryCount.current // "N/A")/\(.queryCount.limit // "N/A")"' 2>/dev/null

Output Format

COVEO STATUS
============
Org: {name} ({license})
Sources: {count} ({healthy}/{total} healthy)
Indexed Documents: {count}/{limit}
Query Pipelines: {count}
ML Models: {active}/{total} active
7-Day Searches: {count}
No-Result Queries: {count}
Issues: {list_of_warnings}

Anti-Hallucination Rules

  1. NEVER assume resource names — always discover via CLI/API in Phase 1 before referencing in Phase 2.
  2. NEVER fabricate metric names or dimensions — verify against the service documentation or --help output.
  3. NEVER mix CLI commands between service versions — confirm which version/API you are targeting.
  4. ALWAYS use the discovery → verify → analyze chain — every resource referenced must have been discovered first.
  5. ALWAYS handle empty results gracefully — an empty response is valid data, not an error to retry.

Counter-Rationalizations

ShortcutCounterWhy
"I'll skip discovery and check known resources"Always run Phase 1 discovery firstResource names change, new resources appear — assumed names cause errors
"The user only asked for a quick check"Follow the full discovery → analysis flowQuick checks miss critical issues; structured analysis catches silent failures
"Default configuration is probably fine"Audit configuration explicitlyDefaults often leave logging, security, and optimization features disabled
"Metrics aren't needed for this"Always check relevant metrics when availableAPI/CLI responses show current state; metrics reveal trends and intermittent issues
"I don't have access to that"Try the command and report the actual errorAssumed permission failures prevent useful investigation; actual errors are informative

Common Pitfalls

  • API key scopes: Different operations need different privilege levels — use least privilege
  • Source rebuilds: Full rebuilds can take hours — schedule during off-peak
  • ML model training: Models need sufficient query data — minimum ~1000 queries for ART
  • Security identity: Index permissions require properly configured security providers

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