How do I create a RAG Model in Generative Designer?

Follow these steps to create a RAG model.

1. Log in to the CRM.
2. Click main Menu.
3. Go to Platform.
4. Select Generative AI Designer. The Generative AI Designer page opens. 
5. Click on the GenAI Setup tab. The GenAI 
6. Select RAG Models from the left panel.
7. Click + Add Model. The Add Model window opens.
8. Enter or select the following information:
   1. Model Name – Enter a name for the RAG model.
   2. Embedding Model – Select the embedding model used to convert module data into embeddings for retrieval.
   3. Is Customer Facing Agent – Enable this option if the model will be used in customer-facing agents or chatbots.
   4. Module – Select the CRM module from which information should be retrieved.
   5. Fields – Select the fields of the module whose data should be used for generating responses.
   6. Conditions – Define conditions to filter the records that should be included in the model.
      1. All – Retrieves records that match all the specified conditions.
      2. Any – Retrieves records that match any of the specified conditions.
9. Click Save.

The RAG model will be created and displayed in the RAG Models list.
Note: After the model is created, the Module and Embedding Model cannot be edited.